Financial Management Professionals’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 | $57.1K | Sell |
636
-13
| -2% | -$1.17K | 0.01% | 239 |
|
|
2025
Q1 | $50.4K | Hold |
649
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $36.5K | Sell |
649
-229
| -26% | -$12.9K | ﹤0.01% | 313 |
|
|
2024
Q3 | $54K | Buy |
878
+3
| +0.3% | +$185 | 0.01% | 263 |
|
|
2024
Q2 | $46K | Hold |
875
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $41K | Buy |
875
+2
| +0.2% | +$94 | 0.01% | 309 |
|
|
2023
Q4 | $43K | Buy |
873
+5
| +0.6% | +$246 | 0.01% | 284 |
|
|
2023
Q3 | $35K | Buy |
868
+9
| +1% | +$363 | 0.01% | 285 |
|
|
2023
Q2 | $37K | Hold |
859
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $41K | Hold |
859
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $34K | Hold |
859
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $28K | Buy |
859
+753
| +710% | +$24.5K | 0.01% | 286 |
|
|
2022
Q2 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 671 |
|
|
2022
Q1 | – | Sell |
-225
| Closed | -$10K | – | 1166 |
|
|
2021
Q4 | $10K | Sell |
225
-61
| -21% | -$2.71K | ﹤0.01% | 491 |
|
|
2021
Q3 | $11K | Buy |
286
+49
| +21% | +$1.89K | ﹤0.01% | 467 |
|
|
2021
Q2 | $10K | Buy |
237
+200
| +541% | +$8.44K | ﹤0.01% | 407 |
|
|
2021
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 647 |
|
|
2020
Q4 | – | Sell |
-43
| Closed | -$2K | – | 684 |
|
|
2020
Q3 | $2K | Buy |
43
+6
| +16% | +$279 | ﹤0.01% | 536 |
|
|
2020
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 524 |
|