CLA (CliftonLarsonAllen) Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Hold |
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|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $923K | Hold |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $775K | Buy |
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|
2024
Q2 | $623K | Hold |
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|
2024
Q1 | $560K | Hold |
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|
2023
Q4 | $587K | Hold |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $524K | Hold |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $496K | Hold |
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|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $524K | Buy |
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|
2019
Q4 | $358K | Buy |
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