City State Bank’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 | $50.3K | Buy |
560
+160
| +40% | +$14.4K | 0.02% | 337 |
|
2025
Q1 | $31.1K | Hold |
400
| – | – | 0.01% | 390 |
|
2024
Q4 | $22.5K | Hold |
400
| – | – | 0.01% | 412 |
|
2024
Q3 | $24.4K | Hold |
400
| – | – | 0.01% | 406 |
|
2024
Q2 | $21K | Hold |
400
| – | – | 0.01% | 412 |
|
2024
Q1 | $19K | Hold |
400
| – | – | 0.01% | 412 |
|
2023
Q4 | $20K | Hold |
400
| – | – | 0.01% | 394 |
|
2023
Q3 | $16K | Sell |
400
-50
| -11% | -$2K | 0.01% | 414 |
|
2023
Q2 | $19K | Hold |
450
| – | – | 0.01% | 400 |
|
2023
Q1 | $22K | Hold |
450
| – | – | 0.01% | 370 |
|
2022
Q4 | $18K | Hold |
450
| – | – | 0.01% | 379 |
|
2022
Q3 | $15K | Buy |
450
+100
| +29% | +$3.33K | 0.01% | 385 |
|
2022
Q2 | $13K | Hold |
350
| – | – | 0.01% | 407 |
|
2022
Q1 | $17K | Buy |
+350
| New | +$17K | 0.01% | 396 |
|