HighMark Wealth Management’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 | $64.2K | Sell |
715
-313
| -30% | -$28.1K | 0.03% | 140 |
|
|
2025
Q1 | $79.8K | Hold |
1,028
| – | – | 0.05% | 102 |
|
|
2024
Q4 | $57.8K | Buy |
1,028
+2
| +0.2% | +$112 | 0.03% | 115 |
|
|
2024
Q3 | $62.6K | Buy |
1,026
+3
| +0.3% | +$183 | 0.03% | 132 |
|
|
2024
Q2 | $53.6K | Buy |
1,023
+5
| +0.5% | +$262 | 0.03% | 130 |
|
|
2024
Q1 | $48K | Hold |
1,018
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $50.2K | Buy |
1,018
+2
| +0.2% | +$99 | 0.04% | 130 |
|
|
2023
Q3 | $41.2K | Buy |
1,016
+3
| +0.3% | +$122 | 0.03% | 127 |
|
|
2023
Q2 | $43.8K | Buy |
1,013
+6
| +0.6% | +$259 | 0.03% | 128 |
|
|
2023
Q1 | $48.5K | Hold |
1,007
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $39.4K | Buy |
1,007
+3
| +0.3% | +$117 | 0.03% | 117 |
|
|
2022
Q3 | $32K | Buy |
1,004
+4
| +0.4% | +$127 | 0.03% | 123 |
|
|
2022
Q2 | $36K | Sell |
1,000
-229
| -19% | -$8.24K | 0.03% | 117 |
|
|
2022
Q1 | $58K | Hold |
1,229
| – | – | 0.04% | 96 |
|
|
2021
Q4 | $53K | Buy |
1,229
+4
| +0.3% | +$172 | 0.03% | 116 |
|
|
2021
Q3 | $46K | Buy |
1,225
+4
| +0.3% | +$150 | 0.03% | 120 |
|
|
2021
Q2 | $54K | Buy |
1,221
+6
| +0.5% | +$265 | 0.04% | 111 |
|
|
2021
Q1 | $46K | Buy |
1,215
+400
| +49% | +$15.1K | 0.04% | 104 |
|
|
2020
Q4 | $34K | Buy |
815
+261
| +47% | +$10.9K | 0.03% | 121 |
|
|
2020
Q3 | $27K | Buy |
554
+1
| +0.2% | +$49 | 0.02% | 141 |
|
|
2020
Q2 | $24K | Buy |
553
+3
| +0.5% | +$130 | 0.03% | 122 |
|
|
2020
Q1 | $15K | Buy |
+550
| New | +$15K | 0.02% | 132 |
|