Morgan Stanley’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 | $222M | Sell |
2,470,608
-196,710
| -7% | -$17.7M | 0.01% | 826 |
|
2025
Q1 | $207M | Sell |
2,667,318
-185,856
| -7% | -$14.4M | 0.01% | 824 |
|
2024
Q4 | $160M | Buy |
2,853,174
+68,446
| +2% | +$3.85M | 0.01% | 950 |
|
2024
Q3 | $170M | Sell |
2,784,728
-200,728
| -7% | -$12.3M | 0.01% | 915 |
|
2024
Q2 | $156M | Buy |
2,985,456
+732,510
| +33% | +$38.4M | 0.01% | 909 |
|
2024
Q1 | $106M | Sell |
2,252,946
-1,749,242
| -44% | -$82.4M | 0.01% | 1148 |
|
2023
Q4 | $197M | Buy |
4,002,188
+1,840,120
| +85% | +$90.8M | 0.01% | 1155 |
|
2023
Q3 | $87.7M | Buy |
2,162,068
+3,590
| +0.2% | +$146K | 0.01% | 1145 |
|
2023
Q2 | $93.3M | Buy |
2,158,478
+429,848
| +25% | +$18.6M | 0.01% | 1139 |
|
2023
Q1 | $83.3M | Sell |
1,728,630
-133,666
| -7% | -$6.44M | 0.01% | 1168 |
|
2022
Q4 | $72.8M | Sell |
1,862,296
-953,100
| -34% | -$37.2M | 0.01% | 1227 |
|
2022
Q3 | $91.1M | Buy |
2,815,396
+330,561
| +13% | +$10.7M | 0.01% | 943 |
|
2022
Q2 | $89.5M | Buy |
2,484,835
+512,836
| +26% | +$18.5M | 0.01% | 988 |
|
2022
Q1 | $93.8M | Buy |
1,971,999
+238,520
| +14% | +$11.3M | 0.01% | 904 |
|
2021
Q4 | $74.4M | Sell |
1,733,479
-475,964
| -22% | -$20.4M | 0.01% | 1079 |
|
2021
Q3 | $83M | Buy |
2,209,443
+453,413
| +26% | +$17M | 0.01% | 944 |
|
2021
Q2 | $77.4M | Sell |
1,756,030
-576,042
| -25% | -$25.4M | 0.01% | 1009 |
|
2021
Q1 | $89.1M | Sell |
2,332,072
-53,165
| -2% | -$2.03M | 0.01% | 819 |
|
2020
Q4 | $99.6M | Buy |
2,385,237
+1,003,447
| +73% | +$41.9M | 0.02% | 728 |
|
2020
Q3 | $67.8M | Buy |
1,381,790
+374,792
| +37% | +$18.4M | 0.01% | 763 |
|
2020
Q2 | $44.4M | Buy |
1,006,998
+182,821
| +22% | +$8.05M | 0.01% | 893 |
|
2020
Q1 | $22.7M | Sell |
824,177
-1,510,891
| -65% | -$41.6M | 0.01% | 1194 |
|
2019
Q4 | $69.5M | Buy |
2,335,068
+448,569
| +24% | +$13.3M | 0.02% | 766 |
|
2019
Q3 | $49.5M | Buy |
1,886,499
+338,961
| +22% | +$8.89M | 0.01% | 860 |
|
2019
Q2 | $37.4M | Sell |
1,547,538
-104,303
| -6% | -$2.52M | 0.01% | 1025 |
|
2019
Q1 | $39.3M | Buy |
1,651,841
+577,543
| +54% | +$13.8M | 0.01% | 982 |
|
2018
Q4 | $21M | Sell |
1,074,298
-697,010
| -39% | -$13.6M | 0.01% | 1419 |
|
2018
Q3 | $31M | Buy |
1,771,308
+106,661
| +6% | +$1.87M | 0.01% | 1293 |
|
2018
Q2 | $36.7M | Sell |
1,664,647
-738,976
| -31% | -$16.3M | 0.01% | 1098 |
|
2018
Q1 | $49M | Buy |
2,403,623
+299,803
| +14% | +$6.11M | 0.01% | 937 |
|
2017
Q4 | $46.6M | Buy |
2,103,820
+44,152
| +2% | +$977K | 0.01% | 1001 |
|
2017
Q3 | $39.3M | Buy |
2,059,668
+578,831
| +39% | +$11.1M | 0.01% | 1058 |
|
2017
Q2 | $29.5M | Buy |
1,480,837
+81,371
| +6% | +$1.62M | 0.01% | 1228 |
|
2017
Q1 | $29.2M | Buy |
1,399,466
+273,613
| +24% | +$5.7M | 0.01% | 1261 |
|
2016
Q4 | $21.8M | Sell |
1,125,853
-147,952
| -12% | -$2.86M | 0.01% | 1449 |
|
2016
Q3 | $34.4M | Sell |
1,273,805
-329,836
| -21% | -$8.92M | 0.01% | 1073 |
|
2016
Q2 | $37.7M | Buy |
1,603,641
+439,392
| +38% | +$10.3M | 0.01% | 962 |
|
2016
Q1 | $19.3M | Sell |
1,164,249
-868,612
| -43% | -$14.4M | 0.01% | 1329 |
|
2015
Q4 | $25.2M | Buy |
2,032,861
+182,197
| +10% | +$2.26M | 0.01% | 1236 |
|
2015
Q3 | $22.2M | Buy |
1,850,664
+699,011
| +61% | +$8.39M | 0.01% | 1293 |
|
2015
Q2 | $20M | Buy |
1,151,653
+283,014
| +33% | +$4.91M | 0.01% | 1504 |
|
2015
Q1 | $16.5M | Sell |
868,639
-190,875
| -18% | -$3.63M | 0.01% | 1610 |
|
2014
Q4 | $21.5M | Sell |
1,059,514
-896,792
| -46% | -$18.2M | 0.01% | 1432 |
|
2014
Q3 | $39M | Buy |
1,956,306
+501,692
| +34% | +$10M | 0.02% | 957 |
|
2014
Q2 | $38.2M | Sell |
1,454,614
-349,569
| -19% | -$9.18M | 0.02% | 954 |
|
2014
Q1 | $41M | Sell |
1,804,183
-554,848
| -24% | -$12.6M | 0.02% | 863 |
|
2013
Q4 | $47.6M | Buy |
2,359,031
+381,950
| +19% | +$7.71M | 0.02% | 762 |
|
2013
Q3 | $49M | Sell |
1,977,081
-451,647
| -19% | -$11.2M | 0.02% | 699 |
|
2013
Q2 | $47.8M | Buy |
+2,428,728
| New | +$47.8M | 0.02% | 669 |
|