Concourse Financial Group Securities’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
Q1 | – | Sell |
-30
| Closed | -$1.77K | – | 8412 |
|
|
2024
Q4 | $1.77K | Hold |
30
| – | – | ﹤0.01% | 2030 |
|
|
2024
Q3 | $1.83K | Hold |
30
| – | – | ﹤0.01% | 1996 |
|
|
2024
Q2 | $1.57K | Hold |
30
| – | – | ﹤0.01% | 2066 |
|
|
2024
Q1 | $1.41K | Hold |
30
| – | – | ﹤0.01% | 2093 |
|
|
2023
Q4 | $1.48K | Hold |
30
| – | – | ﹤0.01% | 2065 |
|
|
2023
Q3 | $1.22K | Hold |
30
| – | – | ﹤0.01% | 2076 |
|
|
2023
Q2 | $1.3K | Hold |
30
| – | – | ﹤0.01% | 2091 |
|
|
2023
Q1 | $1.45K | Hold |
30
| – | – | ﹤0.01% | 2110 |
|
|
2022
Q4 | $1.17K | Hold |
30
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1941 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2149 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7384 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7261 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7023 |
|
|
2021
Q2 | – | Sell |
-600
| Closed | -$23K | – | 6770 |
|
|
2021
Q1 | $23K | Buy |
+600
| New | +$23K | ﹤0.01% | 1522 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6333 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6123 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$3K | – | 5968 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1816 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q2 | $2K | Sell |
100
-600
| -86% | -$12K | ﹤0.01% | 2040 |
|
|
2019
Q1 | $16K | Hold |
700
| – | – | ﹤0.01% | 1354 |
|
|
2018
Q4 | $13K | Buy |
700
+100
| +17% | +$1.86K | ﹤0.01% | 1339 |
|
|
2018
Q3 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 1077 |
|