Guardian Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $596K | Sell |
9,750
-34,450
| -78% | -$2.11M | 0.06% | 127 |
|
|
2024
Q2 | $2.57M | Buy |
44,200
+3,650
| +9% | +$212K | 0.27% | 81 |
|
|
2024
Q1 | $2.16M | Sell |
40,550
-14,905
| -27% | -$795K | 0.23% | 85 |
|
|
2023
Q4 | $2.69M | Buy |
55,455
+46,435
| +515% | +$2.25M | 0.28% | 82 |
|
|
2023
Q3 | $377K | Sell |
9,020
-1,000
| -10% | -$41.8K | 0.04% | 138 |
|
|
2023
Q2 | $430K | Sell |
10,020
-50
| -0.5% | -$2.14K | 0.05% | 127 |
|
|
2023
Q1 | $508K | Buy |
10,070
+1,065
| +12% | +$53.7K | 0.06% | 112 |
|
|
2022
Q4 | $391K | Buy |
9,005
+1,000
| +12% | +$43.4K | 0.04% | 126 |
|
|
2022
Q3 | $258K | Sell |
8,005
-2,000
| -20% | -$64.5K | 0.03% | 137 |
|
|
2022
Q2 | $346K | Buy |
10,005
+1,886
| +23% | +$65.2K | 0.04% | 136 |
|
|
2022
Q1 | $412K | Sell |
8,119
-2,856
| -26% | -$145K | 0.04% | 135 |
|
|
2021
Q4 | $438K | Buy |
10,975
+1,405
| +15% | +$56.1K | 0.04% | 139 |
|
|
2021
Q3 | $355K | Sell |
9,570
-25
| -0.3% | -$927 | 0.04% | 144 |
|
|
2021
Q2 | $430K | Buy |
9,595
+2,210
| +30% | +$99K | 0.04% | 141 |
|
|
2021
Q1 | $293K | Buy |
7,385
+1,039
| +16% | +$41.2K | 0.03% | 152 |
|
|
2020
Q4 | $286K | Buy |
6,346
+431
| +7% | +$19.4K | 0.04% | 152 |
|
|
2020
Q3 | $296K | Sell |
5,915
-1,305
| -18% | -$65.3K | 0.05% | 141 |
|
|
2020
Q2 | $326K | Buy |
+7,220
| New | +$326K | 0.06% | 117 |
|
|
2014
Q3 | – | Sell |
-29,200
| Closed | -$773K | – | 179 |
|
|
2014
Q2 | $773K | Buy |
29,200
+1,800
| +7% | +$47.7K | 0.14% | 108 |
|
|
2014
Q1 | $626K | Sell |
27,400
-1,100
| -4% | -$25.1K | 0.12% | 116 |
|
|
2013
Q4 | $633K | Buy |
28,500
+2,850
| +11% | +$63.3K | 0.12% | 116 |
|
|
2013
Q3 | $626K | Sell |
25,650
-400
| -2% | -$9.76K | 0.13% | 114 |
|
|
2013
Q2 | $508K | Buy |
+26,050
| New | +$508K | 0.14% | 102 |
|