HighTower 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 | $19.2M | Sell |
214,158
-61,901
| -22% | -$5.56M | 0.02% | 570 |
|
|
2025
Q1 | $21.4M | Buy |
276,059
+66,332
| +32% | +$5.15M | 0.03% | 522 |
|
|
2024
Q4 | $11.8M | Sell |
209,727
-25,948
| -11% | -$1.46M | 0.02% | 685 |
|
|
2024
Q3 | $14.4M | Buy |
235,675
+89,671
| +61% | +$5.47M | 0.02% | 613 |
|
|
2024
Q2 | $7.65M | Buy |
146,004
+17,656
| +14% | +$925K | 0.01% | 826 |
|
|
2024
Q1 | $6.04M | Sell |
128,348
-96,527
| -43% | -$4.54M | 0.01% | 890 |
|
|
2023
Q4 | $11.1M | Sell |
224,875
-62,595
| -22% | -$3.08M | 0.02% | 666 |
|
|
2023
Q3 | $11.7M | Buy |
287,470
+42,488
| +17% | +$1.72M | 0.02% | 613 |
|
|
2023
Q2 | $10.6M | Sell |
244,982
-68,491
| -22% | -$2.96M | 0.02% | 622 |
|
|
2023
Q1 | $15.1M | Buy |
313,473
+87,282
| +39% | +$4.2M | 0.03% | 490 |
|
|
2022
Q4 | $8.85M | Buy |
226,191
+75,218
| +50% | +$2.94M | 0.02% | 655 |
|
|
2022
Q3 | $4.9M | Buy |
150,973
+13,675
| +10% | +$444K | 0.01% | 814 |
|
|
2022
Q2 | $4.96M | Sell |
137,298
-90
| -0.1% | -$3.25K | 0.01% | 821 |
|
|
2022
Q1 | $6.54M | Sell |
137,388
-5,071
| -4% | -$242K | 0.01% | 766 |
|
|
2021
Q4 | $6.1M | Sell |
142,459
-11,503
| -7% | -$493K | 0.01% | 798 |
|
|
2021
Q3 | $5.79M | Buy |
153,962
+3,915
| +3% | +$147K | 0.02% | 753 |
|
|
2021
Q2 | $6.6M | Buy |
150,047
+18,646
| +14% | +$820K | 0.02% | 691 |
|
|
2021
Q1 | $5.02M | Buy |
+131,401
| New | +$5.02M | 0.02% | 732 |
|
|
2020
Q4 | – | Sell |
-82,281
| Closed | -$4.04M | – | 2642 |
|
|
2020
Q3 | $4.04M | Sell |
82,281
-11,989
| -13% | -$588K | 0.02% | 627 |
|
|
2020
Q2 | $4.15M | Sell |
94,270
-20,365
| -18% | -$896K | 0.02% | 566 |
|
|
2020
Q1 | $3.17M | Buy |
114,635
+93,923
| +453% | +$2.59M | 0.02% | 584 |
|
|
2019
Q4 | $616K | Buy |
20,712
+1,253
| +6% | +$37.3K | ﹤0.01% | 1358 |
|
|
2019
Q3 | $512K | Buy |
19,459
+6,106
| +46% | +$161K | ﹤0.01% | 1502 |
|
|
2019
Q2 | $323K | Buy |
13,353
+4,440
| +50% | +$107K | ﹤0.01% | 1750 |
|
|
2019
Q1 | $214K | Buy |
+8,913
| New | +$214K | ﹤0.01% | 1912 |
|
|
2018
Q2 | – | Sell |
-22,273
| Closed | -$451K | – | 2201 |
|
|
2018
Q1 | $451K | Sell |
22,273
-2,404
| -10% | -$48.7K | ﹤0.01% | 1468 |
|
|
2017
Q4 | $544K | Buy |
24,677
+1,937
| +9% | +$42.7K | ﹤0.01% | 1403 |
|
|
2017
Q3 | $435K | Sell |
22,740
-9,898
| -30% | -$189K | ﹤0.01% | 1498 |
|
|
2017
Q2 | $650K | Sell |
32,638
-1,424
| -4% | -$28.4K | 0.01% | 1253 |
|
|
2017
Q1 | $705K | Sell |
34,062
-2,885
| -8% | -$59.7K | 0.01% | 1181 |
|
|
2016
Q4 | $714K | Buy |
36,947
+2,624
| +8% | +$50.7K | 0.01% | 1108 |
|
|
2016
Q3 | $930K | Sell |
34,323
-3,386
| -9% | -$91.7K | 0.01% | 950 |
|
|
2016
Q2 | $886K | Buy |
37,709
+1,145
| +3% | +$26.9K | 0.01% | 937 |
|
|
2016
Q1 | $606K | Buy |
36,564
+489
| +1% | +$8.11K | ﹤0.01% | 1219 |
|
|
2015
Q4 | $446K | Sell |
36,075
-7,631
| -17% | -$94.3K | 0.01% | 1375 |
|
|
2015
Q3 | $524K | Sell |
43,706
-54
| -0.1% | -$647 | 0.01% | 1181 |
|
|
2015
Q2 | $758K | Sell |
43,760
-50,300
| -53% | -$871K | 0.01% | 866 |
|
|
2015
Q1 | $1.1M | Buy |
94,060
+48,483
| +106% | +$568K | 0.02% | 770 |
|
|
2014
Q4 | $927K | Buy |
45,577
+9,454
| +26% | +$192K | 0.01% | 818 |
|
|
2014
Q3 | $720K | Sell |
36,123
-886
| -2% | -$17.7K | 0.01% | 897 |
|
|
2014
Q2 | $972K | Buy |
37,009
+479
| +1% | +$12.6K | 0.02% | 818 |
|
|
2014
Q1 | $829K | Sell |
36,530
-58,164
| -61% | -$1.32M | 0.02% | 807 |
|
|
2013
Q4 | $1.91M | Buy |
+94,694
| New | +$1.91M | 0.04% | 482 |
|
|
2013
Q3 | – | Sell |
-26,706
| Closed | -$524K | – | 1396 |
|
|
2013
Q2 | $524K | Buy |
+26,706
| New | +$524K | 0.01% | 789 |
|