Corient Private Wealth’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 | $2.54M | Buy |
28,277
+15,173
| +116% | +$1.36M | ﹤0.01% | 1009 |
|
|
2025
Q1 | $1.02M | Buy |
13,104
+4,009
| +44% | +$311K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $512K | Sell |
9,095
-2,848
| -24% | -$160K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $729K | Buy |
11,943
+3,211
| +37% | +$196K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $458K | Sell |
8,732
-410
| -4% | -$21.5K | ﹤0.01% | 1692 |
|
|
2024
Q1 | $431K | Buy |
9,142
+854
| +10% | +$40.2K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $409K | Sell |
8,288
-1,765
| -18% | -$87.1K | ﹤0.01% | 1712 |
|
|
2023
Q3 | $408K | Buy |
10,053
+2,305
| +30% | +$93.5K | ﹤0.01% | 1595 |
|
|
2023
Q2 | $335K | Buy |
7,748
+315
| +4% | +$13.6K | ﹤0.01% | 1635 |
|
|
2023
Q1 | $358K | Buy |
+7,433
| New | +$358K | ﹤0.01% | 1513 |
|