Allworth 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 | $552K | Buy |
6,147
+432
| +8% | +$38.8K | ﹤0.01% | 804 |
|
|
2025
Q1 | $470K | Buy |
5,715
+161
| +3% | +$13.2K | ﹤0.01% | 699 |
|
|
2024
Q4 | $328K | Buy |
5,554
+4,469
| +412% | +$264K | ﹤0.01% | 794 |
|
|
2024
Q3 | $66.3K | Hold |
1,085
| – | – | ﹤0.01% | 1275 |
|
|
2024
Q2 | $65.1K | Buy |
1,085
+2
| +0.2% | +$120 | ﹤0.01% | 1252 |
|
|
2024
Q1 | $51K | Buy |
1,083
+9
| +0.8% | +$424 | ﹤0.01% | 1298 |
|
|
2023
Q4 | $53K | Sell |
1,074
-209
| -16% | -$10.3K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $52K | Buy |
1,283
+25
| +2% | +$1.01K | ﹤0.01% | 1106 |
|
|
2023
Q2 | $54.4K | Buy |
1,258
+604
| +92% | +$26.1K | ﹤0.01% | 1101 |
|
|
2023
Q1 | $31.5K | Buy |
654
+263
| +67% | +$12.7K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $15.3K | Sell |
391
-321
| -45% | -$12.5K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $23K | Sell |
712
-40
| -5% | -$1.29K | ﹤0.01% | 1245 |
|
|
2022
Q2 | $27K | Buy |
752
+97
| +15% | +$3.48K | ﹤0.01% | 1119 |
|
|
2022
Q1 | $31K | Sell |
655
-50
| -7% | -$2.37K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $30K | Buy |
705
+2
| +0.3% | +$85 | ﹤0.01% | 979 |
|
|
2021
Q3 | $26K | Sell |
703
-22
| -3% | -$814 | ﹤0.01% | 955 |
|
|
2021
Q2 | $32K | Buy |
725
+2
| +0.3% | +$88 | ﹤0.01% | 730 |
|
|
2021
Q1 | $28K | Buy |
723
+270
| +60% | +$10.5K | ﹤0.01% | 707 |
|
|
2020
Q4 | $19K | Buy |
453
+1
| +0.2% | +$42 | ﹤0.01% | 689 |
|
|
2020
Q3 | $22K | Buy |
452
+1
| +0.2% | +$49 | ﹤0.01% | 556 |
|
|
2020
Q2 | $20K | Buy |
451
+231
| +105% | +$10.2K | ﹤0.01% | 590 |
|
|
2020
Q1 | $6K | Buy |
+220
| New | +$6K | ﹤0.01% | 845 |
|
|
2019
Q4 | – | Sell |
-101
| Closed | -$3K | – | 1121 |
|
|
2019
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 786 |
|
|
2019
Q2 | $2K | Buy |
101
+1
| +1% | +$20 | ﹤0.01% | 843 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 859 |
|
|
2017
Q1 | – | Sell |
-18
| Closed | – | – | 838 |
|
|
2016
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 755 |
|
|
2016
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 753 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 675 |
|
|
2015
Q4 | $1K | Sell |
100
-1,700
| -94% | -$17K | ﹤0.01% | 603 |
|
|
2015
Q3 | $22K | Hold |
1,800
| – | – | 0.01% | 301 |
|
|
2015
Q2 | $31K | Hold |
1,800
| – | – | 0.01% | 258 |
|
|
2015
Q1 | $34K | Buy |
+1,800
| New | +$34K | 0.01% | 241 |
|