Massachusetts Financial 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 | $623M | Sell |
6,933,363
-114,408
| -2% | -$10.3M | 0.2% | 130 |
|
2025
Q1 | $547M | Sell |
7,047,771
-70,949
| -1% | -$5.51M | 0.18% | 141 |
|
2024
Q4 | $400M | Sell |
7,118,720
-112,671
| -2% | -$6.34M | 0.13% | 185 |
|
2024
Q3 | $442M | Sell |
7,231,391
-314,981
| -4% | -$19.2M | 0.13% | 169 |
|
2024
Q2 | $396M | Sell |
7,546,372
-37,736
| -0.5% | -$1.98M | 0.12% | 170 |
|
2024
Q1 | $357M | Sell |
7,584,108
-57,100
| -0.7% | -$2.69M | 0.11% | 186 |
|
2023
Q4 | $377M | Buy |
7,641,208
+55,942
| +0.7% | +$2.76M | 0.12% | 173 |
|
2023
Q3 | $308M | Buy |
7,585,266
+713,381
| +10% | +$28.9M | 0.11% | 183 |
|
2023
Q2 | $297M | Sell |
6,871,885
-107,413
| -2% | -$4.64M | 0.1% | 198 |
|
2023
Q1 | $336M | Sell |
6,979,298
-11,390
| -0.2% | -$549K | 0.12% | 180 |
|
2022
Q4 | $273M | Buy |
6,990,688
+224,296
| +3% | +$8.77M | 0.1% | 204 |
|
2022
Q3 | $219M | Buy |
6,766,392
+453,622
| +7% | +$14.7M | 0.08% | 219 |
|
2022
Q2 | $227M | Sell |
6,312,770
-42,408
| -0.7% | -$1.53M | 0.08% | 226 |
|
2022
Q1 | $302M | Buy |
6,355,178
+49,793
| +0.8% | +$2.37M | 0.09% | 202 |
|
2021
Q4 | $271M | Buy |
6,305,385
+48,747
| +0.8% | +$2.09M | 0.07% | 232 |
|
2021
Q3 | $235M | Sell |
6,256,638
-79,295
| -1% | -$2.98M | 0.07% | 239 |
|
2021
Q2 | $279M | Buy |
6,335,933
+55,827
| +0.9% | +$2.46M | 0.08% | 208 |
|
2021
Q1 | $240M | Buy |
6,280,106
+3,147,537
| +100% | +$120M | 0.07% | 222 |
|
2020
Q4 | $131M | Buy |
3,132,569
+3,127,287
| +59,206% | +$131M | 0.04% | 315 |
|
2020
Q3 | $259K | Buy |
+5,282
| New | +$259K | ﹤0.01% | 852 |
|
2020
Q2 | – | Sell |
-551,588
| Closed | -$15.2M | – | 848 |
|
2020
Q1 | $15.2M | Buy |
+551,588
| New | +$15.2M | 0.01% | 554 |
|