Advisors Capital Management’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 | $463K | Hold |
5,159
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $401K | Hold |
5,159
| – | – | 0.01% | 398 |
|
|
2024
Q4 | $290K | Sell |
5,159
-500
| -9% | -$28.1K | ﹤0.01% | 453 |
|
|
2024
Q3 | $346K | Hold |
5,659
| – | – | 0.01% | 410 |
|
|
2024
Q2 | $297K | Sell |
5,659
-1,200
| -17% | -$63K | 0.01% | 420 |
|
|
2024
Q1 | $323K | Sell |
6,859
-315
| -4% | -$14.8K | 0.01% | 406 |
|
|
2023
Q4 | $354K | Buy |
7,174
+15
| +0.2% | +$740 | 0.01% | 387 |
|
|
2023
Q3 | $290K | Hold |
7,159
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $309K | Sell |
7,159
-350
| -5% | -$15.1K | 0.01% | 364 |
|
|
2023
Q1 | $362K | Hold |
7,509
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $293K | Sell |
7,509
-14
| -0.2% | -$546 | 0.01% | 382 |
|
|
2022
Q3 | $284K | Buy |
7,523
+14
| +0.2% | +$529 | 0.01% | 394 |
|
|
2022
Q2 | $271K | Hold |
7,509
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $357K | Sell |
7,509
-4
| -0.1% | -$190 | 0.01% | 342 |
|
|
2021
Q4 | $323K | Hold |
7,513
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $282K | Hold |
7,513
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $331K | Hold |
7,513
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $287K | Sell |
7,513
-22
| -0.3% | -$840 | 0.01% | 319 |
|
|
2020
Q4 | $314K | Sell |
7,535
-1
| -0% | -$42 | 0.01% | 288 |
|
|
2020
Q3 | $370K | Buy |
7,536
+36
| +0.5% | +$1.77K | 0.02% | 256 |
|
|
2020
Q2 | $330K | Buy |
+7,500
| New | +$330K | 0.02% | 249 |
|