AE Wealth 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 | $536K | Sell |
5,968
-832
| -12% | -$74.7K | ﹤0.01% | 904 |
|
|
2025
Q1 | $528K | Sell |
6,800
-3,021
| -31% | -$235K | ﹤0.01% | 903 |
|
|
2024
Q4 | $552K | Sell |
9,821
-16,336
| -62% | -$919K | ﹤0.01% | 875 |
|
|
2024
Q3 | $1.6M | Buy |
26,157
+8,845
| +51% | +$540K | 0.01% | 598 |
|
|
2024
Q2 | $907K | Buy |
+17,312
| New | +$907K | 0.01% | 722 |
|
|
2024
Q1 | – | Sell |
-97,560
| Closed | -$4.56M | – | 1997 |
|
|
2023
Q4 | $4.56M | Buy |
97,560
+70,549
| +261% | +$3.3M | 0.02% | 627 |
|
|
2023
Q3 | $1.1M | Sell |
27,011
-556
| -2% | -$22.5K | 0.01% | 1053 |
|
|
2023
Q2 | $1.19M | Buy |
27,567
+6,332
| +30% | +$274K | 0.01% | 1023 |
|
|
2023
Q1 | $1.02M | Buy |
21,235
+556
| +3% | +$26.8K | 0.01% | 1030 |
|
|
2022
Q4 | $808K | Buy |
20,679
+246
| +1% | +$9.61K | 0.01% | 1073 |
|
|
2022
Q3 | $661K | Buy |
20,433
+6,790
| +50% | +$220K | 0.01% | 1103 |
|
|
2022
Q2 | $492K | Buy |
13,643
+3,415
| +33% | +$123K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $487K | Buy |
10,228
+207
| +2% | +$9.86K | ﹤0.01% | 1241 |
|
|
2021
Q4 | $430K | Buy |
10,021
+4,114
| +70% | +$177K | ﹤0.01% | 1309 |
|
|
2021
Q3 | $222K | Buy |
5,907
+684
| +13% | +$25.7K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $230K | Sell |
5,223
-343
| -6% | -$15.1K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $213K | Buy |
+5,566
| New | +$213K | ﹤0.01% | 1386 |
|
|
2020
Q4 | – | Sell |
-8,780
| Closed | -$431K | – | 1417 |
|
|
2020
Q3 | $431K | Buy |
+8,780
| New | +$431K | 0.01% | 928 |
|
|
2019
Q3 | – | Sell |
-22,854
| Closed | -$553K | – | 1063 |
|
|
2019
Q2 | $553K | Buy |
+22,854
| New | +$553K | 0.02% | 558 |
|