Valeo 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 | $401K | Buy |
4,463
+41
| +0.9% | +$3.68K | 0.01% | 498 |
|
|
2025
Q1 | $343K | Hold |
4,422
| – | – | 0.01% | 499 |
|
|
2024
Q4 | $249K | Sell |
4,422
-1
| -0% | -$56 | 0.01% | 583 |
|
|
2024
Q3 | $270K | Buy |
+4,423
| New | +$270K | 0.01% | 557 |
|
|
2021
Q2 | – | Sell |
-2,950
| Closed | -$113K | – | 1733 |
|
|
2021
Q1 | $113K | Buy |
2,950
+1,000
| +51% | +$38.3K | 0.01% | 561 |
|
|
2020
Q4 | $81K | Buy |
1,950
+1,148
| +143% | +$47.7K | ﹤0.01% | 614 |
|
|
2020
Q3 | $39K | Sell |
802
-200
| -20% | -$9.73K | ﹤0.01% | 706 |
|
|
2020
Q2 | $44K | Buy |
1,002
+35
| +4% | +$1.54K | ﹤0.01% | 747 |
|
|
2020
Q1 | $30K | Buy |
967
+73
| +8% | +$2.27K | ﹤0.01% | 747 |
|
|
2019
Q4 | $27K | Hold |
894
| – | – | ﹤0.01% | 840 |
|
|
2019
Q3 | $23K | Hold |
894
| – | – | ﹤0.01% | 805 |
|
|
2019
Q2 | $22K | Buy |
894
+58
| +7% | +$1.43K | ﹤0.01% | 819 |
|
|
2019
Q1 | $20K | Sell |
836
-500
| -37% | -$12K | ﹤0.01% | 790 |
|
|
2018
Q4 | $26K | Sell |
1,336
-250
| -16% | -$4.87K | ﹤0.01% | 632 |
|
|
2018
Q3 | $26K | Hold |
1,586
| – | – | ﹤0.01% | 685 |
|
|
2018
Q2 | $32K | Hold |
1,586
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $32K | Hold |
1,586
| – | – | 0.01% | 595 |
|
|
2017
Q4 | $35K | Buy |
1,586
+800
| +102% | +$17.7K | 0.01% | 547 |
|
|
2017
Q3 | $15K | Buy |
+786
| New | +$15K | ﹤0.01% | 615 |
|