Cetera Investment Advisers’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Sell |
80,980
-4,259
| -5% | -$382K | 0.01% | 986 |
|
|
2025
Q1 | $6.62M | Buy |
85,239
+8,515
| +11% | +$661K | 0.01% | 964 |
|
|
2024
Q4 | $4.31M | Buy |
76,724
+37,421
| +95% | +$2.1M | 0.01% | 1122 |
|
|
2024
Q3 | $2.4M | Buy |
39,303
+1,644
| +4% | +$100K | 0.01% | 1499 |
|
|
2024
Q2 | $1.97M | Buy |
37,659
+409
| +1% | +$21.4K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $1.76M | Buy |
37,250
+16,570
| +80% | +$781K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $1.02M | Sell |
20,680
-504
| -2% | -$24.9K | 0.01% | 1098 |
|
|
2023
Q3 | $859K | Buy |
21,184
+2,187
| +12% | +$88.7K | 0.01% | 1116 |
|
|
2023
Q2 | $821K | Sell |
18,997
-2,231
| -11% | -$96.4K | 0.01% | 1148 |
|
|
2023
Q1 | $1.02M | Sell |
21,228
-2,791
| -12% | -$134K | 0.01% | 1022 |
|
|
2022
Q4 | $939K | Sell |
24,019
-308
| -1% | -$12K | 0.01% | 1022 |
|
|
2022
Q3 | $787K | Buy |
24,327
+3,704
| +18% | +$120K | 0.02% | 813 |
|
|
2022
Q2 | $743K | Buy |
20,623
+2,982
| +17% | +$107K | 0.01% | 909 |
|
|
2022
Q1 | $839K | Buy |
17,641
+1,261
| +8% | +$60K | 0.01% | 881 |
|
|
2021
Q4 | $703K | Buy |
16,380
+1,065
| +7% | +$45.7K | 0.01% | 980 |
|
|
2021
Q3 | $576K | Sell |
15,315
-9
| -0.1% | -$338 | 0.01% | 1059 |
|
|
2021
Q2 | $675K | Sell |
15,324
-19,043
| -55% | -$839K | 0.01% | 954 |
|
|
2021
Q1 | $1.31M | Buy |
34,367
+20,959
| +156% | +$801K | 0.03% | 562 |
|
|
2020
Q4 | $560K | Buy |
+13,408
| New | +$560K | 0.01% | 909 |
|