IFP 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 | $246K | Buy |
2,736
+711
| +35% | +$63.8K | 0.01% | 1170 |
|
|
2025
Q1 | $157K | Sell |
2,025
-128
| -6% | -$9.93K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $121K | Buy |
2,153
+1,363
| +173% | +$76.6K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $48.2K | Sell |
790
-127
| -14% | -$7.76K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $48.1K | Sell |
917
-630
| -41% | -$33K | ﹤0.01% | 1704 |
|
|
2024
Q1 | $72.9K | Sell |
1,547
-1,841
| -54% | -$86.8K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $167K | Buy |
3,388
+2,871
| +555% | +$142K | 0.01% | 1029 |
|
|
2023
Q3 | $21K | Sell |
517
-949
| -65% | -$38.5K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $63.4K | Buy |
1,466
+55
| +4% | +$2.38K | ﹤0.01% | 1511 |
|
|
2023
Q1 | $30.6K | Sell |
1,411
-4,384
| -76% | -$95K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $128K | Sell |
5,795
-3,641
| -39% | -$80.4K | ﹤0.01% | 1615 |
|
|
2022
Q3 | $206K | Buy |
9,436
+223
| +2% | +$4.87K | 0.01% | 1386 |
|
|
2022
Q2 | $201K | Hold |
9,213
| – | – | 0.01% | 1281 |
|
|
2022
Q1 | $201K | Buy |
9,213
+7,087
| +333% | +$155K | 0.01% | 1281 |
|
|
2021
Q4 | $94K | Sell |
2,126
-94
| -4% | -$4.16K | ﹤0.01% | 1272 |
|
|
2021
Q3 | $85K | Sell |
2,220
-86
| -4% | -$3.29K | ﹤0.01% | 1323 |
|
|
2021
Q2 | $101K | Sell |
2,306
-2,030
| -47% | -$88.9K | ﹤0.01% | 1241 |
|
|
2021
Q1 | $168K | Sell |
4,336
-1,206
| -22% | -$46.7K | ﹤0.01% | 928 |
|
|
2020
Q4 | $228K | Sell |
5,542
-1,723
| -24% | -$70.9K | 0.01% | 745 |
|
|
2020
Q3 | $357K | Buy |
7,265
+1,157
| +19% | +$56.9K | 0.02% | 521 |
|
|
2020
Q2 | $257K | Buy |
6,108
+913
| +18% | +$38.4K | 0.02% | 580 |
|
|
2020
Q1 | $156K | Buy |
5,195
+2,644
| +104% | +$79.4K | 0.02% | 657 |
|
|
2019
Q4 | $76K | Buy |
+2,551
| New | +$76K | 0.01% | 1079 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3682 |
|
|
2019
Q1 | $63K | Sell |
2,637
-3,896
| -60% | -$93.1K | 0.01% | 870 |
|
|
2018
Q4 | $126K | Sell |
6,533
-4,055
| -38% | -$78.2K | 0.01% | 1074 |
|
|
2018
Q3 | $185K | Sell |
10,588
-1,339
| -11% | -$23.4K | 0.01% | 1122 |
|
|
2018
Q2 | $263K | Buy |
11,927
+684
| +6% | +$15.1K | 0.01% | 929 |
|
|
2018
Q1 | $249K | Hold |
11,243
| – | – | 0.01% | 898 |
|
|
2017
Q4 | $249K | Sell |
11,243
-6,552
| -37% | -$145K | 0.01% | 897 |
|
|
2017
Q3 | $340K | Sell |
17,795
-1,943
| -10% | -$37.1K | 0.01% | 865 |
|
|
2017
Q2 | $393K | Sell |
19,738
-6,355
| -24% | -$127K | 0.02% | 782 |
|
|
2017
Q1 | $544K | Buy |
26,093
+2,917
| +13% | +$60.8K | 0.02% | 632 |
|
|
2016
Q4 | $448K | Buy |
23,176
+12,450
| +116% | +$241K | 0.02% | 664 |
|
|
2016
Q3 | $290K | Sell |
10,726
-4,874
| -31% | -$132K | 0.02% | 825 |
|
|
2016
Q2 | $367K | Buy |
15,600
+12,963
| +492% | +$305K | 0.02% | 673 |
|
|
2016
Q1 | $63K | Sell |
2,637
-4,897
| -65% | -$117K | 0.01% | 870 |
|
|
2015
Q4 | $94K | Buy |
+7,534
| New | +$94K | 0.01% | 1214 |
|