Advisory Services Network’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 | $2.82M | Buy |
30,834
+8,075
| +35% | +$739K | 0.05% | 436 |
|
|
2025
Q1 | $1.77M | Buy |
22,759
+3,873
| +21% | +$301K | 0.03% | 539 |
|
|
2024
Q4 | $1.06M | Buy |
18,886
+68
| +0.4% | +$3.82K | 0.02% | 716 |
|
|
2024
Q3 | $986K | Hold |
18,818
| – | – | 0.02% | 717 |
|
|
2024
Q2 | $986K | Sell |
18,818
-943
| -5% | -$49.4K | 0.02% | 717 |
|
|
2024
Q1 | $931K | Buy |
19,761
+461
| +2% | +$21.7K | 0.02% | 712 |
|
|
2023
Q4 | $952K | Sell |
19,300
-88,682
| -82% | -$4.38M | 0.02% | 653 |
|
|
2023
Q3 | $4.38M | Sell |
107,982
-2,223
| -2% | -$90.1K | 0.12% | 199 |
|
|
2023
Q2 | $4.76M | Sell |
110,205
-1,862
| -2% | -$80.5K | 0.13% | 191 |
|
|
2023
Q1 | $5.4M | Buy |
112,067
+3,480
| +3% | +$168K | 0.15% | 161 |
|
|
2022
Q4 | $4.24M | Sell |
108,587
-440
| -0.4% | -$17.2K | 0.13% | 191 |
|
|
2022
Q3 | $3.53M | Sell |
109,027
-1,129
| -1% | -$36.5K | 0.12% | 200 |
|
|
2022
Q2 | $3.97M | Buy |
110,156
+1,627
| +1% | +$58.6K | 0.14% | 191 |
|
|
2022
Q1 | $5.16M | Sell |
108,529
-1,108
| -1% | -$52.7K | 0.15% | 162 |
|
|
2021
Q4 | $4.71M | Sell |
109,637
-591
| -0.5% | -$25.4K | 0.14% | 180 |
|
|
2021
Q3 | $4.14M | Buy |
110,228
+66
| +0.1% | +$2.48K | 0.13% | 196 |
|
|
2021
Q2 | $4.86M | Sell |
110,162
-798
| -0.7% | -$35.2K | 0.15% | 162 |
|
|
2021
Q1 | $4.24M | Buy |
110,960
+793
| +0.7% | +$30.3K | 0.16% | 161 |
|
|
2020
Q4 | $4.6M | Buy |
110,167
+3,277
| +3% | +$137K | 0.18% | 140 |
|
|
2020
Q3 | $5.25M | Buy |
106,890
+2,742
| +3% | +$135K | 0.25% | 99 |
|
|
2020
Q2 | $4.59M | Buy |
104,148
+4,386
| +4% | +$193K | 0.25% | 97 |
|
|
2020
Q1 | $2.75M | Buy |
99,762
+1,354
| +1% | +$37.3K | 0.18% | 143 |
|
|
2019
Q4 | $2.93M | Buy |
98,408
+11,775
| +14% | +$350K | 0.15% | 164 |
|
|
2019
Q3 | $2.1M | Hold |
86,633
| – | – | 0.13% | 198 |
|
|
2019
Q2 | $2.1M | Buy |
86,633
+2,954
| +4% | +$71.4K | 0.13% | 198 |
|
|
2019
Q1 | $1.99M | Buy |
83,679
+1,366
| +2% | +$32.5K | 0.14% | 192 |
|
|
2018
Q4 | $1.61M | Sell |
82,313
-5,424
| -6% | -$106K | 0.14% | 192 |
|
|
2018
Q3 | $1.54M | Sell |
87,737
-1,609
| -2% | -$28.2K | 0.11% | 246 |
|
|
2018
Q2 | $1.89M | Buy |
89,346
+2,230
| +3% | +$47.2K | 0.14% | 191 |
|
|
2018
Q1 | $1.78M | Sell |
87,116
-2,654
| -3% | -$54.1K | 0.14% | 186 |
|
|
2017
Q4 | $1.99M | Buy |
89,770
+1,987
| +2% | +$44K | 0.17% | 146 |
|
|
2017
Q3 | $1.68M | Sell |
87,783
-3,509
| -4% | -$67K | 0.19% | 131 |
|
|
2017
Q2 | $1.82M | Sell |
91,292
-79
| -0.1% | -$1.57K | 0.24% | 102 |
|
|
2017
Q1 | $1.9M | Buy |
+91,371
| New | +$1.9M | 0.28% | 80 |
|
|
2016
Q3 | $2.11M | Buy |
78,064
+49,089
| +169% | +$1.33M | 0.4% | 48 |
|
|
2016
Q2 | $682K | Buy |
28,975
+15,077
| +108% | +$355K | 0.16% | 179 |
|
|
2016
Q1 | $230K | Buy |
13,898
+10,233
| +279% | +$169K | 0.06% | 366 |
|
|
2015
Q4 | $46K | Sell |
3,665
-5,647
| -61% | -$70.9K | 0.01% | 605 |
|
|
2015
Q3 | $112K | Buy |
9,312
+7,709
| +481% | +$92.7K | 0.03% | 374 |
|
|
2015
Q2 | $27K | Buy |
1,603
+802
| +100% | +$13.5K | 0.01% | 650 |
|
|
2015
Q1 | $16K | Sell |
801
-100
| -11% | -$2K | ﹤0.01% | 746 |
|
|
2014
Q4 | $21K | Buy |
+901
| New | +$21K | 0.01% | 579 |
|
|
2014
Q1 | – | Sell |
-1,123
| Closed | -$23K | – | 814 |
|
|
2013
Q4 | $23K | Buy |
+1,123
| New | +$23K | 0.01% | 451 |
|