Pekin Hardy Strauss’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 | $990K | Sell |
11,019
-2,967
| -21% | -$266K | 0.11% | 170 |
|
2025
Q1 | $1.09M | Sell |
13,986
-511
| -4% | -$39.7K | 0.13% | 152 |
|
2024
Q4 | $815K | Buy |
14,497
+1
| +0% | +$56 | 0.1% | 183 |
|
2024
Q3 | $885K | Buy |
14,496
+901
| +7% | +$55K | 0.11% | 163 |
|
2024
Q2 | $713K | Sell |
13,595
-497
| -4% | -$26.1K | 0.1% | 177 |
|
2024
Q1 | $664K | Buy |
14,092
+100
| +0.7% | +$4.71K | 0.09% | 187 |
|
2023
Q4 | $690K | Sell |
13,992
-699
| -5% | -$34.5K | 0.1% | 166 |
|
2023
Q3 | $596K | Buy |
14,691
+302
| +2% | +$12.2K | 0.09% | 177 |
|
2023
Q2 | $622K | Sell |
14,389
-198
| -1% | -$8.56K | 0.07% | 174 |
|
2023
Q1 | $702K | Sell |
14,587
-700
| -5% | -$33.7K | 0.09% | 174 |
|
2022
Q4 | $597K | Buy |
15,287
+1,152
| +8% | +$45K | 0.08% | 179 |
|
2022
Q3 | $457K | Hold |
14,135
| – | – | 0.07% | 190 |
|
2022
Q2 | $509K | Buy |
14,135
+2,000
| +16% | +$72K | 0.07% | 198 |
|
2022
Q1 | $577K | Buy |
+12,135
| New | +$577K | 0.07% | 209 |
|