Commonwealth Equity Services’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 | $7.31M | Sell |
81,443
-22,354
| -22% | -$2.01M | 0.01% | 1088 |
|
|
2025
Q1 | $8.06M | Buy |
103,797
+12,672
| +14% | +$984K | 0.01% | 983 |
|
|
2024
Q4 | $5.13M | Sell |
91,125
-10,331
| -10% | -$581K | 0.01% | 1221 |
|
|
2024
Q3 | $6.2M | Sell |
101,456
-3,429
| -3% | -$209K | 0.01% | 1086 |
|
|
2024
Q2 | $5.5M | Buy |
104,885
+13,925
| +15% | +$730K | 0.01% | 1134 |
|
|
2024
Q1 | $4.29M | Buy |
90,960
+214
| +0.2% | +$10.1K | 0.01% | 1269 |
|
|
2023
Q4 | $4.48M | Buy |
90,746
+5,475
| +6% | +$270K | 0.01% | 1172 |
|
|
2023
Q3 | $3.46M | Sell |
85,271
-2,761
| -3% | -$112K | 0.01% | 1250 |
|
|
2023
Q2 | $3.81M | Buy |
88,032
+1,872
| +2% | +$80.9K | 0.01% | 1205 |
|
|
2023
Q1 | $4.15K | Sell |
86,160
-11,631
| -12% | -$560 | 0.01% | 1103 |
|
|
2022
Q4 | $3.82M | Buy |
97,791
+18,876
| +24% | +$738K | 0.01% | 1113 |
|
|
2022
Q3 | $2.55M | Buy |
78,915
+4,656
| +6% | +$151K | 0.01% | 1273 |
|
|
2022
Q2 | $2.68M | Sell |
74,259
-15,937
| -18% | -$574K | 0.01% | 1245 |
|
|
2022
Q1 | $4.29M | Buy |
90,196
+19,973
| +28% | +$950K | 0.01% | 1036 |
|
|
2021
Q4 | $3.01M | Sell |
70,223
-326
| -0.5% | -$14K | 0.01% | 1222 |
|
|
2021
Q3 | $2.65M | Buy |
70,549
+2,089
| +3% | +$78.5K | 0.01% | 1258 |
|
|
2021
Q2 | $3.02M | Buy |
68,460
+1,811
| +3% | +$79.8K | 0.01% | 1157 |
|
|
2021
Q1 | $2.55M | Buy |
66,649
+2,573
| +4% | +$98.3K | 0.01% | 1164 |
|
|
2020
Q4 | $2.67M | Buy |
64,076
+845
| +1% | +$35.3K | 0.01% | 1054 |
|
|
2020
Q3 | $3.1M | Buy |
63,231
+1,892
| +3% | +$92.8K | 0.01% | 863 |
|
|
2020
Q2 | $2.7M | Buy |
61,339
+4,128
| +7% | +$182K | 0.01% | 870 |
|
|
2020
Q1 | $1.58M | Sell |
57,211
-14,500
| -20% | -$399K | 0.01% | 1014 |
|
|
2019
Q4 | $2.13M | Sell |
71,711
-2,484
| -3% | -$73.9K | 0.01% | 997 |
|
|
2019
Q3 | $1.95M | Sell |
74,195
-5,097
| -6% | -$134K | 0.01% | 990 |
|
|
2019
Q2 | $1.92M | Sell |
79,292
-8,710
| -10% | -$211K | 0.01% | 983 |
|
|
2019
Q1 | $2.1M | Sell |
88,002
-11,840
| -12% | -$282K | 0.01% | 904 |
|
|
2018
Q4 | $1.95M | Buy |
99,842
+10,397
| +12% | +$203K | 0.01% | 866 |
|
|
2018
Q3 | $1.57M | Sell |
89,445
-5,376
| -6% | -$94.1K | 0.01% | 1055 |
|
|
2018
Q2 | $2.09M | Sell |
94,821
-653
| -0.7% | -$14.4K | 0.01% | 878 |
|
|
2018
Q1 | $1.94M | Buy |
95,474
+5,398
| +6% | +$110K | 0.01% | 882 |
|
|
2017
Q4 | $1.99M | Buy |
90,076
+2,755
| +3% | +$61K | 0.01% | 855 |
|
|
2017
Q3 | $1.67M | Sell |
87,321
-21
| -0% | -$401 | 0.01% | 907 |
|
|
2017
Q2 | $1.74M | Sell |
87,342
-1,707
| -2% | -$33.9K | 0.01% | 854 |
|
|
2017
Q1 | $1.86M | Buy |
89,049
+7,001
| +9% | +$146K | 0.01% | 774 |
|
|
2016
Q4 | $1.59M | Buy |
82,048
+12,295
| +18% | +$238K | 0.01% | 821 |
|
|
2016
Q3 | $1.89M | Sell |
69,753
-27,888
| -29% | -$754K | 0.02% | 709 |
|
|
2016
Q2 | $2.3M | Sell |
97,641
-5,421
| -5% | -$128K | 0.02% | 594 |
|
|
2016
Q1 | $1.71M | Buy |
103,062
+13,629
| +15% | +$226K | 0.02% | 707 |
|
|
2015
Q4 | $1.11M | Sell |
89,433
-202
| -0.2% | -$2.51K | 0.01% | 878 |
|
|
2015
Q3 | $1.08M | Sell |
89,635
-2,444
| -3% | -$29.4K | 0.01% | 857 |
|
|
2015
Q2 | $1.6M | Buy |
92,079
+974
| +1% | +$16.9K | 0.02% | 722 |
|
|
2015
Q1 | $1.73M | Buy |
91,105
+310
| +0.3% | +$5.9K | 0.02% | 668 |
|
|
2014
Q4 | $1.85M | Buy |
90,795
+3,889
| +4% | +$79.1K | 0.02% | 607 |
|
|
2014
Q3 | $1.73M | Buy |
86,906
+5,182
| +6% | +$103K | 0.02% | 609 |
|
|
2014
Q2 | $2.15M | Buy |
81,724
+9,111
| +13% | +$239K | 0.03% | 527 |
|
|
2014
Q1 | $1.65M | Buy |
72,613
+441
| +0.6% | +$10K | 0.02% | 589 |
|
|
2013
Q4 | $1.46M | Buy |
72,172
+4,817
| +7% | +$97.2K | 0.02% | 608 |
|
|
2013
Q3 | $1.67M | Buy |
67,355
+4,724
| +8% | +$117K | 0.03% | 514 |
|
|
2013
Q2 | $1.23M | Buy |
+62,631
| New | +$1.23M | 0.02% | 587 |
|