Blue Trust Inc’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 | $767K | Buy |
8,544
+676
| +9% | +$60.7K | 0.01% | 346 |
|
2025
Q1 | $611K | Buy |
7,868
+2,594
| +49% | +$201K | 0.01% | 361 |
|
2024
Q4 | $297K | Sell |
5,274
-3,713
| -41% | -$209K | ﹤0.01% | 528 |
|
2024
Q3 | $471K | Buy |
8,987
+3,695
| +70% | +$194K | 0.01% | 492 |
|
2024
Q2 | $249K | Buy |
5,292
+1,059
| +25% | +$49.9K | ﹤0.01% | 625 |
|
2024
Q1 | $200K | Sell |
4,233
-22
| -0.5% | -$1.04K | ﹤0.01% | 501 |
|
2023
Q4 | $172K | Buy |
4,255
+669
| +19% | +$27K | ﹤0.01% | 496 |
|
2023
Q3 | $155K | Buy |
3,586
+2,245
| +167% | +$97K | ﹤0.01% | 500 |
|
2023
Q2 | $65K | Sell |
1,341
-4,540
| -77% | -$220K | ﹤0.01% | 617 |
|
2023
Q1 | $229K | Buy |
5,881
+2,123
| +56% | +$82.7K | ﹤0.01% | 496 |
|
2022
Q4 | $122K | Buy |
3,758
+2,703
| +256% | +$87.8K | ﹤0.01% | 600 |
|
2022
Q3 | $38K | Buy |
1,055
+901
| +585% | +$32.5K | ﹤0.01% | 859 |
|
2022
Q2 | $7K | Buy |
+154
| New | +$7K | ﹤0.01% | 1352 |
|