CAPTRUST Financial 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 | $4.38M | Buy |
48,827
+45
| +0.1% | +$4.04K | 0.01% | 656 |
|
|
2025
Q1 | $3.79M | Buy |
48,782
+4,190
| +9% | +$325K | 0.01% | 663 |
|
|
2024
Q4 | $2.51M | Buy |
44,592
+874
| +2% | +$49.2K | 0.01% | 789 |
|
|
2024
Q3 | $2.67M | Buy |
43,718
+1,362
| +3% | +$83.2K | 0.01% | 745 |
|
|
2024
Q2 | $2.22M | Buy |
42,356
+32,229
| +318% | +$1.69M | 0.01% | 773 |
|
|
2024
Q1 | $477K | Buy |
10,127
+2,865
| +39% | +$135K | ﹤0.01% | 1506 |
|
|
2023
Q4 | $358K | Buy |
7,262
+187
| +3% | +$9.23K | ﹤0.01% | 1990 |
|
|
2023
Q3 | $287K | Sell |
7,075
-305
| -4% | -$12.4K | ﹤0.01% | 2018 |
|
|
2023
Q2 | $319K | Buy |
7,380
+155
| +2% | +$6.7K | ﹤0.01% | 1922 |
|
|
2023
Q1 | $348K | Buy |
7,225
+100
| +1% | +$4.82K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $278K | Buy |
7,125
+483
| +7% | +$18.9K | ﹤0.01% | 1723 |
|
|
2022
Q3 | $215K | Buy |
6,642
+111
| +2% | +$3.59K | ﹤0.01% | 1780 |
|
|
2022
Q2 | $235K | Buy |
6,531
+454
| +7% | +$16.3K | ﹤0.01% | 1582 |
|
|
2022
Q1 | $290K | Buy |
6,077
+130
| +2% | +$6.2K | ﹤0.01% | 1456 |
|
|
2021
Q4 | $255K | Buy |
5,947
+225
| +4% | +$9.65K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $215K | Hold |
5,722
| – | – | ﹤0.01% | 1508 |
|
|
2021
Q2 | $252K | Sell |
5,722
-550
| -9% | -$24.2K | ﹤0.01% | 1364 |
|
|
2021
Q1 | $240K | Sell |
6,272
-803
| -11% | -$30.7K | ﹤0.01% | 1349 |
|
|
2020
Q4 | $295K | Sell |
7,075
-1,100
| -13% | -$45.9K | ﹤0.01% | 1039 |
|
|
2020
Q3 | $410K | Sell |
8,175
-185
| -2% | -$9.28K | 0.01% | 773 |
|
|
2020
Q2 | $365K | Buy |
8,360
+3,252
| +64% | +$142K | 0.01% | 814 |
|
|
2020
Q1 | $141K | Sell |
5,108
-1,760
| -26% | -$48.6K | ﹤0.01% | 991 |
|
|
2019
Q4 | $204K | Buy |
6,868
+677
| +11% | +$20.1K | ﹤0.01% | 971 |
|
|
2019
Q3 | $162K | Buy |
6,191
+730
| +13% | +$19.1K | 0.01% | 625 |
|
|
2019
Q2 | $132K | Sell |
5,461
-1,200
| -18% | -$29K | ﹤0.01% | 662 |
|
|
2019
Q1 | $159K | Buy |
6,661
+1,295
| +24% | +$30.9K | 0.01% | 567 |
|
|
2018
Q4 | $105K | Hold |
5,366
| – | – | 0.01% | 573 |
|
|
2018
Q3 | $94K | Buy |
5,366
+5,300
| +8,030% | +$92.8K | ﹤0.01% | 619 |
|
|
2018
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 1474 |
|
|
2018
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1297 |
|