CIA
Concurrent Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
4,123
+528
| +15% | +$47.4K | 0.01% | 963 |
|
|
2025
Q1 | $279K | Sell |
3,595
-897
| -20% | -$69.6K | 0.01% | 961 |
|
|
2024
Q4 | $253K | Buy |
4,492
+336
| +8% | +$18.9K | 0.01% | 880 |
|
|
2024
Q3 | $254K | Sell |
4,156
-732
| -15% | -$44.7K | 0.01% | 832 |
|
|
2024
Q2 | $256K | Sell |
4,888
-32
| -0.7% | -$1.68K | 0.01% | 780 |
|
|
2024
Q1 | $232K | Sell |
4,920
-550
| -10% | -$25.9K | 0.01% | 745 |
|
|
2023
Q4 | $270K | Buy |
+5,470
| New | +$270K | 0.01% | 677 |
|