Leavell Investment 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 | $5.7M | Buy |
63,434
+2,389
| +4% | +$215K | 0.26% | 99 |
|
|
2025
Q1 | $4.74M | Buy |
61,045
+1,529
| +3% | +$119K | 0.23% | 103 |
|
|
2024
Q4 | $3.35M | Buy |
59,516
+675
| +1% | +$38K | 0.16% | 138 |
|
|
2024
Q3 | $3.59M | Sell |
58,841
-1
| -0% | -$61 | 0.18% | 128 |
|
|
2024
Q2 | $3.08M | Hold |
58,842
| – | – | 0.17% | 129 |
|
|
2024
Q1 | $2.77M | Sell |
58,842
-25,080
| -30% | -$1.18M | 0.16% | 136 |
|
|
2023
Q4 | $4.14M | Hold |
83,922
| – | – | 0.26% | 96 |
|
|
2023
Q3 | $3.4M | Sell |
83,922
-14,720
| -15% | -$597K | 0.24% | 107 |
|
|
2023
Q2 | $4.26M | Sell |
98,642
-8,918
| -8% | -$385K | 0.29% | 88 |
|
|
2023
Q1 | $5.2M | Sell |
107,560
-4,676
| -4% | -$226K | 0.37% | 74 |
|
|
2022
Q4 | $4.39M | Sell |
112,236
-6,310
| -5% | -$247K | 0.33% | 86 |
|
|
2022
Q3 | $3.84M | Sell |
118,546
-9,000
| -7% | -$291K | 0.3% | 95 |
|
|
2022
Q2 | $4.6M | Hold |
127,546
| – | – | 0.35% | 83 |
|
|
2022
Q1 | $6.09M | Sell |
127,546
-625
| -0.5% | -$29.8K | 0.42% | 70 |
|
|
2021
Q4 | $5.5M | Sell |
128,171
-12,554
| -9% | -$539K | 0.37% | 76 |
|
|
2021
Q3 | $5.29M | Buy |
140,725
+540
| +0.4% | +$20.3K | 0.39% | 74 |
|
|
2021
Q2 | $5.38M | Hold |
140,185
| – | – | 0.44% | 68 |
|
|
2021
Q1 | $5.38M | Sell |
140,185
-15,730
| -10% | -$603K | 0.44% | 68 |
|
|
2020
Q4 | $6.51M | Buy |
155,915
+980
| +0.6% | +$40.9K | 0.56% | 54 |
|
|
2020
Q3 | $7.6M | Buy |
154,935
+11,770
| +8% | +$578K | 0.66% | 45 |
|
|
2020
Q2 | $6.31M | Buy |
143,165
+19,780
| +16% | +$871K | 0.61% | 52 |
|
|
2020
Q1 | $3.41M | Buy |
123,385
+4,325
| +4% | +$119K | 0.4% | 77 |
|
|
2019
Q4 | $3.54M | Buy |
119,060
+58,410
| +96% | +$1.74M | 0.33% | 91 |
|
|
2019
Q3 | $1.59M | Buy |
+60,650
| New | +$1.59M | 0.16% | 141 |
|