U.S. Capital Wealth 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 | $5.14M | Sell |
57,233
-29,649
| -34% | -$2.66M | 0.15% | 162 |
|
|
2025
Q1 | $6.74M | Sell |
86,882
-6,559
| -7% | -$509K | 0.21% | 128 |
|
|
2024
Q4 | $5.26M | Sell |
93,441
-1,900
| -2% | -$107K | 0.16% | 149 |
|
|
2024
Q3 | $5.82M | Sell |
95,341
-539
| -0.6% | -$32.9K | 0.21% | 113 |
|
|
2024
Q2 | $5.03M | Sell |
95,880
-4,298
| -4% | -$225K | 0.19% | 115 |
|
|
2024
Q1 | $4.72M | Buy |
100,178
+250
| +0.3% | +$11.8K | 0.18% | 132 |
|
|
2023
Q4 | $4.93M | Buy |
99,928
+544
| +0.5% | +$26.8K | 0.2% | 121 |
|
|
2023
Q3 | $4.03M | Buy |
99,384
+101
| +0.1% | +$4.1K | 0.18% | 121 |
|
|
2023
Q2 | $4.29M | Sell |
99,283
-398
| -0.4% | -$17.2K | 0.2% | 114 |
|
|
2023
Q1 | $4.8M | Buy |
99,681
+3,052
| +3% | +$147K | 0.22% | 103 |
|
|
2022
Q4 | $3.78M | Sell |
96,629
-1,984
| -2% | -$77.5K | 0.17% | 125 |
|
|
2022
Q3 | $3.19M | Buy |
98,613
+3,106
| +3% | +$101K | 0.16% | 132 |
|
|
2022
Q2 | $3.44M | Buy |
95,507
+6,023
| +7% | +$217K | 0.15% | 135 |
|
|
2022
Q1 | $4.26M | Buy |
89,484
+6,000
| +7% | +$286K | 0.16% | 142 |
|
|
2021
Q4 | $3.58M | Buy |
83,484
+4,610
| +6% | +$198K | 0.14% | 164 |
|
|
2021
Q3 | $2.96M | Buy |
+78,874
| New | +$2.96M | 0.13% | 185 |
|