Ameritas Advisory Services’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 | $816K | Sell |
9,088
-37
| -0.4% | -$3.32K | 0.04% | 399 |
|
|
2025
Q1 | $691K | Sell |
9,125
-218
| -2% | -$16.5K | 0.03% | 488 |
|
|
2024
Q4 | $525K | Buy |
9,343
+897
| +11% | +$50.4K | 0.02% | 579 |
|
|
2024
Q3 | $516K | Sell |
8,446
-552
| -6% | -$33.7K | 0.02% | 538 |
|
|
2024
Q2 | $472K | Buy |
8,998
+1,021
| +13% | +$53.5K | 0.02% | 596 |
|
|
2024
Q1 | $381K | Buy |
7,977
+1,607
| +25% | +$76.8K | 0.02% | 629 |
|
|
2023
Q4 | $311K | Buy |
6,370
+965
| +18% | +$47.2K | 0.02% | 545 |
|
|
2023
Q3 | $219K | Buy |
+5,405
| New | +$219K | 0.01% | 721 |
|
|
2023
Q2 | – | Sell |
-5,184
| Closed | -$255K | – | 2523 |
|
|
2023
Q1 | $255K | Buy |
+5,184
| New | +$255K | 0.01% | 687 |
|