Bard Associates’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 | $5.22M | Sell |
58,096
-3,220
| -5% | -$289K | 1.68% | 12 |
|
|
2025
Q1 | $4.76M | Sell |
61,316
-647
| -1% | -$50.2K | 1.78% | 12 |
|
|
2024
Q4 | $3.48M | Sell |
61,963
-80
| -0.1% | -$4.5K | 1.18% | 25 |
|
|
2024
Q3 | $3.79M | Sell |
62,043
-707
| -1% | -$43.2K | 1.29% | 17 |
|
|
2024
Q2 | $3.29M | Sell |
62,750
-137
| -0.2% | -$7.18K | 1.26% | 19 |
|
|
2024
Q1 | $2.96M | Sell |
62,887
-900
| -1% | -$42.4K | 1.07% | 29 |
|
|
2023
Q4 | $3.15M | Sell |
63,787
-975
| -2% | -$48.1K | 1.2% | 21 |
|
|
2023
Q3 | $2.63M | Sell |
64,762
-410
| -0.6% | -$16.6K | 1.09% | 28 |
|
|
2023
Q2 | $2.82M | Sell |
65,172
-300
| -0.5% | -$13K | 1.09% | 28 |
|
|
2023
Q1 | $3.16M | Buy |
65,472
+1,100
| +2% | +$53.1K | 1.31% | 21 |
|
|
2022
Q4 | $2.52M | Sell |
64,372
-190
| -0.3% | -$7.43K | 1.08% | 33 |
|
|
2022
Q3 | $2.09M | Sell |
64,562
-20
| -0% | -$647 | 0.94% | 39 |
|
|
2022
Q2 | $2.33M | Sell |
64,582
-235
| -0.4% | -$8.47K | 1% | 34 |
|
|
2022
Q1 | $3.08M | Buy |
64,817
+595
| +0.9% | +$28.3K | 1.09% | 31 |
|
|
2021
Q4 | $2.76M | Buy |
64,222
+200
| +0.3% | +$8.59K | 0.91% | 40 |
|
|
2021
Q3 | $2.41M | Buy |
64,022
+140
| +0.2% | +$5.26K | 0.81% | 47 |
|
|
2021
Q2 | $2.82M | Buy |
63,882
+3,785
| +6% | +$167K | 0.92% | 36 |
|
|
2021
Q1 | $2.3M | Buy |
60,097
+2,925
| +5% | +$112K | 0.83% | 45 |
|
|
2020
Q4 | $2.39M | Sell |
57,172
-150
| -0.3% | -$6.26K | 0.94% | 35 |
|
|
2020
Q3 | $2.81M | Sell |
57,322
-690
| -1% | -$33.9K | 1.49% | 15 |
|
|
2020
Q2 | $2.56M | Sell |
58,012
-1,250
| -2% | -$55.1K | 1.42% | 19 |
|
|
2020
Q1 | $1.63M | Sell |
59,262
-450
| -0.8% | -$12.4K | 1.2% | 22 |
|
|
2019
Q4 | $1.78M | Sell |
59,712
-640
| -1% | -$19K | 0.9% | 40 |
|
|
2019
Q3 | $1.58M | Sell |
60,352
-2,160
| -3% | -$56.7K | 0.81% | 46 |
|
|
2019
Q2 | $1.51M | Sell |
62,512
-150
| -0.2% | -$3.63K | 0.75% | 47 |
|
|
2019
Q1 | $1.49M | Sell |
62,662
-675
| -1% | -$16.1K | 0.75% | 51 |
|
|
2018
Q4 | $1.24M | Sell |
63,337
-1,300
| -2% | -$25.4K | 0.72% | 53 |
|
|
2018
Q3 | $1.13M | Sell |
64,637
-100
| -0.2% | -$1.75K | 0.52% | 76 |
|
|
2018
Q2 | $1.43M | Sell |
64,737
-375
| -0.6% | -$8.27K | 0.66% | 63 |
|
|
2018
Q1 | $1.33M | Sell |
65,112
-3,650
| -5% | -$74.3K | 0.66% | 63 |
|
|
2017
Q4 | $1.52M | Sell |
68,762
-1,300
| -2% | -$28.8K | 0.73% | 51 |
|
|
2017
Q3 | $1.34M | Hold |
70,062
| – | – | 0.62% | 63 |
|
|
2017
Q2 | $1.39M | Buy |
70,062
+150
| +0.2% | +$2.98K | 0.63% | 61 |
|
|
2017
Q1 | $1.46M | Buy |
69,912
+200
| +0.3% | +$4.17K | 0.68% | 59 |
|
|
2016
Q4 | $1.35M | Sell |
69,712
-1,590
| -2% | -$30.7K | 0.63% | 61 |
|
|
2016
Q3 | $1.93M | Sell |
71,302
-2,300
| -3% | -$62.2K | 0.94% | 34 |
|
|
2016
Q2 | $1.73M | Sell |
73,602
-899
| -1% | -$21.2K | 0.92% | 41 |
|
|
2016
Q1 | $1.24M | Sell |
74,501
-1,370
| -2% | -$22.7K | 0.71% | 53 |
|
|
2015
Q4 | $942K | Sell |
75,871
-2,600
| -3% | -$32.3K | 0.56% | 68 |
|
|
2015
Q3 | $942K | Sell |
78,471
-700
| -0.9% | -$8.4K | 0.54% | 71 |
|
|
2015
Q2 | $1.37M | Sell |
79,171
-2,400
| -3% | -$41.6K | 0.68% | 59 |
|
|
2015
Q1 | $1.55M | Sell |
81,571
-600
| -0.7% | -$11.4K | 0.74% | 55 |
|
|
2014
Q4 | $1.67M | Hold |
82,171
| – | – | 0.78% | 50 |
|
|
2014
Q3 | $1.64M | Sell |
82,171
-292
| -0.4% | -$5.82K | 0.77% | 53 |
|
|
2014
Q2 | $2.17M | Sell |
82,463
-400
| -0.5% | -$10.5K | 0.86% | 33 |
|
|
2014
Q1 | $1.88M | Buy |
82,863
+1,250
| +2% | +$28.4K | 0.8% | 40 |
|
|
2013
Q4 | $1.65M | Sell |
81,613
-500
| -0.6% | -$10.1K | 0.69% | 51 |
|
|
2013
Q3 | $2.03M | Buy |
82,113
+200
| +0.2% | +$4.95K | 0.9% | 32 |
|
|
2013
Q2 | $1.61M | Buy |
+81,913
| New | +$1.61M | 0.75% | 47 |
|