Cullen/Frost Bankers’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 | $65.3K | Sell |
727
-5,187
| -88% | -$466K | ﹤0.01% | 706 |
|
2025
Q1 | $459K | Buy |
5,914
+5,295
| +855% | +$411K | 0.01% | 407 |
|
2024
Q4 | $34.8K | Hold |
619
| – | – | ﹤0.01% | 744 |
|
2024
Q3 | $37.8K | Buy |
619
+450
| +266% | +$27.5K | ﹤0.01% | 753 |
|
2024
Q2 | $8.86K | Hold |
169
| – | – | ﹤0.01% | 859 |
|
2024
Q1 | $7.97K | Hold |
169
| – | – | ﹤0.01% | 824 |
|
2023
Q4 | $8.34K | Sell |
169
-231
| -58% | -$11.4K | ﹤0.01% | 825 |
|
2023
Q3 | $16.2K | Buy |
+400
| New | +$16.2K | ﹤0.01% | 881 |
|
2020
Q4 | – | Sell |
-21
| Closed | -$1K | – | 1187 |
|
2020
Q3 | $1K | Sell |
21
-4,353
| -100% | -$207K | ﹤0.01% | 1129 |
|
2020
Q2 | $193K | Sell |
4,374
-244
| -5% | -$10.8K | 0.01% | 447 |
|
2020
Q1 | $127K | Hold |
4,618
| – | – | ﹤0.01% | 419 |
|
2019
Q4 | $137K | Hold |
4,618
| – | – | ﹤0.01% | 461 |
|
2019
Q3 | $121K | Hold |
4,618
| – | – | ﹤0.01% | 462 |
|
2019
Q2 | $112K | Hold |
4,618
| – | – | ﹤0.01% | 461 |
|
2019
Q1 | $110K | Buy |
+4,618
| New | +$110K | ﹤0.01% | 462 |
|