Cerity Partners’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 | $2.01M | Buy |
22,375
+2,104
| +10% | +$189K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $1.57M | Buy |
20,271
+1,058
| +6% | +$82.1K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $1.1M | Buy |
19,213
+1,923
| +11% | +$110K | ﹤0.01% | 1366 |
|
|
2024
Q3 | $1.06M | Buy |
17,290
+4,124
| +31% | +$252K | ﹤0.01% | 1368 |
|
|
2024
Q2 | $690K | Sell |
13,166
-4,358
| -25% | -$228K | ﹤0.01% | 1392 |
|
|
2024
Q1 | $826K | Buy |
17,524
+5,654
| +48% | +$266K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $586K | Buy |
11,870
+2,868
| +32% | +$142K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $365K | Sell |
9,002
-2,587
| -22% | -$105K | ﹤0.01% | 1078 |
|
|
2023
Q2 | $501K | Buy |
11,589
+820
| +8% | +$35.4K | ﹤0.01% | 1179 |
|
|
2023
Q1 | $1.61M | Buy |
10,769
+630
| +6% | +$94.3K | ﹤0.01% | 787 |
|
|
2022
Q4 | $396K | Sell |
10,139
-126
| -1% | -$4.92K | ﹤0.01% | 1045 |
|
|
2022
Q3 | $332K | Buy |
10,265
+2,156
| +27% | +$69.7K | ﹤0.01% | 852 |
|
|
2022
Q2 | $293K | Buy |
+8,109
| New | +$293K | ﹤0.01% | 914 |
|
|
2022
Q1 | – | Sell |
-6,301
| Closed | -$275K | – | 1127 |
|
|
2021
Q4 | $275K | Buy |
+6,301
| New | +$275K | ﹤0.01% | 812 |
|