Financial Sense Advisors’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 | $7.22M | Buy |
80,349
+10,108
| +14% | +$908K | 1.7% | 14 |
|
2025
Q1 | $5.45M | Buy |
70,241
+7,510
| +12% | +$583K | 1.53% | 16 |
|
2024
Q4 | $3.53M | Buy |
62,731
+551
| +0.9% | +$31K | 1.17% | 23 |
|
2024
Q3 | $3.8M | Buy |
62,180
+242
| +0.4% | +$14.8K | 1.03% | 22 |
|
2024
Q2 | $3.25M | Buy |
61,938
+5,102
| +9% | +$267K | 0.99% | 25 |
|
2024
Q1 | $2.68M | Buy |
56,836
+19,924
| +54% | +$939K | 0.88% | 30 |
|
2023
Q4 | $1.82M | Sell |
36,912
-1,009
| -3% | -$49.8K | 0.68% | 40 |
|
2023
Q3 | $1.54M | Sell |
37,921
-13,215
| -26% | -$536K | 0.65% | 42 |
|
2023
Q2 | $2.21M | Buy |
51,136
+426
| +0.8% | +$18.4K | 0.93% | 31 |
|
2023
Q1 | $2.44M | Buy |
50,710
+587
| +1% | +$28.3K | 1.08% | 29 |
|
2022
Q4 | $1.96M | Buy |
50,123
+16,082
| +47% | +$628K | 0.8% | 32 |
|
2022
Q3 | $1.1M | Sell |
34,041
-7,479
| -18% | -$242K | 0.47% | 45 |
|
2022
Q2 | $1.5M | Buy |
+41,520
| New | +$1.5M | 0.55% | 43 |
|
2022
Q1 | – | Sell |
-33,771
| Closed | -$1.45M | – | 147 |
|
2021
Q4 | $1.45M | Sell |
33,771
-250
| -0.7% | -$10.7K | 0.5% | 52 |
|
2021
Q3 | $1.28M | Buy |
34,021
+5,438
| +19% | +$204K | 0.43% | 45 |
|
2021
Q2 | $1.26M | Buy |
28,583
+20,220
| +242% | +$891K | 0.4% | 42 |
|
2021
Q1 | $320K | Buy |
+8,363
| New | +$320K | 0.11% | 89 |
|
2018
Q3 | – | Sell |
-21,309
| Closed | -$470K | – | 81 |
|
2018
Q2 | $470K | Sell |
21,309
-656
| -3% | -$14.5K | 0.33% | 43 |
|
2018
Q1 | $447K | Buy |
+21,965
| New | +$447K | 0.22% | 52 |
|
2016
Q4 | – | Sell |
-7,985
| Closed | -$216K | – | 92 |
|
2016
Q3 | $216K | Buy |
+7,985
| New | +$216K | 0.14% | 74 |
|
2015
Q3 | – | Sell |
-18,055
| Closed | -$313K | – | 113 |
|
2015
Q2 | $313K | Hold |
18,055
| – | – | 0.15% | 75 |
|
2015
Q1 | $343K | Sell |
18,055
-1,950
| -10% | -$37K | 0.14% | 82 |
|
2014
Q4 | $407K | Sell |
20,005
-1,900
| -9% | -$38.7K | 0.16% | 77 |
|
2014
Q3 | $437K | Sell |
21,905
-5,990
| -21% | -$119K | 0.19% | 83 |
|
2014
Q2 | $733K | Sell |
27,895
-18,248
| -40% | -$480K | 0.29% | 73 |
|
2014
Q1 | $1.05M | Sell |
46,143
-89,277
| -66% | -$2.03M | 0.45% | 58 |
|
2013
Q4 | $2.73M | Sell |
135,420
-5,835
| -4% | -$118K | 1.15% | 32 |
|
2013
Q3 | $3.5M | Buy |
141,255
+51,635
| +58% | +$1.28M | 1.52% | 26 |
|
2013
Q2 | $1.76M | Buy |
+89,620
| New | +$1.76M | 0.79% | 33 |
|