NewEdge 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 | $996K | Buy |
11,095
+4,211
| +61% | +$378K | 0.01% | 1298 |
|
|
2025
Q1 | $534K | Sell |
6,884
-22,032
| -76% | -$1.71M | ﹤0.01% | 1546 |
|
|
2024
Q4 | $1.63M | Sell |
28,916
-931
| -3% | -$52.4K | 0.01% | 925 |
|
|
2024
Q3 | $1.82M | Buy |
29,847
+449
| +2% | +$27.4K | 0.01% | 831 |
|
|
2024
Q2 | $1.54M | Buy |
29,398
+23,306
| +383% | +$1.22M | 0.01% | 869 |
|
|
2024
Q1 | $287K | Sell |
6,092
-5,654
| -48% | -$266K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $563K | Buy |
11,746
+8,162
| +228% | +$391K | 0.01% | 1224 |
|
|
2023
Q3 | $145K | Sell |
3,584
-6,398
| -64% | -$259K | ﹤0.01% | 1723 |
|
|
2023
Q2 | $431K | Sell |
9,982
-6,347
| -39% | -$274K | ﹤0.01% | 1261 |
|
|
2023
Q1 | $786K | Buy |
16,329
+4,896
| +43% | +$236K | 0.01% | 895 |
|
|
2022
Q4 | $68.5K | Buy |
11,433
+1,724
| +18% | +$10.3K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $314K | Buy |
9,709
+2,077
| +27% | +$67.2K | 0.01% | 1182 |
|
|
2022
Q2 | $275K | Buy |
+7,632
| New | +$275K | ﹤0.01% | 1251 |
|
|
2022
Q1 | – | Sell |
-6,931
| Closed | -$298K | – | 1657 |
|
|
2021
Q4 | $298K | Buy |
6,931
+161
| +2% | +$6.92K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $254K | Buy |
6,770
+330
| +5% | +$12.4K | 0.01% | 959 |
|
|
2021
Q2 | $284K | Buy |
6,440
+1,195
| +23% | +$52.7K | 0.01% | 929 |
|
|
2021
Q1 | $200K | Buy |
+5,245
| New | +$200K | 0.01% | 946 |
|
|
2019
Q4 | – | Sell |
-35,948
| Closed | -$950K | – | 874 |
|
|
2019
Q3 | $950K | Buy |
+35,948
| New | +$950K | 0.04% | 349 |
|
|
2019
Q2 | – | Sell |
-26,388
| Closed | -$629K | – | 708 |
|
|
2019
Q1 | $629K | Buy |
+26,388
| New | +$629K | 0.04% | 350 |
|
|
2017
Q3 | – | Sell |
-832
| Closed | -$16.2K | – | 1130 |
|
|
2017
Q2 | $16.2K | Buy |
+832
| New | +$16.2K | ﹤0.01% | 803 |
|