Ancora Advisors’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 | $8.98K | Hold |
100
| – | – | ﹤0.01% | 1378 |
|
|
2025
Q1 | $7.76K | Hold |
100
| – | – | ﹤0.01% | 1338 |
|
|
2024
Q4 | $5.62K | Hold |
100
| – | – | ﹤0.01% | 1422 |
|
|
2024
Q3 | $6.11K | Hold |
100
| – | – | ﹤0.01% | 1381 |
|
|
2024
Q2 | $5.24K | Sell |
100
-400
| -80% | -$21K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $23.6K | Sell |
500
-300
| -38% | -$14.1K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $39.5K | Hold |
800
| – | – | ﹤0.01% | 967 |
|
|
2023
Q3 | $32.4K | Hold |
800
| – | – | ﹤0.01% | 994 |
|
|
2023
Q2 | $34.6K | Sell |
800
-100
| -11% | -$4.32K | ﹤0.01% | 972 |
|
|
2023
Q1 | $43.3K | Hold |
900
| – | – | ﹤0.01% | 921 |
|
|
2022
Q4 | $35K | Sell |
900
-100
| -10% | -$3.89K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $32K | Sell |
1,000
-500
| -33% | -$16K | ﹤0.01% | 1174 |
|
|
2022
Q2 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q1 | $71K | Buy |
1,500
+100
| +7% | +$4.73K | ﹤0.01% | 1107 |
|
|
2021
Q4 | $60K | Hold |
1,400
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q3 | $53K | Hold |
1,400
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q2 | $62K | Hold |
1,400
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q1 | $53K | Hold |
1,400
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q4 | $58K | Hold |
1,400
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $69K | Buy |
1,400
+100
| +8% | +$4.93K | ﹤0.01% | 770 |
|
|
2020
Q2 | $57K | Hold |
1,300
| – | – | ﹤0.01% | 778 |
|
|
2020
Q1 | $36K | Hold |
1,300
| – | – | ﹤0.01% | 910 |
|
|
2019
Q4 | $39K | Buy |
+1,300
| New | +$39K | ﹤0.01% | 930 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$12K | – | 1189 |
|
|
2018
Q3 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 1175 |
|
|
2017
Q1 | – | Sell |
-2,400
| Closed | -$47K | – | 1076 |
|
|
2016
Q4 | $47K | Buy |
+2,400
| New | +$47K | ﹤0.01% | 786 |
|