Mount Yale Investment 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
Sell
2025
Q2
$9.79K Buy
2025
Q1
Hold
2024
Q4
Hold
2018
Q4
Sell
2018
Q3
$36K Sell
2018
Q2
$70K Hold
2018
Q1
$65K Buy