D.A. Davidson & Co’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 | $1.09M | Buy |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $128K | Sell |
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|
2017
Q1 | $135K | Hold |
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|
2016
Q4 | $125K | Sell |
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|
2016
Q3 | $215K | Buy |
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|
2016
Q2 | $80K | Hold |
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|
2016
Q1 | $56K | Sell |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $42K | Sell |
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|
2015
Q2 | $63K | Sell |
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|
2015
Q1 | $155K | Sell |
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|
2014
Q4 | $567K | Sell |
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|
2014
Q3 | $1.21M | Sell |
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|
2014
Q2 | $1.6M | Buy |
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|
2014
Q1 | $682K | Buy |
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|
2013
Q4 | $472K | Sell |
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|
2013
Q3 | $942K | Buy |
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|
2013
Q2 | $685K | Buy |
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