Regal 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
Q4
$458K Buy
2015
Q4
Sell
2015
Q3
$3K Hold
2015
Q2
$5K Sell
2015
Q1
$10K Hold
2014
Q4
$11K Buy
2014
Q3
$4K Sell
2014
Q2
$32K Buy
2014
Q1
$6K Sell
2013
Q4
$44K Buy
2013
Q3
$37K Buy
2013
Q2
$18K Buy