Northwestern Mutual Wealth Management’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 | $7.75M | Buy |
86,295
+58,828
| +214% | +$5.28M | 0.01% | 561 |
|
|
2025
Q1 | $2.13M | Buy |
27,467
+5,797
| +27% | +$450K | ﹤0.01% | 897 |
|
|
2024
Q4 | $1.22M | Sell |
21,670
-43
| -0.2% | -$2.42K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $1.33M | Buy |
21,713
+506
| +2% | +$30.9K | ﹤0.01% | 967 |
|
|
2024
Q2 | $1.11M | Buy |
21,207
+1,158
| +6% | +$60.7K | ﹤0.01% | 986 |
|
|
2024
Q1 | $945K | Sell |
20,049
-6
| -0% | -$283 | ﹤0.01% | 1022 |
|
|
2023
Q4 | $990K | Sell |
20,055
-12,672
| -39% | -$625K | ﹤0.01% | 981 |
|
|
2023
Q3 | $1.33M | Buy |
32,727
+14,431
| +79% | +$585K | ﹤0.01% | 846 |
|
|
2023
Q2 | $791K | Buy |
18,296
+888
| +5% | +$38.4K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $838K | Sell |
17,408
-224
| -1% | -$10.8K | ﹤0.01% | 946 |
|
|
2022
Q4 | $689K | Sell |
17,632
-86
| -0.5% | -$3.36K | ﹤0.01% | 987 |
|
|
2022
Q3 | $573K | Sell |
17,718
-2,866
| -14% | -$92.7K | ﹤0.01% | 990 |
|
|
2022
Q2 | $742K | Sell |
20,584
-234
| -1% | -$8.44K | ﹤0.01% | 913 |
|
|
2022
Q1 | $990K | Sell |
20,818
-308
| -1% | -$14.6K | ﹤0.01% | 853 |
|
|
2021
Q4 | $907K | Buy |
21,126
+4,734
| +29% | +$203K | ﹤0.01% | 862 |
|
|
2021
Q3 | $616K | Buy |
16,392
+1,198
| +8% | +$45K | ﹤0.01% | 909 |
|
|
2021
Q2 | $670K | Buy |
15,194
+619
| +4% | +$27.3K | ﹤0.01% | 875 |
|
|
2021
Q1 | $557K | Buy |
14,575
+1,365
| +10% | +$52.2K | ﹤0.01% | 879 |
|
|
2020
Q4 | $552K | Sell |
13,210
-4,720
| -26% | -$197K | ﹤0.01% | 803 |
|
|
2020
Q3 | $880K | Buy |
17,930
+9,095
| +103% | +$446K | ﹤0.01% | 612 |
|
|
2020
Q2 | $389K | Buy |
8,835
+2,529
| +40% | +$111K | ﹤0.01% | 768 |
|
|
2020
Q1 | $174K | Buy |
6,306
+6,186
| +5,155% | +$171K | ﹤0.01% | 929 |
|
|
2019
Q4 | $4K | Buy |
120
+100
| +500% | +$3.33K | ﹤0.01% | 2133 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2406 |
|
|
2019
Q2 | $0 | Sell |
20
-200
| -91% | – | ﹤0.01% | 2729 |
|
|
2019
Q1 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 2149 |
|
|
2018
Q4 | – | Sell |
-537
| Closed | -$9K | – | 2679 |
|
|
2018
Q3 | $9K | Buy |
537
+16
| +3% | +$268 | ﹤0.01% | 1960 |
|
|
2018
Q2 | $11K | Buy |
+521
| New | +$11K | ﹤0.01% | 1818 |
|
|
2018
Q1 | – | Sell |
-468
| Closed | -$10K | – | 2444 |
|
|
2017
Q4 | $10K | Sell |
468
-1,000
| -68% | -$21.4K | ﹤0.01% | 1771 |
|
|
2017
Q3 | $28K | Buy |
1,468
+1,002
| +215% | +$19.1K | ﹤0.01% | 1356 |
|
|
2017
Q2 | $9K | Sell |
466
-1,393
| -75% | -$26.9K | ﹤0.01% | 1631 |
|
|
2017
Q1 | $39K | Buy |
1,859
+466
| +33% | +$9.78K | ﹤0.01% | 1103 |
|
|
2016
Q4 | $27K | Buy |
+1,393
| New | +$27K | ﹤0.01% | 1249 |
|
|
2015
Q3 | – | Sell |
-1,150
| Closed | -$20K | – | 1854 |
|
|
2015
Q2 | $20K | Buy |
+1,150
| New | +$20K | ﹤0.01% | 875 |
|
|
2015
Q1 | – | Sell |
-365
| Closed | -$7K | – | 1849 |
|
|
2014
Q4 | $7K | Buy |
365
+200
| +121% | +$3.84K | ﹤0.01% | 1206 |
|
|
2014
Q3 | $3K | Sell |
165
-1,210
| -88% | -$22K | ﹤0.01% | 1143 |
|
|
2014
Q2 | $36K | Sell |
1,375
-3,104
| -69% | -$81.3K | ﹤0.01% | 658 |
|
|
2014
Q1 | $102K | Buy |
4,479
+243
| +6% | +$5.53K | ﹤0.01% | 491 |
|
|
2013
Q4 | $86K | Sell |
4,236
-9
| -0.2% | -$183 | ﹤0.01% | 515 |
|
|
2013
Q3 | $105K | Buy |
4,245
+520
| +14% | +$12.9K | 0.01% | 452 |
|
|
2013
Q2 | $73K | Buy |
+3,725
| New | +$73K | ﹤0.01% | 490 |
|