Advisornet Financial’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 | $328K | Sell |
3,648
-15
| -0.4% | -$1.35K | 0.02% | 454 |
|
|
2025
Q1 | $284K | Sell |
3,663
-15
| -0.4% | -$1.16K | 0.02% | 465 |
|
|
2024
Q4 | $207K | Hold |
3,678
| – | – | 0.02% | 499 |
|
|
2024
Q3 | $225K | Buy |
3,678
+348
| +10% | +$21.3K | 0.02% | 499 |
|
|
2024
Q2 | $175K | Buy |
3,330
+190
| +6% | +$9.96K | 0.02% | 507 |
|
|
2024
Q1 | $148K | Buy |
3,140
+390
| +14% | +$18.4K | 0.01% | 533 |
|
|
2023
Q4 | $136K | Sell |
2,750
-175
| -6% | -$8.64K | 0.01% | 552 |
|
|
2023
Q3 | $119K | Buy |
2,925
+2,200
| +303% | +$89.2K | 0.01% | 576 |
|
|
2023
Q2 | $31.3K | Buy |
725
+150
| +26% | +$6.48K | ﹤0.01% | 949 |
|
|
2023
Q1 | $27.7K | Sell |
575
-150
| -21% | -$7.22K | ﹤0.01% | 967 |
|
|
2022
Q4 | $28.3K | Sell |
725
-200
| -22% | -$7.82K | ﹤0.01% | 943 |
|
|
2022
Q3 | $30K | Sell |
925
-925
| -50% | -$30K | ﹤0.01% | 984 |
|
|
2022
Q2 | $67K | Sell |
1,850
-1,450
| -44% | -$52.5K | 0.01% | 785 |
|
|
2022
Q1 | $157K | Sell |
3,300
-400
| -11% | -$19K | 0.01% | 617 |
|
|
2021
Q4 | $159K | Sell |
3,700
-200
| -5% | -$8.6K | 0.01% | 652 |
|
|
2021
Q3 | $147K | Sell |
3,900
-400
| -9% | -$15.1K | 0.01% | 671 |
|
|
2021
Q2 | $190K | Hold |
4,300
| – | – | 0.01% | 601 |
|
|
2021
Q1 | $164K | Buy |
4,300
+900
| +26% | +$34.3K | 0.01% | 611 |
|
|
2020
Q4 | $142K | Buy |
3,400
+400
| +13% | +$16.7K | 0.01% | 591 |
|
|
2020
Q3 | $147K | Buy |
3,000
+750
| +33% | +$36.8K | 0.01% | 565 |
|
|
2020
Q2 | $99K | Sell |
2,250
-550
| -20% | -$24.2K | 0.01% | 671 |
|
|
2020
Q1 | $77K | Buy |
2,800
+1,039
| +59% | +$28.6K | 0.01% | 669 |
|
|
2019
Q4 | $52K | Sell |
1,761
-144
| -8% | -$4.25K | ﹤0.01% | 880 |
|
|
2019
Q3 | $50K | Buy |
1,905
+505
| +36% | +$13.3K | ﹤0.01% | 906 |
|
|
2019
Q2 | $34K | Hold |
1,400
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $33K | Hold |
1,400
| – | – | ﹤0.01% | 858 |
|
|
2018
Q4 | $27K | Sell |
1,400
-1,250
| -47% | -$24.1K | ﹤0.01% | 849 |
|
|
2018
Q3 | $46K | Sell |
2,650
-363
| -12% | -$6.3K | 0.01% | 752 |
|
|
2018
Q2 | $66K | Sell |
3,013
-2,303
| -43% | -$50.4K | 0.01% | 641 |
|
|
2018
Q1 | $108K | Sell |
5,316
-850
| -14% | -$17.3K | 0.01% | 512 |
|
|
2017
Q4 | $137K | Buy |
+6,166
| New | +$137K | 0.02% | 421 |
|