Dakota Wealth Management’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 | $1.33M | Sell |
14,826
-227
| -2% | -$20.4K | 0.03% | 339 |
|
|
2025
Q1 | $1.17M | Hold |
15,053
| – | – | 0.03% | 349 |
|
|
2024
Q4 | $847K | Sell |
15,053
-416
| -3% | -$23.4K | 0.02% | 394 |
|
|
2024
Q3 | $945K | Buy |
15,469
+127
| +0.8% | +$7.76K | 0.02% | 378 |
|
|
2024
Q2 | $804K | Buy |
15,342
+2
| +0% | +$105 | 0.02% | 410 |
|
|
2024
Q1 | $723K | Sell |
15,340
-362
| -2% | -$17.1K | 0.02% | 434 |
|
|
2023
Q4 | $775K | Buy |
15,702
+363
| +2% | +$17.9K | 0.03% | 350 |
|
|
2023
Q3 | $622K | Sell |
15,339
-360
| -2% | -$14.6K | 0.03% | 360 |
|
|
2023
Q2 | $678K | Sell |
15,699
-709
| -4% | -$30.6K | 0.03% | 324 |
|
|
2023
Q1 | $790K | Sell |
16,408
-27,957
| -63% | -$1.35M | 0.05% | 271 |
|
|
2022
Q4 | $1.73M | Buy |
44,365
+535
| +1% | +$20.9K | 0.12% | 164 |
|
|
2022
Q3 | $1.42M | Buy |
43,830
+9,163
| +26% | +$296K | 0.11% | 182 |
|
|
2022
Q2 | $1.25M | Buy |
34,667
+16,650
| +92% | +$600K | 0.12% | 164 |
|
|
2022
Q1 | $857K | Sell |
18,017
-9,790
| -35% | -$466K | 0.07% | 210 |
|
|
2021
Q4 | $1.19M | Buy |
27,807
+2,458
| +10% | +$106K | 0.13% | 146 |
|
|
2021
Q3 | $953K | Buy |
25,349
+13,537
| +115% | +$509K | 0.11% | 159 |
|
|
2021
Q2 | $521K | Buy |
+11,812
| New | +$521K | 0.06% | 214 |
|