Creative Planning’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 | $7.33M | Buy |
|
|||||
|
2025
Q2 | $5.27M | Buy |
|
|||||
|
2025
Q1 | $4.01M | Buy |
|
|||||
|
2024
Q4 | $2.61M | Buy |
|
|||||
|
2024
Q3 | $2.69M | Buy |
|
|||||
|
2024
Q2 | $2.18M | Buy |
|
|||||
|
2024
Q1 | $1.82M | Sell |
|
|||||
|
2023
Q4 | $2.07M | Buy |
|
|||||
|
2023
Q3 | $1.36M | Buy |
|
|||||
|
2023
Q2 | $1.41M | Buy |
|
|||||
|
2023
Q1 | $1.35M | Buy |
|
|||||
|
2022
Q4 | $997K | Sell |
|
|||||
|
2022
Q3 | $1.17M | Sell |
|
|||||
|
2022
Q2 | $1.46M | Buy |
|
|||||
|
2022
Q1 | $1.66M | Sell |
|
|||||
|
2021
Q4 | $1.68M | Buy |
|
|||||
|
2021
Q3 | $1.45M | Buy |
|
|||||
|
2021
Q2 | $1.38M | Sell |
|
|||||
|
2021
Q1 | $1.59M | Buy |
|
|||||
|
2020
Q4 | $1.45M | Sell |
|
|||||
|
2020
Q3 | $1.79M | Sell |
|
|||||
|
2020
Q2 | $1.63M | Sell |
|
|||||
|
2020
Q1 | $1.13M | Buy |
|
|||||
|
2019
Q4 | $911K | Sell |
|
|||||
|
2019
Q3 | $895K | Buy |
|
|||||
|
2019
Q2 | $735K | Sell |
|
|||||
|
2019
Q1 | $771K | Sell |
|
|||||
|
2018
Q4 | $699K | Buy |
|
|||||
|
2018
Q3 | $623K | Sell |
|
|||||
|
2018
Q2 | $810K | Buy |
|
|||||
|
2018
Q1 | $720K | Sell |
|
|||||
|
2017
Q4 | $817K | Buy |
|
|||||
|
2017
Q3 | $682K | Sell |
|
|||||
|
2017
Q2 | $795K | Buy |
|
|||||
|
2017
Q1 | $750K | Sell |
|
|||||
|
2016
Q4 | $698K | Buy |
|
|||||
|
2016
Q3 | $920K | Sell |
|
|||||
|
2016
Q2 | $1.03M | Buy |
|
|||||
|
2016
Q1 | $549K | Sell |
|
|||||
|
2015
Q4 | $443K | Buy |
|
|||||
|
2015
Q3 | $391K | Buy |
|
|||||
|
2015
Q2 | $506K | Sell |
|
|||||
|
2015
Q1 | $619K | Sell |
|
|||||
|
2014
Q4 | $820K | Buy |
|
|||||
|
2014
Q3 | $619K | Buy |
|
|||||
|
2014
Q2 | $715K | Sell |
|
|||||
|
2014
Q1 | $746K | Buy |
|
|||||
|
2013
Q4 | $435K | Sell |
|
|||||
|
2013
Q3 | $720K | Buy |
|
|||||
|
2013
Q2 | $492K | Buy |
|