Davenport & 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 | $3.99M | Sell |
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|
2025
Q2 | $3.59M | Sell |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
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