KCM Investment 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 | $515K | Sell |
5,736
-640
| -10% | -$57.5K | 0.02% | 265 |
|
|
2025
Q1 | $495K | Hold |
6,376
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $359K | Buy |
6,376
+1,300
| +26% | +$73.1K | 0.01% | 291 |
|
|
2024
Q3 | $310K | Hold |
5,076
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $266K | Hold |
5,076
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $239K | Sell |
5,076
-584
| -10% | -$27.5K | 0.01% | 348 |
|
|
2023
Q4 | $279K | Sell |
5,660
-2,941
| -34% | -$145K | 0.01% | 320 |
|
|
2023
Q3 | $349K | Sell |
8,601
-350
| -4% | -$14.2K | 0.02% | 286 |
|
|
2023
Q2 | $387K | Hold |
8,951
| – | – | 0.02% | 287 |
|
|
2023
Q1 | $431K | Hold |
8,951
| – | – | 0.02% | 287 |
|
|
2022
Q4 | $350K | Hold |
8,951
| – | – | 0.02% | 310 |
|
|
2022
Q3 | $290K | Sell |
8,951
-1,059
| -11% | -$34.3K | 0.01% | 314 |
|
|
2022
Q2 | $361K | Buy |
10,010
+606
| +6% | +$21.9K | 0.02% | 301 |
|
|
2022
Q1 | $447K | Sell |
9,404
-2,699
| -22% | -$128K | 0.02% | 300 |
|
|
2021
Q4 | $520K | Sell |
12,103
-4,075
| -25% | -$175K | 0.02% | 287 |
|
|
2021
Q3 | $608K | Buy |
16,178
+700
| +5% | +$26.3K | 0.02% | 251 |
|
|
2021
Q2 | $682K | Buy |
15,478
+79
| +0.5% | +$3.48K | 0.03% | 232 |
|
|
2021
Q1 | $588K | Sell |
15,399
-355
| -2% | -$13.6K | 0.03% | 239 |
|
|
2020
Q4 | $658K | Buy |
15,754
+2,240
| +17% | +$93.6K | 0.03% | 212 |
|
|
2020
Q3 | $663K | Buy |
13,514
+1,154
| +9% | +$56.6K | 0.04% | 198 |
|
|
2020
Q2 | $544K | Hold |
12,360
| – | – | 0.03% | 213 |
|
|
2020
Q1 | $340K | Buy |
12,360
+360
| +3% | +$9.9K | 0.02% | 252 |
|
|
2019
Q4 | $357K | Hold |
12,000
| – | – | 0.02% | 274 |
|
|
2019
Q3 | $315K | Hold |
12,000
| – | – | 0.02% | 280 |
|
|
2019
Q2 | $290K | Hold |
12,000
| – | – | 0.02% | 280 |
|
|
2019
Q1 | $286K | Buy |
+12,000
| New | +$286K | 0.02% | 277 |
|