Brown Advisory’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 | $446K | Sell |
4,965
-26
| -0.5% | -$2.34K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $387K | Sell |
4,991
-426
| -8% | -$33.1K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $305K | Hold |
5,417
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q3 | $331K | Buy |
5,417
+582
| +12% | +$35.5K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $253K | Sell |
4,835
-1,248
| -21% | -$65.4K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $287K | Buy |
6,083
+1,026
| +20% | +$48.4K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $250K | Sell |
5,057
-329
| -6% | -$16.2K | ﹤0.01% | 1098 |
|
|
2023
Q3 | $218K | Hold |
5,386
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q2 | $233K | Hold |
5,386
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q1 | $259K | Buy |
5,386
+91
| +2% | +$4.38K | ﹤0.01% | 1069 |
|
|
2022
Q4 | $207K | Buy |
+5,295
| New | +$207K | ﹤0.01% | 1129 |
|