Pinnacle Associates’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 | $281K | Sell |
3,133
-370
| -11% | -$33.2K | ﹤0.01% | 752 |
|
|
2025
Q1 | $272K | Sell |
3,503
-400
| -10% | -$31.1K | ﹤0.01% | 733 |
|
|
2024
Q4 | $220K | Sell |
3,903
-297
| -7% | -$16.7K | ﹤0.01% | 791 |
|
|
2024
Q3 | $207K | Buy |
4,200
+300
| +8% | +$14.8K | ﹤0.01% | 762 |
|
|
2024
Q2 | $204K | Buy |
+3,900
| New | +$204K | ﹤0.01% | 773 |
|
|
2024
Q1 | – | Sell |
-4,200
| Closed | -$207K | – | 849 |
|
|
2023
Q4 | $207K | Buy |
+4,200
| New | +$207K | ﹤0.01% | 774 |
|
|
2023
Q2 | – | Sell |
-5,100
| Closed | -$246K | – | 843 |
|
|
2023
Q1 | $246K | Buy |
+5,100
| New | +$246K | 0.01% | 673 |
|
|
2022
Q2 | – | Sell |
-5,460
| Closed | -$260K | – | 797 |
|
|
2022
Q1 | $260K | Buy |
+5,460
| New | +$260K | ﹤0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-10,150
| Closed | -$178K | – | 720 |
|
|
2018
Q3 | $178K | Sell |
10,150
-20,361
| -67% | -$357K | ﹤0.01% | 682 |
|
|
2018
Q2 | $673K | Hold |
30,511
| – | – | 0.01% | 472 |
|
|
2018
Q1 | $622K | Sell |
30,511
-1,000
| -3% | -$20.4K | 0.01% | 483 |
|
|
2017
Q4 | $697K | Sell |
31,511
-200
| -0.6% | -$4.42K | 0.01% | 455 |
|
|
2017
Q3 | $605K | Sell |
31,711
-65,718
| -67% | -$1.25M | 0.01% | 478 |
|
|
2017
Q2 | $1.94M | Buy |
97,429
+5,800
| +6% | +$115K | 0.04% | 309 |
|
|
2017
Q1 | $1.91M | Buy |
91,629
+1,483
| +2% | +$30.9K | 0.04% | 321 |
|
|
2016
Q4 | $1.74M | Buy |
+90,146
| New | +$1.74M | 0.04% | 322 |
|
|
2015
Q1 | – | Sell |
-29,744
| Closed | -$605K | – | 656 |
|
|
2014
Q4 | $605K | Sell |
29,744
-84,300
| -74% | -$1.71M | 0.01% | 434 |
|
|
2014
Q3 | $2.27M | Sell |
114,044
-6,800
| -6% | -$136K | 0.05% | 271 |
|
|
2014
Q2 | $3.18M | Buy |
120,844
+3,400
| +3% | +$89.3K | 0.06% | 234 |
|
|
2014
Q1 | $2.67M | Buy |
117,444
+67,115
| +133% | +$1.52M | 0.05% | 247 |
|
|
2013
Q4 | $1.02M | Buy |
50,329
+13,408
| +36% | +$271K | 0.02% | 354 |
|
|
2013
Q3 | $915K | Buy |
+36,921
| New | +$915K | 0.02% | 356 |
|