Envestnet Asset 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 | $6.47M | Buy |
71,999
+5,212
| +8% | +$468K | ﹤0.01% | 2028 |
|
|
2025
Q1 | $5.18M | Sell |
66,787
-2,352
| -3% | -$183K | ﹤0.01% | 2100 |
|
|
2024
Q4 | $3.89M | Buy |
69,139
+6,783
| +11% | +$381K | ﹤0.01% | 2278 |
|
|
2024
Q3 | $3.81M | Buy |
62,356
+5,507
| +10% | +$336K | ﹤0.01% | 2278 |
|
|
2024
Q2 | $2.98M | Buy |
56,849
+4,098
| +8% | +$215K | ﹤0.01% | 2370 |
|
|
2024
Q1 | $2.49M | Sell |
52,751
-23,582
| -31% | -$1.11M | ﹤0.01% | 2443 |
|
|
2023
Q4 | $3.77M | Buy |
76,333
+1,847
| +2% | +$91.1K | ﹤0.01% | 2079 |
|
|
2023
Q3 | $3.02M | Buy |
74,486
+13,875
| +23% | +$563K | ﹤0.01% | 2128 |
|
|
2023
Q2 | $2.62M | Buy |
60,611
+10,081
| +20% | +$436K | ﹤0.01% | 2112 |
|
|
2023
Q1 | $2.43M | Buy |
50,530
+7,007
| +16% | +$337K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $1.7M | Buy |
43,523
+2,772
| +7% | +$108K | ﹤0.01% | 2274 |
|
|
2022
Q3 | $1.32M | Sell |
40,751
-1,802
| -4% | -$58.3K | ﹤0.01% | 2342 |
|
|
2022
Q2 | $1.53M | Buy |
42,553
+5,563
| +15% | +$200K | ﹤0.01% | 2277 |
|
|
2022
Q1 | $1.76M | Sell |
36,990
-13,352
| -27% | -$635K | ﹤0.01% | 2278 |
|
|
2021
Q4 | $2.16M | Sell |
50,342
-966
| -2% | -$41.5K | ﹤0.01% | 2116 |
|
|
2021
Q3 | $1.93M | Sell |
51,308
-2,790
| -5% | -$105K | ﹤0.01% | 2111 |
|
|
2021
Q2 | $2.38M | Buy |
54,098
+5,357
| +11% | +$236K | ﹤0.01% | 1941 |
|
|
2021
Q1 | $1.86M | Buy |
48,741
+7,432
| +18% | +$284K | ﹤0.01% | 1982 |
|
|
2020
Q4 | $1.72M | Buy |
41,309
+2,807
| +7% | +$117K | ﹤0.01% | 1847 |
|
|
2020
Q3 | $1.89M | Buy |
38,502
+3,209
| +9% | +$157K | ﹤0.01% | 1644 |
|
|
2020
Q2 | $1.56M | Buy |
35,293
+17,157
| +95% | +$756K | ﹤0.01% | 1722 |
|
|
2020
Q1 | $499K | Sell |
18,136
-18,976
| -51% | -$522K | ﹤0.01% | 2238 |
|
|
2019
Q4 | $1.1M | Sell |
37,112
-6,710
| -15% | -$200K | ﹤0.01% | 1966 |
|
|
2019
Q3 | $1.15M | Sell |
43,822
-7,174
| -14% | -$188K | ﹤0.01% | 1849 |
|
|
2019
Q2 | $1.23M | Buy |
50,996
+21,526
| +73% | +$521K | ﹤0.01% | 1808 |
|
|
2019
Q1 | $702K | Buy |
29,470
+6,159
| +26% | +$147K | ﹤0.01% | 2123 |
|
|
2018
Q4 | $455K | Buy |
+23,311
| New | +$455K | ﹤0.01% | 2211 |
|
|
2018
Q3 | – | Sell |
-468
| Closed | -$10K | – | 2638 |
|
|
2018
Q2 | $10K | Sell |
468
-3
| -0.6% | -$64 | ﹤0.01% | 2544 |
|
|
2018
Q1 | $10K | Sell |
471
-23,118
| -98% | -$491K | ﹤0.01% | 2503 |
|
|
2017
Q4 | $522K | Sell |
23,589
-8,458
| -26% | -$187K | ﹤0.01% | 1472 |
|
|
2017
Q3 | $611K | Sell |
32,047
-813
| -2% | -$15.5K | ﹤0.01% | 1377 |
|
|
2017
Q2 | $652K | Buy |
32,860
+1,709
| +5% | +$33.9K | ﹤0.01% | 1372 |
|
|
2017
Q1 | $647K | Buy |
31,151
+8,003
| +35% | +$166K | ﹤0.01% | 1405 |
|
|
2016
Q4 | $448K | Buy |
23,148
+20,584
| +803% | +$398K | ﹤0.01% | 1555 |
|
|
2016
Q3 | $69K | Buy |
+2,564
| New | +$69K | ﹤0.01% | 2480 |
|
|
2015
Q1 | – | Sell |
-2,344
| Closed | -$48K | – | 2434 |
|
|
2014
Q4 | $48K | Hold |
2,344
| – | – | ﹤0.01% | 1433 |
|
|
2014
Q3 | $47K | Sell |
2,344
-1,976
| -46% | -$39.6K | ﹤0.01% | 1546 |
|
|
2014
Q2 | $113K | Sell |
4,320
-288
| -6% | -$7.53K | ﹤0.01% | 1173 |
|
|
2014
Q1 | $105K | Sell |
4,608
-19,458
| -81% | -$443K | ﹤0.01% | 1129 |
|
|
2013
Q4 | $486K | Buy |
24,066
+2,488
| +12% | +$50.2K | 0.01% | 632 |
|
|
2013
Q3 | $534K | Sell |
21,578
-421
| -2% | -$10.4K | 0.01% | 598 |
|
|
2013
Q2 | $433K | Buy |
+21,999
| New | +$433K | 0.01% | 620 |
|