Global Retirement Partners’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 | $82.1K | Buy |
+915
| New | +$82.1K | ﹤0.01% | 1520 |
|
|
2024
Q4 | $52K | Sell |
925
-60
| -6% | -$3.37K | ﹤0.01% | 1598 |
|
|
2024
Q3 | $60.1K | Buy |
985
+1
| +0.1% | +$61 | ﹤0.01% | 1480 |
|
|
2024
Q2 | $51.6K | Buy |
984
+666
| +209% | +$34.9K | ﹤0.01% | 1522 |
|
|
2024
Q1 | $15K | Buy |
318
+14
| +5% | +$660 | ﹤0.01% | 1934 |
|
|
2023
Q4 | $14.5K | Buy |
304
+37
| +14% | +$1.77K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $10.4K | Hold |
267
| – | – | ﹤0.01% | 1941 |
|
|
2023
Q2 | $11.5K | Buy |
267
+30
| +13% | +$1.3K | ﹤0.01% | 1916 |
|
|
2023
Q1 | $12K | Sell |
237
-8
| -3% | -$405 | ﹤0.01% | 1846 |
|
|
2022
Q4 | $9.57K | Sell |
245
-15
| -6% | -$586 | ﹤0.01% | 1798 |
|
|
2022
Q3 | $8K | Buy |
260
+41
| +19% | +$1.26K | ﹤0.01% | 1782 |
|
|
2022
Q2 | $8K | Sell |
219
-29
| -12% | -$1.06K | ﹤0.01% | 1747 |
|
|
2022
Q1 | $11K | Buy |
+248
| New | +$11K | ﹤0.01% | 1597 |
|
|
2021
Q4 | – | Sell |
-156
| Closed | -$6K | – | 1822 |
|
|
2021
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 1582 |
|
|
2021
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 1496 |
|
|
2021
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q4 | $7K | Sell |
156
-60
| -28% | -$2.69K | ﹤0.01% | 1368 |
|
|
2020
Q3 | $11K | Hold |
216
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q2 | $10K | Hold |
216
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q1 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 1195 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$6K | – | 1580 |
|
|
2018
Q1 | $6K | Sell |
300
-3,813
| -93% | -$76.3K | ﹤0.01% | 1128 |
|
|
2017
Q4 | $91K | Sell |
4,113
-908
| -18% | -$20.1K | 0.03% | 385 |
|
|
2017
Q3 | $96K | Sell |
5,021
-1,388
| -22% | -$26.5K | 0.04% | 327 |
|
|
2017
Q2 | $127K | Buy |
6,409
+592
| +10% | +$11.7K | 0.06% | 271 |
|
|
2017
Q1 | $121K | Sell |
5,817
-300
| -5% | -$6.24K | 0.07% | 249 |
|
|
2016
Q4 | $118K | Buy |
+6,117
| New | +$118K | 0.08% | 219 |
|