Kestra Advisory Services’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 | $5.08M | Buy |
56,557
+5,800
| +11% | +$521K | 0.02% | 635 |
|
|
2025
Q1 | $3.94M | Sell |
50,757
-3,689
| -7% | -$286K | 0.02% | 671 |
|
|
2024
Q4 | $3.06M | Buy |
54,446
+13,143
| +32% | +$739K | 0.02% | 789 |
|
|
2024
Q3 | $2.52M | Sell |
41,303
-4,719
| -10% | -$288K | 0.01% | 847 |
|
|
2024
Q2 | $2.24M | Buy |
46,022
+6,396
| +16% | +$312K | 0.01% | 903 |
|
|
2024
Q1 | $1.87M | Buy |
39,626
+472
| +1% | +$22.2K | 0.01% | 913 |
|
|
2023
Q4 | $1.93M | Buy |
39,154
+3,316
| +9% | +$164K | 0.02% | 812 |
|
|
2023
Q3 | $1.45M | Buy |
35,838
+7,154
| +25% | +$290K | 0.01% | 821 |
|
|
2023
Q2 | $1.24M | Buy |
28,684
+22
| +0.1% | +$951 | 0.01% | 879 |
|
|
2023
Q1 | $1.38M | Buy |
28,662
+2,021
| +8% | +$97.3K | 0.02% | 795 |
|
|
2022
Q4 | $1.04M | Sell |
26,641
-9,072
| -25% | -$355K | 0.01% | 1039 |
|
|
2022
Q3 | $1.16M | Buy |
35,713
+11,405
| +47% | +$369K | 0.01% | 905 |
|
|
2022
Q2 | $876K | Buy |
24,308
+8,354
| +52% | +$301K | 0.01% | 1035 |
|
|
2022
Q1 | $759K | Buy |
15,954
+6,111
| +62% | +$291K | 0.01% | 1075 |
|
|
2021
Q4 | $423K | Sell |
9,843
-1,290
| -12% | -$55.4K | ﹤0.01% | 1406 |
|
|
2021
Q3 | $418K | Buy |
11,133
+1,620
| +17% | +$60.8K | ﹤0.01% | 1482 |
|
|
2021
Q2 | $419K | Buy |
9,513
+836
| +10% | +$36.8K | ﹤0.01% | 1379 |
|
|
2021
Q1 | $332K | Sell |
8,677
-15,819
| -65% | -$605K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $1.05M | Buy |
24,496
+13,747
| +128% | +$590K | 0.01% | 848 |
|
|
2020
Q3 | $527K | Buy |
+10,749
| New | +$527K | 0.01% | 861 |
|