CoreCap 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 | $517K | Sell |
5,752
-211
| -4% | -$18.9K | 0.02% | 508 |
|
|
2025
Q1 | $463K | Sell |
5,963
-220
| -4% | -$17.1K | 0.02% | 490 |
|
|
2024
Q4 | $348K | Hold |
6,183
| – | – | 0.02% | 555 |
|
|
2024
Q3 | $378K | Buy |
+6,183
| New | +$378K | 0.02% | 524 |
|
|
2024
Q2 | – | Sell |
-5,187
| Closed | -$244K | – | 2623 |
|
|
2024
Q1 | $244K | Buy |
5,187
+222
| +4% | +$10.5K | 0.01% | 574 |
|
|
2023
Q4 | $245K | Sell |
4,965
-190
| -4% | -$9.38K | 0.02% | 511 |
|
|
2023
Q3 | $209K | Sell |
5,155
-283
| -5% | -$11.5K | 0.02% | 496 |
|
|
2023
Q2 | $235K | Buy |
+5,438
| New | +$235K | 0.02% | 497 |
|
|
2022
Q4 | $213K | Buy |
+5,438
| New | +$213K | 0.02% | 523 |
|
|
2022
Q3 | – | Sell |
-5,467
| Closed | -$197K | – | 2118 |
|
|
2022
Q2 | $197K | Hold |
5,467
| – | – | 0.02% | 517 |
|
|
2022
Q1 | $260K | Sell |
5,467
-30
| -0.5% | -$1.43K | 0.02% | 440 |
|
|
2021
Q4 | $236K | Buy |
+5,497
| New | +$236K | 0.02% | 499 |
|