Cambridge Investment Research Advisors’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 | $4.78M | Sell |
53,275
-4,113
| -7% | -$369K | 0.01% | 882 |
|
|
2025
Q1 | $4.46M | Sell |
57,388
-9,962
| -15% | -$773K | 0.02% | 866 |
|
|
2024
Q4 | $3.79M | Buy |
67,350
+7,345
| +12% | +$413K | 0.01% | 956 |
|
|
2024
Q3 | $3.67M | Sell |
60,005
-15,302
| -20% | -$935K | 0.01% | 974 |
|
|
2024
Q2 | $3.95M | Sell |
75,307
-4,183
| -5% | -$219K | 0.01% | 884 |
|
|
2024
Q1 | $3.75M | Sell |
79,490
-4,536
| -5% | -$214K | 0.01% | 915 |
|
|
2023
Q4 | $4.15M | Sell |
84,026
-3,834
| -4% | -$189K | 0.02% | 796 |
|
|
2023
Q3 | $3.56M | Buy |
87,860
+5,181
| +6% | +$210K | 0.02% | 829 |
|
|
2023
Q2 | $3.57M | Sell |
82,679
-119
| -0.1% | -$5.14K | 0.02% | 833 |
|
|
2023
Q1 | $3.99M | Sell |
82,798
-1,919
| -2% | -$92.4K | 0.02% | 748 |
|
|
2022
Q4 | $3.31M | Sell |
84,717
-4,788
| -5% | -$187K | 0.02% | 803 |
|
|
2022
Q3 | $2.9M | Sell |
89,505
-3,759
| -4% | -$122K | 0.02% | 837 |
|
|
2022
Q2 | $3.36M | Sell |
93,264
-8,797
| -9% | -$317K | 0.02% | 785 |
|
|
2022
Q1 | $4.86M | Sell |
102,061
-3,121
| -3% | -$148K | 0.02% | 647 |
|
|
2021
Q4 | $4.52M | Buy |
105,182
+1,178
| +1% | +$50.6K | 0.02% | 689 |
|
|
2021
Q3 | $3.91M | Buy |
104,004
+9,623
| +10% | +$362K | 0.02% | 719 |
|
|
2021
Q2 | $4.16M | Buy |
94,381
+7,928
| +9% | +$349K | 0.02% | 711 |
|
|
2021
Q1 | $3.3M | Buy |
86,453
+5,989
| +7% | +$229K | 0.02% | 752 |
|
|
2020
Q4 | $3.36M | Buy |
80,464
+202
| +0.3% | +$8.43K | 0.02% | 668 |
|
|
2020
Q3 | $3.93M | Sell |
80,262
-39
| -0% | -$1.91K | 0.03% | 541 |
|
|
2020
Q2 | $3.53M | Buy |
80,301
+20,804
| +35% | +$914K | 0.03% | 548 |
|
|
2020
Q1 | $1.63M | Sell |
59,497
-17,377
| -23% | -$475K | 0.02% | 751 |
|
|
2019
Q4 | $2.29M | Buy |
76,874
+819
| +1% | +$24.4K | 0.02% | 736 |
|
|
2019
Q3 | $2M | Buy |
76,055
+32,054
| +73% | +$841K | 0.02% | 750 |
|
|
2019
Q2 | $1.06M | Sell |
44,001
-1,693
| -4% | -$40.9K | 0.01% | 997 |
|
|
2019
Q1 | $1.09M | Buy |
45,694
+5,949
| +15% | +$142K | 0.01% | 989 |
|
|
2018
Q4 | $776K | Sell |
39,745
-2,511
| -6% | -$49K | 0.01% | 1067 |
|
|
2018
Q3 | $739K | Sell |
42,256
-1,040
| -2% | -$18.2K | 0.01% | 1212 |
|
|
2018
Q2 | $955K | Buy |
43,296
+7,026
| +19% | +$155K | 0.01% | 1008 |
|
|
2018
Q1 | $739K | Sell |
36,270
-1,971
| -5% | -$40.2K | 0.01% | 1113 |
|
|
2017
Q4 | $846K | Sell |
38,241
-5,496
| -13% | -$122K | 0.01% | 987 |
|
|
2017
Q3 | $835K | Sell |
43,737
-867
| -2% | -$16.6K | 0.01% | 931 |
|
|
2017
Q2 | $886K | Sell |
44,604
-1,543
| -3% | -$30.7K | 0.01% | 865 |
|
|
2017
Q1 | $962K | Buy |
46,147
+464
| +1% | +$9.67K | 0.02% | 744 |
|
|
2016
Q4 | $883K | Sell |
45,683
-252
| -0.5% | -$4.87K | 0.02% | 742 |
|
|
2016
Q3 | $1.24M | Buy |
45,935
+5,595
| +14% | +$151K | 0.02% | 589 |
|
|
2016
Q2 | $949K | Buy |
40,340
+4,954
| +14% | +$117K | 0.02% | 624 |
|
|
2016
Q1 | $587K | Buy |
35,386
+2,874
| +9% | +$47.7K | 0.01% | 816 |
|
|
2015
Q4 | $404K | Sell |
32,512
-3,477
| -10% | -$43.2K | 0.01% | 971 |
|
|
2015
Q3 | $432K | Buy |
35,989
+1,892
| +6% | +$22.7K | 0.01% | 828 |
|
|
2015
Q2 | $591K | Sell |
34,097
-1,513
| -4% | -$26.2K | 0.02% | 730 |
|
|
2015
Q1 | $677K | Buy |
35,610
+2,072
| +6% | +$39.4K | 0.02% | 659 |
|
|
2014
Q4 | $682K | Sell |
33,538
-4,684
| -12% | -$95.3K | 0.02% | 627 |
|
|
2014
Q3 | $762K | Buy |
38,222
+1,162
| +3% | +$23.2K | 0.02% | 618 |
|
|
2014
Q2 | $974K | Buy |
37,060
+8,462
| +30% | +$222K | 0.03% | 467 |
|
|
2014
Q1 | $649K | Buy |
28,598
+654
| +2% | +$14.8K | 0.02% | 583 |
|
|
2013
Q4 | $564K | Buy |
27,944
+3,229
| +13% | +$65.2K | 0.02% | 607 |
|
|
2013
Q3 | $612K | Buy |
24,715
+3,982
| +19% | +$98.6K | 0.03% | 535 |
|
|
2013
Q2 | $408K | Buy |
+20,733
| New | +$408K | 0.02% | 628 |
|