MCF 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 | $62K | Hold |
690
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $53.6K | Hold |
690
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $38.8K | Hold |
690
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $42.1K | Hold |
690
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $36.2K | Hold |
690
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $32.5K | Hold |
690
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $34K | Hold |
690
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $28K | Hold |
690
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $29.8K | Hold |
690
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $33.2K | Buy |
690
+681
| +7,567% | +$32.8K | ﹤0.01% | 411 |
|
|
2022
Q4 | $352 | Sell |
9
-209
| -96% | -$8.17K | ﹤0.01% | 798 |
|
|
2022
Q3 | $7K | Hold |
218
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $8K | Hold |
218
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $10K | Buy |
+218
| New | +$10K | ﹤0.01% | 528 |
|
|
2021
Q4 | – | Sell |
-218
| Closed | -$8K | – | 695 |
|
|
2021
Q3 | $8K | Hold |
218
| – | – | ﹤0.01% | 494 |
|
|
2021
Q2 | $10K | Hold |
218
| – | – | ﹤0.01% | 451 |
|
|
2021
Q1 | $8K | Hold |
218
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $9K | Hold |
218
| – | – | ﹤0.01% | 390 |
|
|
2020
Q3 | $11K | Hold |
218
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $10K | Buy |
+218
| New | +$10K | ﹤0.01% | 371 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$44K | – | 514 |
|
|
2017
Q4 | $44K | Hold |
2,000
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $38K | Hold |
2,000
| – | – | 0.01% | 257 |
|
|
2017
Q2 | $40K | Hold |
2,000
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $42K | Buy |
+2,000
| New | +$42K | 0.01% | 245 |
|