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