Douglas Lane & Associates’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 | $44.1M | Sell |
491,100
-23,454
| -5% | -$2.11M | 0.64% | 62 |
|
|
2025
Q1 | $39.9M | Sell |
514,554
-1,051
| -0.2% | -$81.6K | 0.59% | 68 |
|
|
2024
Q4 | $29M | Buy |
515,605
+13,388
| +3% | +$753K | 0.41% | 93 |
|
|
2024
Q3 | $30.7M | Buy |
502,217
+3,650
| +0.7% | +$223K | 0.42% | 90 |
|
|
2024
Q2 | $26.1M | Buy |
498,567
+21,134
| +4% | +$1.11M | 0.37% | 91 |
|
|
2024
Q1 | $22.5M | Buy |
477,433
+68,984
| +17% | +$3.25M | 0.32% | 95 |
|
|
2023
Q4 | $20.2M | Buy |
408,449
+97,535
| +31% | +$4.81M | 0.31% | 95 |
|
|
2023
Q3 | $12.6M | Buy |
310,914
+202,539
| +187% | +$8.21M | 0.21% | 106 |
|
|
2023
Q2 | $4.68M | Buy |
+108,375
| New | +$4.68M | 0.08% | 119 |
|