Newbridge Financial Services Group’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 | $150K | Buy |
1,672
+1,240
| +287% | +$111K | 0.02% | 325 |
|
|
2025
Q1 | $33.5K | Hold |
432
| – | – | 0.01% | 449 |
|
|
2024
Q4 | $24.3K | Buy |
+432
| New | +$24.3K | 0.01% | 559 |
|
|
2024
Q3 | – | Sell |
-757
| Closed | -$39.7K | – | 1127 |
|
|
2024
Q2 | $39.7K | Buy |
757
+109
| +17% | +$5.71K | 0.01% | 420 |
|
|
2024
Q1 | $30.5K | Sell |
648
-75
| -10% | -$3.53K | 0.01% | 516 |
|
|
2023
Q4 | $35.7K | Sell |
723
-455
| -39% | -$22.5K | 0.02% | 467 |
|
|
2023
Q3 | $47.8K | Buy |
1,178
+328
| +39% | +$13.3K | 0.02% | 422 |
|
|
2023
Q2 | $36.7K | Buy |
850
+6
| +0.7% | +$259 | 0.02% | 529 |
|
|
2023
Q1 | $40.7K | Hold |
844
| – | – | 0.02% | 514 |
|
|
2022
Q4 | $33K | Buy |
844
+3
| +0.4% | +$117 | 0.02% | 566 |
|
|
2022
Q3 | $27K | Buy |
841
+4
| +0.5% | +$128 | 0.02% | 614 |
|
|
2022
Q2 | $30K | Buy |
837
+5
| +0.6% | +$179 | 0.02% | 540 |
|
|
2022
Q1 | $40K | Hold |
832
| – | – | 0.02% | 539 |
|
|
2021
Q4 | $36K | Buy |
832
+3
| +0.4% | +$130 | 0.02% | 564 |
|
|
2021
Q3 | $31K | Buy |
829
+3
| +0.4% | +$112 | 0.02% | 548 |
|
|
2021
Q2 | $36K | Sell |
826
-432
| -34% | -$18.8K | 0.02% | 546 |
|
|
2021
Q1 | $48K | Hold |
1,258
| – | – | 0.04% | 410 |
|
|
2020
Q4 | $53K | Buy |
1,258
+3
| +0.2% | +$126 | 0.04% | 321 |
|
|
2020
Q3 | $62K | Buy |
+1,255
| New | +$62K | 0.06% | 278 |
|