Parsons Capital 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 | $4.81M | Buy |
53,509
+1,583
| +3% | +$142K | 0.3% | 76 |
|
|
2025
Q1 | $4.03M | Sell |
51,926
-3,600
| -6% | -$279K | 0.22% | 93 |
|
|
2024
Q4 | $3.12M | Sell |
55,526
-500
| -0.9% | -$28.1K | 0.17% | 117 |
|
|
2024
Q3 | $3.42M | Sell |
56,026
-300
| -0.5% | -$18.3K | 0.22% | 103 |
|
|
2024
Q2 | $2.95M | Buy |
56,326
+75
| +0.1% | +$3.93K | 0.2% | 112 |
|
|
2024
Q1 | $2.65M | Sell |
56,251
-1,110
| -2% | -$52.3K | 0.18% | 127 |
|
|
2023
Q4 | $2.83M | Hold |
57,361
| – | – | 0.2% | 107 |
|
|
2023
Q3 | $2.33M | Buy |
57,361
+250
| +0.4% | +$10.1K | 0.18% | 114 |
|
|
2023
Q2 | $2.47M | Hold |
57,111
| – | – | 0.19% | 115 |
|
|
2023
Q1 | $2.75M | Buy |
57,111
+670
| +1% | +$32.3K | 0.22% | 106 |
|
|
2022
Q4 | $2.21M | Buy |
56,441
+1,300
| +2% | +$50.8K | 0.18% | 116 |
|
|
2022
Q3 | $1.78M | Hold |
55,141
| – | – | 0.16% | 131 |
|
|
2022
Q2 | $1.99M | Buy |
55,141
+100
| +0.2% | +$3.6K | 0.18% | 123 |
|
|
2022
Q1 | $2.62M | Buy |
55,041
+2,500
| +5% | +$119K | 0.2% | 108 |
|
|
2021
Q4 | $2.26M | Hold |
52,541
| – | – | 0.16% | 132 |
|
|
2021
Q3 | $1.97M | Sell |
52,541
-30
| -0.1% | -$1.13K | 0.15% | 139 |
|
|
2021
Q2 | $2.32M | Buy |
52,571
+3,500
| +7% | +$154K | 0.18% | 122 |
|
|
2021
Q1 | $1.88M | Hold |
49,071
| – | – | 0.15% | 147 |
|
|
2020
Q4 | $2.05M | Hold |
49,071
| – | – | 0.18% | 123 |
|
|
2020
Q3 | $2.41M | Buy |
49,071
+10
| +0% | +$491 | 0.23% | 89 |
|
|
2020
Q2 | $2.16M | Buy |
49,061
+230
| +0.5% | +$10.1K | 0.23% | 95 |
|
|
2020
Q1 | $1.34M | Buy |
+48,831
| New | +$1.34M | 0.17% | 126 |
|
|
2019
Q4 | – | Sell |
-50,896
| Closed | -$1.34M | – | 357 |
|
|
2019
Q3 | $1.34M | Buy |
50,896
+12,485
| +33% | +$328K | 0.14% | 146 |
|
|
2019
Q2 | $929K | Hold |
38,411
| – | – | 0.1% | 183 |
|
|
2019
Q1 | $915K | Buy |
38,411
+2,190
| +6% | +$52.2K | 0.1% | 184 |
|
|
2018
Q4 | $707K | Hold |
36,221
| – | – | 0.09% | 198 |
|
|
2018
Q3 | $634K | Sell |
36,221
-3,000
| -8% | -$52.5K | 0.07% | 229 |
|
|
2018
Q2 | $865K | Buy |
39,221
+2,966
| +8% | +$65.4K | 0.1% | 191 |
|
|
2018
Q1 | $739K | Sell |
36,255
-1,320
| -4% | -$26.9K | 0.09% | 211 |
|
|
2017
Q4 | $832K | Hold |
37,575
| – | – | 0.09% | 197 |
|
|
2017
Q3 | $717K | Hold |
37,575
| – | – | 0.08% | 212 |
|
|
2017
Q2 | $747K | Hold |
37,575
| – | – | 0.09% | 206 |
|
|
2017
Q1 | $783K | Buy |
37,575
+1,000
| +3% | +$20.8K | 0.1% | 189 |
|
|
2016
Q4 | $707K | Sell |
36,575
-2,100
| -5% | -$40.6K | 0.09% | 196 |
|
|
2016
Q3 | $1.05M | Sell |
38,675
-4,000
| -9% | -$108K | 0.14% | 157 |
|
|
2016
Q2 | $1M | Buy |
42,675
+3,000
| +8% | +$70.6K | 0.14% | 161 |
|
|
2016
Q1 | $658K | Hold |
39,675
| – | – | 0.09% | 194 |
|
|
2015
Q4 | $493K | Sell |
39,675
-1,750
| -4% | -$21.7K | 0.07% | 220 |
|
|
2015
Q3 | $498K | Sell |
41,425
-1,000
| -2% | -$12K | 0.07% | 221 |
|
|
2015
Q2 | $736K | Buy |
42,425
+1,000
| +2% | +$17.3K | 0.1% | 198 |
|
|
2015
Q1 | $788K | Sell |
41,425
-3,000
| -7% | -$57.1K | 0.11% | 172 |
|
|
2014
Q4 | $903K | Sell |
44,425
-1,500
| -3% | -$30.5K | 0.12% | 170 |
|
|
2014
Q3 | $915K | Hold |
45,925
| – | – | 0.13% | 168 |
|
|
2014
Q2 | $1.21M | Buy |
45,925
+3,000
| +7% | +$78.8K | 0.17% | 147 |
|
|
2014
Q1 | $974K | Sell |
42,925
-300
| -0.7% | -$6.81K | 0.14% | 161 |
|
|
2013
Q4 | $873K | Hold |
43,225
| – | – | 0.13% | 165 |
|
|
2013
Q3 | $1.07M | Sell |
43,225
-3,250
| -7% | -$80.5K | 0.18% | 142 |
|
|
2013
Q2 | $914K | Buy |
+46,475
| New | +$914K | 0.16% | 153 |
|