Koshinski 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
12,555
-590
| -4% | -$53K | 0.09% | 227 |
|
|
2025
Q1 | $1.02M | Sell |
13,145
-530
| -4% | -$41.1K | 0.09% | 241 |
|
|
2024
Q4 | $769M | Sell |
13,675
-1,068
| -7% | -$60.1M | 0.07% | 289 |
|
|
2024
Q3 | $901K | Sell |
14,743
-234
| -2% | -$14.3K | 0.08% | 259 |
|
|
2024
Q2 | $840K | Sell |
14,977
-2,959
| -16% | -$166K | 0.08% | 248 |
|
|
2024
Q1 | $845K | Sell |
17,936
-6,516
| -27% | -$307K | 0.09% | 232 |
|
|
2023
Q4 | $1.21M | Buy |
24,452
+8,480
| +53% | +$418K | 0.18% | 149 |
|
|
2023
Q3 | $648K | Hold |
15,972
| – | – | 0.07% | 272 |
|
|
2023
Q2 | $690K | Sell |
15,972
-181
| -1% | -$7.82K | 0.07% | 273 |
|
|
2023
Q1 | $778K | Hold |
16,153
| – | – | 0.08% | 254 |
|
|
2022
Q4 | $631K | Buy |
16,153
+300
| +2% | +$11.7K | 0.06% | 314 |
|
|
2022
Q3 | $513K | Sell |
15,853
-384
| -2% | -$12.4K | 0.06% | 319 |
|
|
2022
Q2 | $585K | Sell |
16,237
-323
| -2% | -$11.6K | 0.06% | 336 |
|
|
2022
Q1 | $788K | Buy |
16,560
+60
| +0.4% | +$2.86K | 0.06% | 300 |
|
|
2021
Q4 | $708K | Buy |
16,500
+339
| +2% | +$14.6K | 0.06% | 334 |
|
|
2021
Q3 | $607K | Buy |
16,161
+142
| +0.9% | +$5.34K | 0.05% | 352 |
|
|
2021
Q2 | $706K | Sell |
16,019
-260
| -2% | -$11.5K | 0.09% | 257 |
|
|
2021
Q1 | $622K | Buy |
16,279
+350
| +2% | +$13.4K | 0.07% | 315 |
|
|
2020
Q4 | $665K | Sell |
15,929
-311
| -2% | -$13K | 0.08% | 263 |
|
|
2020
Q3 | $824 | Sell |
16,240
-42
| -0.3% | -$2 | 0.11% | 205 |
|
|
2020
Q2 | $717K | Sell |
16,282
-2,472
| -13% | -$109K | 0.12% | 211 |
|
|
2020
Q1 | $516K | Buy |
18,754
+360
| +2% | +$9.91K | 0.11% | 237 |
|
|
2019
Q4 | $552K | Buy |
18,394
+1,173
| +7% | +$35.2K | 0.1% | 288 |
|
|
2019
Q3 | $452K | Buy |
17,221
+843
| +5% | +$22.1K | 0.31% | 92 |
|
|
2019
Q2 | $396K | Buy |
16,378
+2,775
| +20% | +$67.1K | 0.16% | 175 |
|
|
2019
Q1 | $324 | Buy |
13,603
+1,400
| +11% | +$33 | 0.09% | 274 |
|
|
2018
Q4 | $238K | Sell |
12,203
-9,557
| -44% | -$186K | 0.06% | 344 |
|
|
2018
Q3 | $381K | Buy |
21,760
+11,022
| +103% | +$193K | 0.05% | 379 |
|
|
2018
Q2 | $237K | Sell |
10,738
-200
| -2% | -$4.41K | 0.07% | 332 |
|
|
2018
Q1 | $223K | Sell |
10,938
-692
| -6% | -$14.1K | 0.07% | 328 |
|
|
2017
Q4 | $257K | Sell |
11,630
-8,500
| -42% | -$188K | 0.06% | 369 |
|
|
2017
Q3 | $384K | Buy |
20,130
+100
| +0.5% | +$1.91K | 0.13% | 245 |
|
|
2017
Q2 | $398K | Hold |
20,030
| – | – | 0.15% | 223 |
|
|
2017
Q1 | $417K | Sell |
20,030
-200
| -1% | -$4.16K | 0.16% | 187 |
|
|
2016
Q4 | $391K | Buy |
20,230
+360
| +2% | +$6.96K | 0.19% | 169 |
|
|
2016
Q3 | $537K | Sell |
19,870
-4,400
| -18% | -$119K | 0.27% | 124 |
|
|
2016
Q2 | $571K | Buy |
24,270
+3,875
| +19% | +$91.2K | 0.31% | 114 |
|
|
2016
Q1 | $338K | Buy |
20,395
+940
| +5% | +$15.6K | 0.22% | 148 |
|
|
2015
Q4 | $242K | Sell |
19,455
-1,400
| -7% | -$17.4K | 0.17% | 171 |
|
|
2015
Q3 | $362K | Buy |
20,855
+112
| +0.5% | +$1.94K | 0.23% | 140 |
|
|
2015
Q2 | $360K | Buy |
20,743
+2,132
| +11% | +$37K | 0.23% | 133 |
|
|
2015
Q1 | $354K | Buy |
18,611
+1,050
| +6% | +$20K | 0.23% | 132 |
|
|
2014
Q4 | $357K | Buy |
+17,561
| New | +$357K | 0.2% | 136 |
|