Creative Planning’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 | $5.27M | Buy |
58,727
+7,062
| +14% | +$634K | ﹤0.01% | 734 |
|
|
2025
Q1 | $4.01M | Buy |
51,665
+5,290
| +11% | +$411K | ﹤0.01% | 799 |
|
|
2024
Q4 | $2.61M | Buy |
46,375
+2,375
| +5% | +$134K | ﹤0.01% | 973 |
|
|
2024
Q3 | $2.69M | Buy |
44,000
+2,318
| +6% | +$142K | ﹤0.01% | 915 |
|
|
2024
Q2 | $2.18M | Buy |
41,682
+3,084
| +8% | +$162K | ﹤0.01% | 944 |
|
|
2024
Q1 | $1.82M | Sell |
38,598
-3,360
| -8% | -$158K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $2.07M | Buy |
41,958
+8,308
| +25% | +$410K | ﹤0.01% | 904 |
|
|
2023
Q3 | $1.36M | Buy |
33,650
+1,142
| +4% | +$46.3K | ﹤0.01% | 1016 |
|
|
2023
Q2 | $1.41M | Buy |
32,508
+4,492
| +16% | +$194K | ﹤0.01% | 969 |
|
|
2023
Q1 | $1.35M | Buy |
28,016
+2,507
| +10% | +$121K | ﹤0.01% | 934 |
|
|
2022
Q4 | $997K | Sell |
25,509
-10,712
| -30% | -$419K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $1.17M | Sell |
36,221
-4,352
| -11% | -$141K | ﹤0.01% | 901 |
|
|
2022
Q2 | $1.46M | Buy |
40,573
+5,648
| +16% | +$204K | ﹤0.01% | 811 |
|
|
2022
Q1 | $1.66M | Sell |
34,925
-4,134
| -11% | -$197K | ﹤0.01% | 776 |
|
|
2021
Q4 | $1.68M | Buy |
39,059
+567
| +1% | +$24.3K | ﹤0.01% | 744 |
|
|
2021
Q3 | $1.45M | Buy |
38,492
+7,285
| +23% | +$274K | ﹤0.01% | 785 |
|
|
2021
Q2 | $1.38M | Sell |
31,207
-10,494
| -25% | -$462K | ﹤0.01% | 807 |
|
|
2021
Q1 | $1.59M | Buy |
41,701
+7,038
| +20% | +$269K | ﹤0.01% | 812 |
|
|
2020
Q4 | $1.45M | Sell |
34,663
-1,846
| -5% | -$77.1K | ﹤0.01% | 785 |
|
|
2020
Q3 | $1.79M | Sell |
36,509
-396
| -1% | -$19.4K | ﹤0.01% | 595 |
|
|
2020
Q2 | $1.63M | Sell |
36,905
-4,007
| -10% | -$177K | ﹤0.01% | 560 |
|
|
2020
Q1 | $1.13M | Buy |
40,912
+10,278
| +34% | +$283K | ﹤0.01% | 595 |
|
|
2019
Q4 | $911K | Sell |
30,634
-3,487
| -10% | -$104K | ﹤0.01% | 820 |
|
|
2019
Q3 | $895K | Buy |
34,121
+3,742
| +12% | +$98.2K | ﹤0.01% | 805 |
|
|
2019
Q2 | $735K | Sell |
30,379
-2,007
| -6% | -$48.6K | ﹤0.01% | 883 |
|
|
2019
Q1 | $771K | Sell |
32,386
-3,410
| -10% | -$81.2K | ﹤0.01% | 833 |
|
|
2018
Q4 | $699K | Buy |
35,796
+192
| +0.5% | +$3.75K | ﹤0.01% | 806 |
|
|
2018
Q3 | $623K | Sell |
35,604
-1,114
| -3% | -$19.5K | ﹤0.01% | 956 |
|
|
2018
Q2 | $810K | Buy |
36,718
+1,374
| +4% | +$30.3K | ﹤0.01% | 854 |
|
|
2018
Q1 | $720K | Sell |
35,344
-1,589
| -4% | -$32.4K | ﹤0.01% | 891 |
|
|
2017
Q4 | $817K | Buy |
36,933
+1,208
| +3% | +$26.7K | ﹤0.01% | 828 |
|
|
2017
Q3 | $682K | Sell |
35,725
-4,240
| -11% | -$80.9K | ﹤0.01% | 886 |
|
|
2017
Q2 | $795K | Buy |
39,965
+3,973
| +11% | +$79K | ﹤0.01% | 789 |
|
|
2017
Q1 | $750K | Sell |
35,992
-139
| -0.4% | -$2.9K | ﹤0.01% | 774 |
|
|
2016
Q4 | $698K | Buy |
36,131
+2,103
| +6% | +$40.6K | ﹤0.01% | 772 |
|
|
2016
Q3 | $920K | Sell |
34,028
-9,838
| -22% | -$266K | 0.01% | 628 |
|
|
2016
Q2 | $1.03M | Buy |
43,866
+10,782
| +33% | +$254K | 0.01% | 512 |
|
|
2016
Q1 | $549K | Sell |
33,084
-2,551
| -7% | -$42.3K | ﹤0.01% | 711 |
|
|
2015
Q4 | $443K | Buy |
35,635
+3,063
| +9% | +$38.1K | ﹤0.01% | 815 |
|
|
2015
Q3 | $391K | Buy |
32,572
+3,396
| +12% | +$40.8K | ﹤0.01% | 841 |
|
|
2015
Q2 | $506K | Sell |
29,176
-3,372
| -10% | -$58.5K | ﹤0.01% | 657 |
|
|
2015
Q1 | $619K | Sell |
32,548
-7,777
| -19% | -$148K | 0.01% | 647 |
|
|
2014
Q4 | $820K | Buy |
40,325
+9,278
| +30% | +$189K | 0.01% | 516 |
|
|
2014
Q3 | $619K | Buy |
31,047
+3,836
| +14% | +$76.5K | 0.01% | 569 |
|
|
2014
Q2 | $715K | Sell |
27,211
-5,641
| -17% | -$148K | 0.01% | 507 |
|
|
2014
Q1 | $746K | Buy |
32,852
+11,317
| +53% | +$257K | 0.01% | 470 |
|
|
2013
Q4 | $435K | Sell |
21,535
-7,512
| -26% | -$152K | 0.01% | 562 |
|
|
2013
Q3 | $720K | Buy |
29,047
+4,026
| +16% | +$99.8K | 0.01% | 341 |
|
|
2013
Q2 | $492K | Buy |
+25,021
| New | +$492K | 0.01% | 408 |
|