IFP Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $193K | Sell |
|
|||||
|
2025
Q2 | $246K | Buy |
|
|||||
|
2025
Q1 | $157K | Sell |
|
|||||
|
2024
Q4 | $121K | Buy |
|
|||||
|
2024
Q3 | $48.2K | Sell |
|
|||||
|
2024
Q2 | $48.1K | Sell |
|
|||||
|
2024
Q1 | $72.9K | Sell |
|
|||||
|
2023
Q4 | $167K | Buy |
|
|||||
|
2023
Q3 | $21K | Sell |
|
|||||
|
2023
Q2 | $63.4K | Buy |
|
|||||
|
2023
Q1 | $30.6K | Sell |
|
|||||
|
2022
Q4 | $128K | Sell |
|
|||||
|
2022
Q3 | $206K | Buy |
|
|||||
|
2022
Q2 | $201K | Hold |
|
|||||
|
2022
Q1 | $201K | Buy |
|
|||||
|
2021
Q4 | $94K | Sell |
|
|||||
|
2021
Q3 | $85K | Sell |
|
|||||
|
2021
Q2 | $101K | Sell |
|
|||||
|
2021
Q1 | $168K | Sell |
|
|||||
|
2020
Q4 | $228K | Sell |
|
|||||
|
2020
Q3 | $357K | Buy |
|
|||||
|
2020
Q2 | $257K | Buy |
|
|||||
|
2020
Q1 | $156K | Buy |
|
|||||
|
2019
Q4 | $76K | Buy |
|
|||||
|
2019
Q3 | – | Hold |
|
|||||
|
2019
Q1 | $63K | Sell |
|
|||||
|
2018
Q4 | $126K | Sell |
|
|||||
|
2018
Q3 | $185K | Sell |
|
|||||
|
2018
Q2 | $263K | Buy |
|
|||||
|
2018
Q1 | $249K | Hold |
|
|||||
|
2017
Q4 | $249K | Sell |
|
|||||
|
2017
Q3 | $340K | Sell |
|
|||||
|
2017
Q2 | $393K | Sell |
|
|||||
|
2017
Q1 | $544K | Buy |
|
|||||
|
2016
Q4 | $448K | Buy |
|
|||||
|
2016
Q3 | $290K | Sell |
|
|||||
|
2016
Q2 | $367K | Buy |
|
|||||
|
2016
Q1 | $63K | Sell |
|
|||||
|
2015
Q4 | $94K | Buy |
|