Clearstead Advisors’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 | $198K | Hold |
2,203
| – | – | ﹤0.01% | 897 |
|
|
2025
Q1 | $171K | Buy |
2,203
+713
| +48% | +$55.4K | ﹤0.01% | 865 |
|
|
2024
Q4 | $83.8K | Hold |
1,490
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q3 | $91K | Hold |
1,490
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q2 | $78.1K | Buy |
1,490
+336
| +29% | +$17.6K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $63K | Buy |
1,154
+833
| +260% | +$45.5K | ﹤0.01% | 713 |
|
|
2023
Q4 | $15.8K | Buy |
+321
| New | +$15.8K | ﹤0.01% | 979 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$1K | – | 1464 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1227 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1211 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1083 |
|