Ardsley Advisory Partners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,000
| Closed | -$1.22M | – | 155 |
|
|
2024
Q3 | $1.22M | Buy |
20,000
+5,000
| +33% | +$305K | 0.2% | 78 |
|
|
2024
Q2 | $786K | Buy |
+15,000
| New | +$786K | 0.12% | 87 |
|
|
2024
Q1 | – | Sell |
-35,000
| Closed | -$1.73M | – | 164 |
|
|
2023
Q4 | $1.73M | Sell |
35,000
-25,000
| -42% | -$1.23M | 0.27% | 61 |
|
|
2023
Q3 | $2.43M | Buy |
60,000
+15,000
| +33% | +$608K | 0.54% | 44 |
|
|
2023
Q2 | $1.94M | Buy |
+45,000
| New | +$1.94M | 0.33% | 53 |
|
|
2023
Q1 | – | Sell |
-25,000
| Closed | -$977K | – | 134 |
|
|
2022
Q4 | $977K | Buy |
+25,000
| New | +$977K | 0.2% | 57 |
|