Mercer Global Advisors’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 | $1.88M | Buy |
20,953
+15,282
| +269% | +$1.37M | ﹤0.01% | 883 |
|
2025
Q1 | $440K | Sell |
5,671
-2,906
| -34% | -$226K | ﹤0.01% | 1541 |
|
2024
Q4 | $482K | Buy |
8,577
+606
| +8% | +$34.1K | ﹤0.01% | 1469 |
|
2024
Q3 | $488K | Sell |
7,971
-773
| -9% | -$47.3K | ﹤0.01% | 1346 |
|
2024
Q2 | $458K | Buy |
8,744
+1
| +0% | +$52 | ﹤0.01% | 1350 |
|
2024
Q1 | $414K | Sell |
8,743
-149
| -2% | -$7.06K | ﹤0.01% | 1385 |
|
2023
Q4 | $439K | Sell |
8,892
-451
| -5% | -$22.3K | ﹤0.01% | 1396 |
|
2023
Q3 | $379K | Buy |
9,343
+1,043
| +13% | +$42.3K | ﹤0.01% | 1395 |
|
2023
Q2 | $359K | Buy |
8,300
+454
| +6% | +$19.6K | ﹤0.01% | 1402 |
|
2023
Q1 | $378K | Sell |
7,846
-480
| -6% | -$23.1K | ﹤0.01% | 1364 |
|
2022
Q4 | $325K | Sell |
8,326
-188
| -2% | -$7.34K | ﹤0.01% | 1461 |
|
2022
Q3 | $276K | Sell |
8,514
-562
| -6% | -$18.2K | ﹤0.01% | 1464 |
|
2022
Q2 | $327K | Sell |
9,076
-984
| -10% | -$35.5K | ﹤0.01% | 1382 |
|
2022
Q1 | $479K | Buy |
10,060
+596
| +6% | +$28.4K | ﹤0.01% | 1252 |
|
2021
Q4 | $406K | Sell |
9,464
-934
| -9% | -$40.1K | ﹤0.01% | 1320 |
|
2021
Q3 | $391K | Buy |
10,398
+1,119
| +12% | +$42.1K | ﹤0.01% | 1298 |
|
2021
Q2 | $409K | Sell |
9,279
-390
| -4% | -$17.2K | ﹤0.01% | 1238 |
|
2021
Q1 | $370K | Buy |
9,669
+2,984
| +45% | +$114K | ﹤0.01% | 1219 |
|
2020
Q4 | $279K | Buy |
6,685
+396
| +6% | +$16.5K | ﹤0.01% | 1092 |
|
2020
Q3 | $309K | Buy |
6,289
+1,388
| +28% | +$68.2K | ﹤0.01% | 950 |
|
2020
Q2 | $216K | Buy |
+4,901
| New | +$216K | ﹤0.01% | 977 |
|
2020
Q1 | – | Sell |
-11,238
| Closed | -$334K | – | 1265 |
|
2019
Q4 | $334K | Sell |
11,238
-3,041
| -21% | -$90.4K | 0.01% | 876 |
|
2019
Q3 | $374K | Buy |
14,279
+2,658
| +23% | +$69.6K | 0.01% | 810 |
|
2019
Q2 | $281K | Buy |
11,621
+595
| +5% | +$14.4K | 0.01% | 904 |
|
2019
Q1 | $263K | Buy |
+11,026
| New | +$263K | 0.01% | 869 |
|