Janney Montgomery Scott’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 | $4.18M | Buy |
46,510
+5,467
| +13% | +$491K | 0.01% | 885 |
|
|
2025
Q1 | $3.19M | Buy |
41,043
+3,750
| +10% | +$291K | 0.01% | 958 |
|
|
2024
Q4 | $2.1M | Sell |
37,293
-346
| -0.9% | -$19.5K | 0.01% | 1138 |
|
|
2024
Q3 | $2.3M | Buy |
37,639
+1,273
| +4% | +$77.8K | 0.01% | 1075 |
|
|
2024
Q2 | $1.91M | Buy |
36,366
+2,674
| +8% | +$140K | 0.01% | 1125 |
|
|
2024
Q1 | $1.59M | Buy |
33,692
+3
| +0% | +$141 | ﹤0.01% | 1270 |
|
|
2023
Q4 | $1.66M | Sell |
33,689
-1,064
| -3% | -$52.5K | 0.01% | 1192 |
|
|
2023
Q3 | $1.41M | Buy |
34,753
+520
| +2% | +$21.1K | 0.01% | 1163 |
|
|
2023
Q2 | $1.48M | Buy |
34,233
+4,619
| +16% | +$200K | 0.01% | 1215 |
|
|
2023
Q1 | $1.43M | Sell |
29,614
-3,861
| -12% | -$186K | 0.01% | 1136 |
|
|
2022
Q4 | $1.31M | Sell |
33,475
-2,784
| -8% | -$109K | 0.01% | 1230 |
|
|
2022
Q3 | $1.17M | Buy |
36,259
+622
| +2% | +$20.1K | 0.01% | 1236 |
|
|
2022
Q2 | $1.35M | Sell |
35,637
-598
| -2% | -$22.7K | 0.01% | 1108 |
|
|
2022
Q1 | $1.72M | Sell |
36,235
-785
| -2% | -$37.3K | 0.01% | 986 |
|
|
2021
Q4 | $1.59M | Buy |
37,020
+2,940
| +9% | +$126K | 0.01% | 1085 |
|
|
2021
Q3 | $1.28M | Buy |
34,080
+7,827
| +30% | +$294K | 0.01% | 1163 |
|
|
2021
Q2 | $1.16M | Sell |
26,253
-262
| -1% | -$11.5K | 0.01% | 1202 |
|
|
2021
Q1 | $1.01M | Buy |
26,515
+621
| +2% | +$23.7K | ﹤0.01% | 1186 |
|
|
2020
Q4 | $1.08M | Sell |
25,894
-4,448
| -15% | -$186K | 0.01% | 1141 |
|
|
2020
Q3 | $1.49M | Buy |
30,342
+1,122
| +4% | +$55.1K | 0.01% | 915 |
|
|
2020
Q2 | $1.29M | Buy |
29,220
+12,644
| +76% | +$557K | 0.01% | 936 |
|
|
2020
Q1 | $456K | Sell |
16,576
-1,185
| -7% | -$32.6K | ﹤0.01% | 1265 |
|
|
2019
Q4 | $528K | Sell |
17,761
-5,628
| -24% | -$167K | ﹤0.01% | 1398 |
|
|
2019
Q3 | $614K | Buy |
23,389
+1,603
| +7% | +$42.1K | ﹤0.01% | 1269 |
|
|
2019
Q2 | $527K | Buy |
21,786
+365
| +2% | +$8.83K | ﹤0.01% | 1405 |
|
|
2019
Q1 | $510K | Sell |
21,421
-1,488
| -6% | -$35.4K | ﹤0.01% | 1389 |
|
|
2018
Q4 | $447K | Buy |
22,909
+3,862
| +20% | +$75.4K | ﹤0.01% | 1365 |
|
|
2018
Q3 | $333K | Buy |
+19,047
| New | +$333K | ﹤0.01% | 1650 |
|
|
2014
Q4 | – | Sell |
-34,229
| Closed | -$682K | – | 2397 |
|
|
2014
Q3 | $682K | Sell |
34,229
-2,160
| -6% | -$43K | 0.01% | 1062 |
|
|
2014
Q2 | $956K | Sell |
36,389
-1,438
| -4% | -$37.8K | 0.02% | 848 |
|
|
2014
Q1 | $859K | Sell |
37,827
-24,555
| -39% | -$557K | 0.02% | 825 |
|
|
2013
Q4 | $1.26M | Sell |
62,382
-8,516
| -12% | -$172K | 0.03% | 620 |
|
|
2013
Q3 | $1.76M | Buy |
70,898
+29,755
| +72% | +$737K | 0.05% | 425 |
|
|
2013
Q2 | $809K | Buy |
+41,143
| New | +$809K | 0.08% | 284 |
|