Mount Yale Investment 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 | $9.79K | Buy |
+109
| New | +$9.79K | ﹤0.01% | 1135 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 577 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 606 |
|
|
2018
Q4 | – | Sell |
-2,223
| Closed | -$36K | – | 790 |
|
|
2018
Q3 | $36K | Sell |
2,223
-945
| -30% | -$15.3K | 0.01% | 671 |
|
|
2018
Q2 | $70K | Hold |
3,168
| – | – | 0.01% | 563 |
|
|
2018
Q1 | $65K | Buy |
+3,168
| New | +$65K | 0.01% | 568 |
|