Cobblestone Capital 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 | $1.61M | Buy |
17,955
+69
| +0.4% | +$6.2K | 0.08% | 97 |
|
|
2025
Q1 | $1.39M | Sell |
17,886
-23
| -0.1% | -$1.79K | 0.08% | 116 |
|
|
2024
Q4 | $1.01M | Sell |
17,909
-598
| -3% | -$33.6K | 0.05% | 134 |
|
|
2024
Q3 | $1.13M | Sell |
18,507
-28
| -0.2% | -$1.71K | 0.06% | 127 |
|
|
2024
Q2 | $972K | Buy |
18,535
+166
| +0.9% | +$8.7K | 0.06% | 129 |
|
|
2024
Q1 | $866K | Sell |
18,369
-50
| -0.3% | -$2.36K | 0.05% | 133 |
|
|
2023
Q4 | $909K | Sell |
18,419
-39
| -0.2% | -$1.92K | 0.06% | 135 |
|
|
2023
Q3 | $748K | Sell |
18,458
-40
| -0.2% | -$1.62K | 0.06% | 130 |
|
|
2023
Q2 | $799K | Buy |
18,498
+407
| +2% | +$17.6K | 0.06% | 131 |
|
|
2023
Q1 | $871K | Sell |
18,091
-100
| -0.5% | -$4.82K | 0.06% | 123 |
|
|
2022
Q4 | $711K | Sell |
18,191
-168
| -0.9% | -$6.57K | 0.05% | 139 |
|
|
2022
Q3 | $594K | Buy |
18,359
+16
| +0.1% | +$518 | 0.05% | 138 |
|
|
2022
Q2 | $661K | Buy |
18,343
+22
| +0.1% | +$793 | 0.05% | 131 |
|
|
2022
Q1 | $872K | Hold |
18,321
| – | – | 0.06% | 126 |
|
|
2021
Q4 | $787K | Buy |
18,321
+13
| +0.1% | +$558 | 0.05% | 138 |
|
|
2021
Q3 | $688K | Buy |
18,308
+15
| +0.1% | +$564 | 0.05% | 139 |
|
|
2021
Q2 | $806K | Buy |
18,293
+29
| +0.2% | +$1.28K | 0.05% | 133 |
|
|
2021
Q1 | $698K | Hold |
18,264
| – | – | 0.05% | 138 |
|
|
2020
Q4 | $762K | Buy |
18,264
+14
| +0.1% | +$584 | 0.06% | 128 |
|
|
2020
Q3 | $896K | Sell |
18,250
-1,441
| -7% | -$70.7K | 0.08% | 108 |
|
|
2020
Q2 | $867K | Sell |
19,691
-846
| -4% | -$37.3K | 0.08% | 106 |
|
|
2020
Q1 | $565K | Hold |
20,537
| – | – | 0.06% | 143 |
|
|
2019
Q4 | $611K | Buy |
20,537
+15
| +0.1% | +$446 | 0.06% | 143 |
|
|
2019
Q3 | $539K | Buy |
20,522
+192
| +0.9% | +$5.04K | 0.05% | 146 |
|
|
2019
Q2 | $492K | Buy |
20,330
+38
| +0.2% | +$920 | 0.04% | 157 |
|
|
2019
Q1 | $483K | Hold |
20,292
| – | – | 0.05% | 152 |
|
|
2018
Q4 | $396K | Buy |
20,292
+21
| +0.1% | +$410 | 0.04% | 163 |
|
|
2018
Q3 | $355K | Buy |
20,271
+584
| +3% | +$10.2K | 0.03% | 185 |
|
|
2018
Q2 | $434K | Buy |
19,687
+26
| +0.1% | +$573 | 0.04% | 162 |
|
|
2018
Q1 | $400K | Buy |
19,661
+100
| +0.5% | +$2.03K | 0.04% | 172 |
|
|
2017
Q4 | $433K | Buy |
+19,561
| New | +$433K | 0.04% | 169 |
|