Lindbrook Capital’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
Q1 | $58.4K | Buy |
752
+37
| +5% | +$2.87K | 0.01% | 929 |
|
2024
Q4 | $40.2K | Buy |
715
+11
| +2% | +$619 | ﹤0.01% | 910 |
|
2024
Q3 | $43K | Sell |
704
-96
| -12% | -$5.86K | ﹤0.01% | 898 |
|
2024
Q2 | $41.9K | Hold |
800
| – | – | ﹤0.01% | 869 |
|
2024
Q1 | $37.7K | Buy |
800
+7
| +0.9% | +$330 | ﹤0.01% | 900 |
|
2023
Q4 | $39.1K | Buy |
793
+1
| +0.1% | +$49 | ﹤0.01% | 848 |
|
2023
Q3 | $32.1K | Sell |
792
-1
| -0.1% | -$41 | ﹤0.01% | 841 |
|
2023
Q2 | $34.3K | Sell |
793
-99
| -11% | -$4.28K | ﹤0.01% | 843 |
|
2023
Q1 | $43K | Buy |
892
+18
| +2% | +$867 | 0.01% | 757 |
|
2022
Q4 | $34.2K | Sell |
874
-25
| -3% | -$977 | ﹤0.01% | 827 |
|
2022
Q3 | $29K | Buy |
899
+144
| +19% | +$4.65K | ﹤0.01% | 832 |
|
2022
Q2 | $27K | Sell |
755
-55
| -7% | -$1.97K | ﹤0.01% | 877 |
|
2022
Q1 | $39K | Sell |
810
-98
| -11% | -$4.72K | 0.01% | 761 |
|
2021
Q4 | $39K | Sell |
908
-28
| -3% | -$1.2K | 0.01% | 804 |
|
2021
Q3 | $35K | Buy |
936
+64
| +7% | +$2.39K | 0.01% | 552 |
|
2021
Q2 | $38K | Hold |
872
| – | – | 0.01% | 561 |
|
2021
Q1 | $33K | Buy |
872
+95
| +12% | +$3.6K | 0.01% | 573 |
|
2020
Q4 | $32K | Buy |
777
+22
| +3% | +$906 | 0.01% | 543 |
|
2020
Q3 | $37K | Hold |
755
| – | – | 0.01% | 436 |
|
2020
Q2 | $33K | Sell |
755
-29
| -4% | -$1.27K | 0.01% | 468 |
|
2020
Q1 | $22K | Buy |
784
+56
| +8% | +$1.57K | 0.01% | 518 |
|
2019
Q4 | $22K | Buy |
728
+386
| +113% | +$11.7K | 0.01% | 711 |
|
2019
Q3 | $9K | Hold |
342
| – | – | ﹤0.01% | 935 |
|
2019
Q2 | $8K | Buy |
342
+109
| +47% | +$2.55K | ﹤0.01% | 965 |
|
2019
Q1 | $5K | Hold |
233
| – | – | ﹤0.01% | 1084 |
|
2018
Q4 | $4K | Buy |
+233
| New | +$4K | ﹤0.01% | 1083 |
|