Equitable Holdings’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 | $1.1M | Buy |
12,232
+5,794
| +90% | +$520K | 0.01% | 768 |
|
|
2025
Q1 | $500K | Sell |
6,438
-2,362
| -27% | -$183K | ﹤0.01% | 916 |
|
|
2024
Q4 | $495K | Hold |
8,800
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $538K | Buy |
8,800
+3,587
| +69% | +$219K | 0.01% | 842 |
|
|
2024
Q2 | $273K | Sell |
5,213
-15
| -0.3% | -$786 | ﹤0.01% | 1018 |
|
|
2024
Q1 | $246K | Buy |
+5,228
| New | +$246K | ﹤0.01% | 1021 |
|