Bristlecone Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
41,774
-21,973
| -34% | -$1.97M | 0.32% | 63 |
|
|
2025
Q1 | $4.95M | Buy |
63,747
+2,306
| +4% | +$179K | 0.4% | 55 |
|
|
2024
Q4 | $3.46M | Sell |
61,441
-387
| -0.6% | -$21.8K | 0.27% | 75 |
|
|
2024
Q3 | $3.78M | Sell |
61,828
-405
| -0.7% | -$24.7K | 0.3% | 66 |
|
|
2024
Q2 | $3.26M | Buy |
62,233
+4,210
| +7% | +$221K | 0.28% | 73 |
|
|
2024
Q1 | $2.73M | Buy |
58,023
+4,041
| +7% | +$190K | 0.24% | 86 |
|
|
2023
Q4 | $2.66M | Buy |
53,982
+1,576
| +3% | +$77.8K | 0.27% | 81 |
|
|
2023
Q3 | $2.13M | Buy |
52,406
+3,000
| +6% | +$122K | 0.24% | 89 |
|
|
2023
Q2 | $2.14M | Sell |
49,406
-1,059
| -2% | -$45.8K | 0.21% | 92 |
|
|
2023
Q1 | $2.43M | Buy |
50,465
+7,099
| +16% | +$342K | 0.27% | 81 |
|
|
2022
Q4 | $1.69M | Buy |
43,366
+952
| +2% | +$37.2K | 0.21% | 98 |
|
|
2022
Q3 | $1.37M | Sell |
42,414
-9,451
| -18% | -$306K | 0.18% | 102 |
|
|
2022
Q2 | $1.87M | Buy |
51,865
+5,543
| +12% | +$200K | 0.23% | 89 |
|
|
2022
Q1 | $2.2M | Buy |
46,322
+5,173
| +13% | +$246K | 0.27% | 84 |
|
|
2021
Q4 | $1.77M | Buy |
+41,149
| New | +$1.77M | 0.21% | 97 |
|