LPL Financial’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 | $18.9M | Buy |
210,162
+12,187
| +6% | +$1.09M | 0.01% | 1298 |
|
|
2025
Q1 | $15.4M | Sell |
197,975
-3,696
| -2% | -$287K | 0.01% | 1322 |
|
|
2024
Q4 | $11.3M | Buy |
201,671
+22,139
| +12% | +$1.25M | ﹤0.01% | 1444 |
|
|
2024
Q3 | $11M | Buy |
179,532
+8,704
| +5% | +$532K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $8.95M | Buy |
170,828
+9,288
| +6% | +$487K | ﹤0.01% | 1442 |
|
|
2024
Q1 | $7.61M | Buy |
161,540
+2,352
| +1% | +$111K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $7.85M | Sell |
159,188
-15,327
| -9% | -$756K | ﹤0.01% | 1392 |
|
|
2023
Q3 | $7.08M | Buy |
174,515
+3,461
| +2% | +$140K | 0.01% | 1380 |
|
|
2023
Q2 | $7.39M | Buy |
171,054
+38,431
| +29% | +$1.66M | 0.01% | 1319 |
|
|
2023
Q1 | $6.39M | Buy |
132,623
+42,984
| +48% | +$2.07M | 0.01% | 1359 |
|
|
2022
Q4 | $3.5M | Buy |
89,639
+3,659
| +4% | +$143K | ﹤0.01% | 1670 |
|
|
2022
Q3 | $2.78M | Buy |
85,980
+3,300
| +4% | +$107K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $2.98M | Buy |
82,680
+462
| +0.6% | +$16.6K | ﹤0.01% | 1726 |
|
|
2022
Q1 | $3.91M | Buy |
82,218
+229
| +0.3% | +$10.9K | ﹤0.01% | 1589 |
|
|
2021
Q4 | $3.52M | Buy |
81,989
+1,596
| +2% | +$68.5K | ﹤0.01% | 1682 |
|
|
2021
Q3 | $3.02M | Buy |
80,393
+141
| +0.2% | +$5.3K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $3.54M | Sell |
80,252
-1,445
| -2% | -$63.7K | ﹤0.01% | 1584 |
|
|
2021
Q1 | $3.12M | Buy |
81,697
+5,444
| +7% | +$208K | ﹤0.01% | 1546 |
|
|
2020
Q4 | $3.18M | Buy |
76,253
+1,905
| +3% | +$79.5K | ﹤0.01% | 1379 |
|
|
2020
Q3 | $3.65M | Sell |
74,348
-3,338
| -4% | -$164K | 0.01% | 1114 |
|
|
2020
Q2 | $3.42M | Sell |
77,686
-429
| -0.5% | -$18.9K | 0.01% | 1055 |
|
|
2020
Q1 | $2.15M | Buy |
78,115
+5,782
| +8% | +$159K | ﹤0.01% | 1147 |
|
|
2019
Q4 | $2.15M | Buy |
72,333
+4,914
| +7% | +$146K | ﹤0.01% | 1304 |
|
|
2019
Q3 | $1.77M | Buy |
67,419
+4,585
| +7% | +$120K | ﹤0.01% | 1345 |
|
|
2019
Q2 | $1.52M | Buy |
62,834
+1,843
| +3% | +$44.6K | ﹤0.01% | 1422 |
|
|
2019
Q1 | $1.45M | Buy |
60,991
+4,371
| +8% | +$104K | ﹤0.01% | 1388 |
|
|
2018
Q4 | $1.11M | Buy |
56,620
+1,493
| +3% | +$29.2K | ﹤0.01% | 1441 |
|
|
2018
Q3 | $965K | Sell |
55,127
-1,781
| -3% | -$31.2K | ﹤0.01% | 1691 |
|
|
2018
Q2 | $1.26M | Buy |
56,908
+2,503
| +5% | +$55.2K | ﹤0.01% | 1463 |
|
|
2018
Q1 | $1.11M | Buy |
54,405
+89
| +0.2% | +$1.81K | ﹤0.01% | 1514 |
|
|
2017
Q4 | $1.2M | Buy |
54,316
+8,458
| +18% | +$187K | ﹤0.01% | 1388 |
|
|
2017
Q3 | $875K | Sell |
45,858
-34,073
| -43% | -$650K | ﹤0.01% | 1529 |
|
|
2017
Q2 | $1.59M | Sell |
79,931
-1,493
| -2% | -$29.7K | 0.01% | 1076 |
|
|
2017
Q1 | $1.72M | Sell |
81,424
-1,149
| -1% | -$24.3K | 0.01% | 924 |
|
|
2016
Q4 | $1.64M | Sell |
82,573
-88,266
| -52% | -$1.75M | 0.01% | 902 |
|
|
2016
Q3 | $4.03M | Sell |
170,839
-5,764
| -3% | -$136K | 0.04% | 460 |
|
|
2016
Q2 | $4.52M | Sell |
176,603
-133,280
| -43% | -$3.41M | 0.04% | 412 |
|
|
2016
Q1 | $5.02M | Buy |
309,883
+18,410
| +6% | +$298K | 0.01% | 714 |
|
|
2015
Q4 | $3.56M | Buy |
291,473
+196,252
| +206% | +$2.4M | 0.01% | 868 |
|
|
2015
Q3 | $1.29M | Buy |
95,221
+44,928
| +89% | +$609K | 0.01% | 1080 |
|
|
2015
Q2 | $882K | Sell |
50,293
-1,067
| -2% | -$18.7K | ﹤0.01% | 1470 |
|
|
2015
Q1 | $1.02M | Sell |
51,360
-105,629
| -67% | -$2.09M | 0.01% | 1339 |
|
|
2014
Q4 | $3.19M | Buy |
156,989
+114,939
| +273% | +$2.34M | 0.02% | 672 |
|
|
2014
Q3 | $846K | Sell |
42,050
-5,028
| -11% | -$101K | 0.01% | 1389 |
|
|
2014
Q2 | $1.24M | Sell |
47,078
-2,476
| -5% | -$65.1K | 0.01% | 1176 |
|
|
2014
Q1 | $1.13M | Buy |
49,554
+10,357
| +26% | +$235K | 0.01% | 1191 |
|
|
2013
Q4 | $791K | Sell |
39,197
-3,433
| -8% | -$69.3K | ﹤0.01% | 1414 |
|
|
2013
Q3 | $939K | Sell |
42,630
-3,280
| -7% | -$72.2K | 0.01% | 1219 |
|
|
2013
Q2 | $903K | Buy |
+45,910
| New | +$903K | 0.01% | 1190 |
|