NewEdge Wealth’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 | $6M | Sell |
60,157
-357
| -0.6% | -$35.6K | 0.09% | 171 |
|
|
2025
Q1 | $4.7M | Sell |
60,514
-63
| -0.1% | -$4.89K | 0.09% | 196 |
|
|
2024
Q4 | $3.41M | Sell |
60,577
-166
| -0.3% | -$9.34K | 0.06% | 251 |
|
|
2024
Q3 | $3.71M | Buy |
60,743
+1,166
| +2% | +$71.2K | 0.07% | 248 |
|
|
2024
Q2 | $3.12M | Buy |
59,577
+7,177
| +14% | +$376K | 0.07% | 242 |
|
|
2024
Q1 | $2.78M | Buy |
52,400
+33
| +0.1% | +$1.75K | 0.06% | 265 |
|
|
2023
Q4 | $2.58M | Buy |
52,367
+34
| +0.1% | +$1.68K | 0.07% | 256 |
|
|
2023
Q3 | $2.12M | Hold |
52,333
| – | – | 0.07% | 247 |
|
|
2023
Q2 | $2.26M | Sell |
52,333
-14,000
| -21% | -$605K | 0.08% | 231 |
|
|
2023
Q1 | $3.19M | Sell |
66,333
-7
| -0% | -$337 | 0.12% | 157 |
|
|
2022
Q4 | $2.59M | Sell |
66,340
-6,509
| -9% | -$254K | 0.11% | 174 |
|
|
2022
Q3 | $2.36M | Sell |
72,849
-140
| -0.2% | -$4.53K | 0.11% | 165 |
|
|
2022
Q2 | $2.63M | Buy |
72,989
+140
| +0.2% | +$5.05K | 0.12% | 156 |
|
|
2022
Q1 | $3.47M | Hold |
72,849
| – | – | 0.15% | 128 |
|
|
2021
Q4 | $3.13M | Buy |
+72,849
| New | +$3.13M | 0.13% | 131 |
|