CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
11,888
| – | – | 0.02% | 157 |
|
|
2025
Q1 | $923K | Hold |
11,888
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $669K | Sell |
11,888
-797
| -6% | -$44.8K | 0.01% | 159 |
|
|
2024
Q3 | $775K | Buy |
12,685
+797
| +7% | +$48.7K | 0.02% | 153 |
|
|
2024
Q2 | $623K | Hold |
11,888
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $560K | Hold |
11,888
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $587K | Hold |
11,888
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $482K | Hold |
11,888
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $514K | Hold |
11,888
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $573K | Hold |
11,888
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $465K | Hold |
11,888
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $385K | Hold |
11,888
| – | – | 0.05% | 81 |
|
|
2022
Q2 | $428K | Hold |
11,888
| – | – | 0.02% | 167 |
|
|
2022
Q1 | $566K | Hold |
11,888
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $510K | Hold |
11,888
| – | – | 0.02% | 159 |
|
|
2021
Q3 | $447K | Hold |
11,888
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $524K | Hold |
11,888
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $454K | Hold |
11,888
| – | – | 0.02% | 157 |
|
|
2020
Q4 | $496K | Hold |
11,888
| – | – | 0.02% | 145 |
|
|
2020
Q3 | $583K | Hold |
11,888
| – | – | 0.03% | 134 |
|
|
2020
Q2 | $524K | Buy |
+11,888
| New | +$524K | 0.03% | 138 |
|
|
2019
Q4 | $358K | Buy |
+12,023
| New | +$358K | 0.03% | 141 |
|