Sequoia Financial 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	$702K	Buy	7,813 +2,421	+45%	+$217K	﹤0.01%	836
2025 Q1	$419K	Buy	5,392 +297	+6%	+$23.1K	﹤0.01%	918
2024 Q4	$287K	Sell	5,095 -538	-10%	-$30.3K	﹤0.01%	1033
2024 Q3	$344K	Buy	5,633 +1,171	+26%	+$71.5K	﹤0.01%	910
2024 Q2	$234K	Buy	+4,462	New	+$234K	﹤0.01%	1016