Confluence Investment Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $968K | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $956K | Sell |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $607K | Buy |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $298K | Sell |
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|
2017
Q3 | $271K | Buy |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $295K | Sell |
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|
2016
Q4 | $275K | Buy |
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|
2016
Q3 | $384K | Sell |
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|
2016
Q2 | $393K | Sell |
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|
2016
Q1 | $320K | Sell |
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|
2015
Q4 | $248K | Sell |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | $298K | Sell |
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|
2015
Q1 | $344K | Buy |
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|
2014
Q4 | $312K | Sell |
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|
2014
Q3 | $317K | Sell |
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|
2014
Q2 | $444K | Sell |
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|
2014
Q1 | $388K | Sell |
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|
2013
Q4 | $361K | Sell |
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|
2013
Q3 | $463K | Buy |
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|
2013
Q2 | $300K | Buy |
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