Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.3K | Buy |
196
+37
| +23% | +$1.94K | ﹤0.01% | 411 |
|
|
2024
Q1 | $7.49K | Hold |
159
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $7.85K | Buy |
159
+2
| +1% | +$99 | ﹤0.01% | 418 |
|
|
2023
Q3 | $6.37K | Hold |
157
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $6.79K | Buy |
157
+1
| +0.6% | +$43 | ﹤0.01% | 427 |
|
|
2023
Q1 | $7.51K | Hold |
156
| – | – | ﹤0.01% | 410 |
|
|
2022
Q4 | $6.1K | Hold |
156
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $6K | Hold |
156
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 641 |
|
|
2021
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 661 |
|
|
2021
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $7K | Sell |
156
-56
| -26% | -$2.51K | ﹤0.01% | 604 |
|
|
2020
Q3 | $10K | Hold |
212
| – | – | ﹤0.01% | 491 |
|
|
2020
Q2 | $9K | Sell |
212
-14
| -6% | -$594 | ﹤0.01% | 505 |
|
|
2020
Q1 | $6K | Buy |
+226
| New | +$6K | ﹤0.01% | 525 |
|