Baird Financial Group’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 | $18.3M | Buy |
203,856
+4,290
| +2% | +$385K | 0.03% | 379 |
|
|
2025
Q1 | $15.5M | Sell |
199,566
-6,044
| -3% | -$469K | 0.03% | 412 |
|
|
2024
Q4 | $11.6M | Buy |
205,610
+2,360
| +1% | +$133K | 0.02% | 478 |
|
|
2024
Q3 | $12.4M | Buy |
203,250
+10,477
| +5% | +$640K | 0.02% | 452 |
|
|
2024
Q2 | $10.1M | Sell |
192,773
-1,864
| -1% | -$97.7K | 0.02% | 474 |
|
|
2024
Q1 | $9.17M | Sell |
194,637
-141,320
| -42% | -$6.66M | 0.02% | 493 |
|
|
2023
Q4 | $16.6M | Sell |
335,957
-6,717
| -2% | -$331K | 0.04% | 349 |
|
|
2023
Q3 | $13.9M | Buy |
342,674
+963
| +0.3% | +$39.1K | 0.04% | 359 |
|
|
2023
Q2 | $14.8M | Sell |
341,711
-3,056
| -0.9% | -$132K | 0.04% | 359 |
|
|
2023
Q1 | $16.6M | Buy |
344,767
+120,322
| +54% | +$5.79M | 0.04% | 334 |
|
|
2022
Q4 | $8.77M | Buy |
224,445
+156,249
| +229% | +$6.11M | 0.02% | 465 |
|
|
2022
Q3 | $2.21M | Buy |
68,196
+3,991
| +6% | +$129K | 0.01% | 799 |
|
|
2022
Q2 | $2.31M | Sell |
64,205
-92,313
| -59% | -$3.33M | 0.01% | 801 |
|
|
2022
Q1 | $7.45M | Buy |
156,518
+1,595
| +1% | +$75.9K | 0.02% | 516 |
|
|
2021
Q4 | $6.65M | Buy |
154,923
+40,698
| +36% | +$1.75M | 0.02% | 539 |
|
|
2021
Q3 | $4.29M | Sell |
114,225
-1,997
| -2% | -$75.1K | 0.01% | 659 |
|
|
2021
Q2 | $5.12M | Buy |
116,222
+1,559
| +1% | +$68.7K | 0.01% | 582 |
|
|
2021
Q1 | $4.38M | Buy |
114,663
+1,150
| +1% | +$43.9K | 0.01% | 612 |
|
|
2020
Q4 | $4.74M | Sell |
113,513
-8,394
| -7% | -$350K | 0.01% | 562 |
|
|
2020
Q3 | $5.98M | Sell |
121,907
-3,994
| -3% | -$196K | 0.02% | 459 |
|
|
2020
Q2 | $5.55M | Buy |
125,901
+4,933
| +4% | +$217K | 0.02% | 452 |
|
|
2020
Q1 | $3.33M | Sell |
120,968
-122,198
| -50% | -$3.36M | 0.02% | 533 |
|
|
2019
Q4 | $7.23M | Sell |
243,166
-2,484
| -1% | -$73.9K | 0.03% | 458 |
|
|
2019
Q3 | $6.45M | Sell |
245,650
-87,842
| -26% | -$2.31M | 0.03% | 447 |
|
|
2019
Q2 | $8.06M | Sell |
333,492
-24,966
| -7% | -$604K | 0.03% | 400 |
|
|
2019
Q1 | $8.54M | Sell |
358,458
-140,963
| -28% | -$3.36M | 0.05% | 341 |
|
|
2018
Q4 | $9.75M | Buy |
499,421
+27,616
| +6% | +$539K | 0.07% | 296 |
|
|
2018
Q3 | $8.09M | Buy |
471,805
+42,891
| +10% | +$735K | 0.05% | 334 |
|
|
2018
Q2 | $9.46M | Buy |
428,914
+2,675
| +0.6% | +$59K | 0.06% | 301 |
|
|
2018
Q1 | $8.68M | Sell |
426,239
-40,689
| -9% | -$829K | 0.06% | 315 |
|
|
2017
Q4 | $10.3M | Sell |
466,928
-3,085
| -0.7% | -$68.3K | 0.07% | 279 |
|
|
2017
Q3 | $8.97M | Buy |
470,013
+77,656
| +20% | +$1.48M | 0.07% | 284 |
|
|
2017
Q2 | $7.8M | Buy |
392,357
+63,365
| +19% | +$1.26M | 0.06% | 309 |
|
|
2017
Q1 | $6.86M | Buy |
328,992
+14,451
| +5% | +$301K | 0.06% | 328 |
|
|
2016
Q4 | $6.08M | Buy |
314,541
+79,859
| +34% | +$1.54M | 0.05% | 333 |
|
|
2016
Q3 | $6.34M | Sell |
234,682
-17,113
| -7% | -$463K | 0.06% | 324 |
|
|
2016
Q2 | $6.03M | Buy |
251,795
+25,934
| +11% | +$621K | 0.06% | 329 |
|
|
2016
Q1 | $3.75M | Sell |
225,861
-3,673
| -2% | -$60.9K | 0.04% | 409 |
|
|
2015
Q4 | $2.85M | Buy |
229,534
+60,165
| +36% | +$747K | 0.03% | 459 |
|
|
2015
Q3 | $2.03M | Buy |
169,369
+116,462
| +220% | +$1.4M | 0.02% | 512 |
|
|
2015
Q2 | $917K | Buy |
+52,907
| New | +$917K | 0.01% | 773 |
|