Clearstead 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 | $390K | Buy |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $171K | Buy |
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|
2024
Q4 | $83.8K | Hold |
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|
2024
Q3 | $91K | Hold |
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|
2024
Q2 | $78.1K | Buy |
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|
2024
Q1 | $63K | Buy |
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|
2023
Q4 | $15.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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