Checchi Capital 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 | $224K | Buy |
+2,492
| New | +$224K | 0.01% | 527 |
|
2023
Q3 | – | Sell |
-6,573
| Closed | -$284K | – | 584 |
|
2023
Q2 | $284K | Buy |
+6,573
| New | +$284K | 0.03% | 440 |
|
2016
Q3 | – | Sell |
-713
| Closed | -$17K | – | 1215 |
|
2016
Q2 | $17K | Hold |
713
| – | – | ﹤0.01% | 1191 |
|
2016
Q1 | $12K | Buy |
+713
| New | +$12K | ﹤0.01% | 1278 |
|