Parallel Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
4,146
+76
| +2% | +$6.83K | 0.01% | 743 |
|
|
2025
Q1 | $316K | Buy |
4,070
+306
| +8% | +$23.8K | 0.01% | 757 |
|
|
2024
Q4 | $212K | Buy |
3,764
+184
| +5% | +$10.4K | ﹤0.01% | 905 |
|
|
2024
Q3 | $219K | Sell |
3,580
-112
| -3% | -$6.84K | 0.01% | 883 |
|
|
2024
Q2 | $194K | Buy |
3,692
+51
| +1% | +$2.67K | 0.01% | 879 |
|
|
2024
Q1 | $172K | Sell |
3,641
-116
| -3% | -$5.47K | ﹤0.01% | 920 |
|
|
2023
Q4 | $185K | Sell |
3,757
-41
| -1% | -$2.02K | 0.01% | 835 |
|
|
2023
Q3 | $154K | Buy |
3,798
+215
| +6% | +$8.72K | 0.01% | 891 |
|
|
2023
Q2 | $155K | Sell |
3,583
-881
| -20% | -$38.1K | 0.01% | 892 |
|
|
2023
Q1 | $215K | Buy |
4,464
+16
| +0.4% | +$771 | 0.01% | 733 |
|
|
2022
Q4 | $174K | Sell |
4,448
-832
| -16% | -$32.5K | 0.01% | 763 |
|
|
2022
Q3 | $171K | Buy |
5,280
+1,151
| +28% | +$37.3K | 0.01% | 742 |
|
|
2022
Q2 | $149K | Buy |
4,129
+854
| +26% | +$30.8K | 0.01% | 803 |
|
|
2022
Q1 | $158K | Buy |
3,275
+79
| +2% | +$3.81K | 0.01% | 818 |
|
|
2021
Q4 | $137K | Buy |
3,196
+149
| +5% | +$6.39K | 0.01% | 886 |
|
|
2021
Q3 | $115K | Buy |
3,047
+31
| +1% | +$1.17K | ﹤0.01% | 914 |
|
|
2021
Q2 | $133K | Sell |
3,016
-446
| -13% | -$19.7K | 0.01% | 834 |
|
|
2021
Q1 | $132K | Buy |
3,462
+248
| +8% | +$9.46K | 0.01% | 774 |
|
|
2020
Q4 | $134K | Buy |
3,214
+1,022
| +47% | +$42.6K | 0.01% | 706 |
|
|
2020
Q3 | $108K | Sell |
2,192
-59
| -3% | -$2.91K | 0.01% | 743 |
|
|
2020
Q2 | $99K | Sell |
2,251
-279
| -11% | -$12.3K | 0.01% | 767 |
|
|
2020
Q1 | $69K | Buy |
2,530
+328
| +15% | +$8.95K | 0.01% | 815 |
|
|
2019
Q4 | $66K | Sell |
2,202
-311
| -12% | -$9.32K | 0.01% | 944 |
|
|
2019
Q3 | $66K | Buy |
2,513
+2,247
| +845% | +$59K | 0.01% | 871 |
|
|
2019
Q2 | $6K | Sell |
266
-763
| -74% | -$17.2K | ﹤0.01% | 1777 |
|
|
2019
Q1 | $25K | Buy |
1,029
+613
| +147% | +$14.9K | ﹤0.01% | 1118 |
|
|
2018
Q4 | $8K | Buy |
416
+17
| +4% | +$327 | ﹤0.01% | 1428 |
|
|
2018
Q3 | $7K | Sell |
399
-301
| -43% | -$5.28K | ﹤0.01% | 1602 |
|
|
2018
Q2 | $15K | Hold |
700
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q1 | $14K | Sell |
700
-106
| -13% | -$2.12K | ﹤0.01% | 1154 |
|
|
2017
Q4 | $18K | Hold |
806
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q3 | $16K | Buy |
806
+28
| +4% | +$556 | ﹤0.01% | 1096 |
|
|
2017
Q2 | $16K | Hold |
778
| – | – | ﹤0.01% | 1110 |
|
|
2017
Q1 | $15K | Sell |
778
-480
| -38% | -$9.25K | ﹤0.01% | 1071 |
|
|
2016
Q4 | $24K | Buy |
+1,258
| New | +$24K | 0.01% | 812 |
|