IHT Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
18,721
+543
| +3% | +$48.8K | 0.05% | 354 |
|
|
2025
Q1 | $1.41M | Sell |
18,178
-3,063
| -14% | -$238K | 0.04% | 369 |
|
|
2024
Q4 | $1.19M | Sell |
21,241
-828
| -4% | -$46.6K | 0.04% | 399 |
|
|
2024
Q3 | $1.35M | Sell |
22,069
-658
| -3% | -$40.2K | 0.04% | 417 |
|
|
2024
Q2 | $1.19M | Buy |
22,727
+269
| +1% | +$14.1K | 0.04% | 378 |
|
|
2024
Q1 | $1.06M | Sell |
22,458
-298
| -1% | -$14K | 0.04% | 404 |
|
|
2023
Q4 | $1.12M | Buy |
22,756
+4,192
| +23% | +$207K | 0.05% | 357 |
|
|
2023
Q3 | $753K | Buy |
18,564
+893
| +5% | +$36.2K | 0.04% | 419 |
|
|
2023
Q2 | $764K | Buy |
17,671
+190
| +1% | +$8.21K | 0.04% | 410 |
|
|
2023
Q1 | $842K | Sell |
17,481
-150
| -0.9% | -$7.22K | 0.05% | 343 |
|
|
2022
Q4 | $933K | Sell |
17,631
-269
| -2% | -$14.2K | 0.06% | 315 |
|
|
2022
Q3 | $579K | Buy |
17,900
+1,738
| +11% | +$56.2K | 0.04% | 413 |
|
|
2022
Q2 | $582K | Buy |
16,162
+2,657
| +20% | +$95.7K | 0.05% | 350 |
|
|
2022
Q1 | $643K | Sell |
13,505
-400
| -3% | -$19K | 0.05% | 346 |
|
|
2021
Q4 | $597K | Buy |
13,905
+1,594
| +13% | +$68.4K | 0.04% | 383 |
|
|
2021
Q3 | $463K | Sell |
12,311
-831
| -6% | -$31.3K | 0.04% | 446 |
|
|
2021
Q2 | $579K | Buy |
13,142
+640
| +5% | +$28.2K | 0.04% | 487 |
|
|
2021
Q1 | $478K | Buy |
12,502
+706
| +6% | +$27K | 0.03% | 473 |
|
|
2020
Q4 | $492K | Buy |
11,796
+14
| +0.1% | +$584 | 0.04% | 412 |
|
|
2020
Q3 | $578K | Buy |
11,782
+513
| +5% | +$25.2K | 0.06% | 316 |
|
|
2020
Q2 | $496K | Sell |
11,269
-683
| -6% | -$30.1K | 0.07% | 294 |
|
|
2020
Q1 | $329K | Sell |
11,952
-79
| -0.7% | -$2.18K | 0.05% | 369 |
|
|
2019
Q4 | $358K | Sell |
12,031
-418
| -3% | -$12.4K | 0.04% | 400 |
|
|
2019
Q3 | $327K | Sell |
12,449
-552
| -4% | -$14.5K | 0.04% | 402 |
|
|
2019
Q2 | $314K | Sell |
13,001
-197
| -1% | -$4.76K | 0.05% | 386 |
|
|
2019
Q1 | $314K | Buy |
13,198
+412
| +3% | +$9.8K | 0.05% | 352 |
|
|
2018
Q4 | $250K | Buy |
+12,786
| New | +$250K | 0.05% | 377 |
|
|
2018
Q3 | – | Sell |
-9,874
| Closed | -$218K | – | 446 |
|
|
2018
Q2 | $218K | Hold |
9,874
| – | – | 0.06% | 369 |
|
|
2018
Q1 | $203K | Sell |
9,874
-29
| -0.3% | -$596 | 0.05% | 343 |
|
|
2017
Q4 | $214K | Hold |
9,903
| – | – | 0.06% | 336 |
|
|
2017
Q3 | $198K | Sell |
9,903
-289
| -3% | -$5.78K | 0.08% | 249 |
|
|
2017
Q2 | $72 | Hold |
10,192
| – | – | 0.03% | 418 |
|
|
2017
Q1 | $216K | Hold |
10,192
| – | – | 0.14% | 167 |
|
|
2016
Q4 | $202K | Buy |
+10,192
| New | +$202K | 0.15% | 155 |
|