Capital Analysts LLC’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 | $70K | Sell |
779
-520
| -40% | -$46.7K | ﹤0.01% | 745 |
|
|
2025
Q1 | $101K | Sell |
1,299
-742
| -36% | -$57.7K | ﹤0.01% | 642 |
|
|
2024
Q4 | $115K | Buy |
2,041
+775
| +61% | +$43.7K | ﹤0.01% | 583 |
|
|
2024
Q3 | $77K | Sell |
1,266
-533
| -30% | -$32.4K | ﹤0.01% | 640 |
|
|
2024
Q2 | $94K | Hold |
1,799
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $85K | Hold |
1,799
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $89K | Sell |
1,799
-1,170
| -39% | -$57.9K | ﹤0.01% | 550 |
|
|
2023
Q3 | $120K | Buy |
+2,969
| New | +$120K | 0.01% | 457 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$7K | – | 817 |
|
|
2020
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 585 |
|
|
2020
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 609 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 636 |
|
|
2019
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 645 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 599 |
|
|
2019
Q1 | $3K | Sell |
150
-930
| -86% | -$18.6K | ﹤0.01% | 594 |
|
|
2018
Q4 | $21K | Hold |
1,080
| – | – | ﹤0.01% | 402 |
|
|
2018
Q3 | $19K | Hold |
1,080
| – | – | ﹤0.01% | 399 |
|
|
2018
Q2 | $24K | Buy |
1,080
+930
| +620% | +$20.7K | ﹤0.01% | 393 |
|
|
2018
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 521 |
|