Bradley Foster & Sargent’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 | $4.52M | Sell |
50,349
-8,232
| -14% | -$739K | 0.07% | 160 |
|
|
2025
Q1 | $4.55M | Buy |
58,581
+719
| +1% | +$55.8K | 0.08% | 153 |
|
|
2024
Q4 | $3.25M | Buy |
57,862
+1,288
| +2% | +$72.4K | 0.05% | 171 |
|
|
2024
Q3 | $3.46M | Hold |
56,574
| – | – | 0.06% | 165 |
|
|
2024
Q2 | $2.97M | Sell |
56,574
-96
| -0.2% | -$5.03K | 0.05% | 175 |
|
|
2024
Q1 | $2.67M | Sell |
56,670
-49,411
| -47% | -$2.33M | 0.05% | 182 |
|
|
2023
Q4 | $5.23M | Buy |
106,081
+559
| +0.5% | +$27.6K | 0.1% | 139 |
|
|
2023
Q3 | $4.56M | Hold |
105,522
| – | – | 0.1% | 145 |
|
|
2023
Q2 | $4.56M | Buy |
105,522
+50,600
| +92% | +$2.19M | 0.1% | 145 |
|
|
2023
Q1 | $2.65M | Hold |
54,922
| – | – | 0.06% | 167 |
|
|
2022
Q4 | $2.15M | Sell |
54,922
-548
| -1% | -$21.4K | 0.05% | 180 |
|
|
2022
Q3 | $1.8M | Sell |
55,470
-6,340
| -10% | -$205K | 0.05% | 181 |
|
|
2022
Q2 | $2.23M | Buy |
61,810
+3,541
| +6% | +$128K | 0.06% | 176 |
|
|
2022
Q1 | $2.77M | Buy |
58,269
+21,366
| +58% | +$1.02M | 0.06% | 171 |
|
|
2021
Q4 | $1.58M | Sell |
36,903
-1,856
| -5% | -$79.7K | 0.03% | 216 |
|
|
2021
Q3 | $1.46M | Buy |
38,759
+1,115
| +3% | +$41.9K | 0.03% | 208 |
|
|
2021
Q2 | $1.66M | Buy |
+37,644
| New | +$1.66M | 0.04% | 202 |
|