MassMutual Private Wealth & Trust’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 | $101K | Sell |
1,123
-42
| -4% | -$3.77K | ﹤0.01% | 592 |
|
|
2025
Q1 | $90.4K | Sell |
1,165
-5
| -0.4% | -$388 | ﹤0.01% | 575 |
|
|
2024
Q4 | $65.8K | Buy |
1,170
+167
| +17% | +$9.39K | ﹤0.01% | 675 |
|
|
2024
Q3 | $61.3K | Sell |
1,003
-228
| -19% | -$13.9K | ﹤0.01% | 619 |
|
|
2024
Q2 | $64.5K | Buy |
1,231
+253
| +26% | +$13.3K | ﹤0.01% | 594 |
|
|
2024
Q1 | $46.1K | Sell |
978
-180
| -16% | -$8.48K | ﹤0.01% | 635 |
|
|
2023
Q4 | $57.1K | Buy |
1,158
+182
| +19% | +$8.98K | ﹤0.01% | 567 |
|
|
2023
Q3 | $39.6K | Buy |
976
+20
| +2% | +$811 | ﹤0.01% | 646 |
|
|
2023
Q2 | $41.3K | Sell |
956
-49
| -5% | -$2.12K | ﹤0.01% | 583 |
|
|
2023
Q1 | $48.4K | Buy |
1,005
+344
| +52% | +$16.6K | ﹤0.01% | 524 |
|
|
2022
Q4 | $26K | Buy |
661
+17
| +3% | +$669 | ﹤0.01% | 579 |
|
|
2022
Q3 | $21K | Buy |
644
+220
| +52% | +$7.17K | ﹤0.01% | 581 |
|
|
2022
Q2 | $15K | Buy |
424
+23
| +6% | +$814 | ﹤0.01% | 640 |
|
|
2022
Q1 | $19K | Hold |
401
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $17K | Hold |
401
| – | – | ﹤0.01% | 632 |
|
|
2021
Q3 | $15K | Hold |
401
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $18K | Hold |
401
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $15K | Buy |
401
+156
| +64% | +$5.84K | ﹤0.01% | 559 |
|
|
2020
Q4 | $10K | Hold |
245
| – | – | ﹤0.01% | 604 |
|
|
2020
Q3 | $12K | Buy |
245
+45
| +23% | +$2.2K | ﹤0.01% | 560 |
|
|
2020
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 570 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 691 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 698 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 657 |
|
|
2019
Q1 | $4.76K | Hold |
200
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $3.91K | Buy |
+200
| New | +$3.91K | ﹤0.01% | 711 |
|
|
2018
Q3 | – | Sell |
-661
| Closed | -$14.6K | – | 1120 |
|
|
2018
Q2 | $14.6K | Hold |
661
| – | – | ﹤0.01% | 546 |
|
|
2018
Q1 | $13.5K | Sell |
661
-150
| -18% | -$3.06K | ﹤0.01% | 556 |
|
|
2017
Q4 | $17.9K | Buy |
811
+150
| +23% | +$3.32K | ﹤0.01% | 545 |
|
|
2017
Q3 | $12.6K | Hold |
661
| – | – | ﹤0.01% | 723 |
|
|
2017
Q2 | $13.1K | Hold |
661
| – | – | ﹤0.01% | 684 |
|
|
2017
Q1 | $13.8K | Hold |
661
| – | – | ﹤0.01% | 648 |
|
|
2016
Q4 | $12.8K | Buy |
+661
| New | +$12.8K | ﹤0.01% | 463 |
|
|
2016
Q2 | $15.6K | Buy |
661
+124
| +23% | +$2.92K | ﹤0.01% | 469 |
|
|
2016
Q1 | $8.9K | Hold |
537
| – | – | ﹤0.01% | 551 |
|
|
2015
Q4 | $6.67K | Buy |
537
+178
| +50% | +$2.21K | ﹤0.01% | 534 |
|
|
2015
Q3 | $7.16K | Buy |
359
+67
| +23% | +$1.34K | ﹤0.01% | 573 |
|
|
2015
Q2 | $7.67K | Sell |
292
-245
| -46% | -$6.44K | ﹤0.01% | 526 |
|
|
2015
Q1 | $10.2K | Buy |
+537
| New | +$10.2K | ﹤0.01% | 501 |
|