Plancorp LLC’s Wheaton Precious Metals WPM Stock Holding History

Plancorp LLC’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.66M	Buy	40,714 +2,345	+6%	+$211K	0.13%	68
2025 Q1	$2.98M	Hold	38,369	–	–	0.12%	76
2024 Q4	$2.16M	Hold	38,369	–	–	0.09%	85
2024 Q3	$2.34M	Hold	38,369	–	–	0.1%	79
2024 Q2	$2.01M	Hold	38,369	–	–	0.09%	83
2024 Q1	$1.81M	Hold	38,369	–	–	0.08%	91
2023 Q4	$1.89M	Hold	38,369	–	–	0.09%	80
2023 Q3	$1.56M	Hold	38,369	–	–	0.08%	86
2023 Q2	$1.66M	Hold	38,369	–	–	0.09%	80
2023 Q1	$1.85M	Hold	38,369	–	–	0.1%	72
2022 Q4	$1.5M	Sell	38,369 -61	-0.2%	-$2.38K	0.09%	81
2022 Q3	$1.24M	Sell	38,430 -12	-0%	-$388	0.08%	83
2022 Q2	$1.39M	Hold	38,442	–	–	0.09%	78
2022 Q1	$1.83M	Buy	38,442 +6,968	+22%	+$332K	0.12%	68
2021 Q4	$1.35M	Hold	31,474	–	–	0.09%	83
2021 Q3	$1.18M	Hold	31,474	–	–	0.08%	82
2021 Q2	$1.39M	Buy	31,474 +5,717	+22%	+$252K	0.11%	69
2021 Q1	$984K	Hold	25,757	–	–	0.22%	81
2020 Q4	$1.08M	Buy	25,757 +3,010	+13%	+$126K	0.26%	69
2020 Q3	$1.12M	Buy	22,747 +5,207	+30%	+$255K	0.34%	56
2020 Q2	$773K	Hold	17,540	–	–	0.23%	73
2020 Q1	$483K	Hold	17,540	–	–	0.19%	89
2019 Q4	$522K	Hold	17,540	–	–	0.16%	103
2019 Q3	$460K	Sell	17,540 -17,540	-50%	-$460K	0.18%	99
2019 Q2	$842K	Buy	35,080 +17,540	+100%	+$421K	0.33%	60
2019 Q1	$418K	Hold	17,540	–	–	0.16%	108
2018 Q4	$343K	Hold	17,540	–	–	0.16%	109
2018 Q3	$307K	Hold	17,540	–	–	0.12%	126
2018 Q2	$387K	Buy	17,540 +540	+3%	+$11.9K	0.15%	107
2018 Q1	$346K	Sell	17,000 -5,731	-25%	-$117K	0.11%	112
2017 Q4	$502K	Buy	22,731 +100	+0.4%	+$2.21K	0.16%	95
2017 Q3	$433K	Sell	22,631 -746	-3%	-$14.3K	0.13%	97
2017 Q2	$464K	Hold	23,377	–	–	0.14%	98
2017 Q1	$487K	Hold	23,377	–	–	0.14%	99
2016 Q4	$451K	Hold	23,377	–	–	0.13%	100
2016 Q3	$632K	Buy	23,377 +6,377	+38%	+$172K	0.4%	50
2016 Q2	$400K	Hold	17,000	–	–	0.35%	39
2016 Q1	$282K	Hold	17,000	–	–	0.34%	36
2015 Q4	$211K	Hold	17,000	–	–	0.25%	75
2015 Q3	$204K	Hold	17,000	–	–	0.18%	93
2015 Q2	$295K	Hold	17,000	–	–	0.27%	54
2015 Q1	$323K	Hold	17,000	–	–	0.32%	68
2014 Q4	$346K	Sell	17,000 -9,377	-36%	-$191K	0.36%	44
2014 Q3	$527K	Buy	26,377 +9,377	+55%	+$187K	0.55%	41
2014 Q2	$447K	Sell	17,000 -9,377	-36%	-$247K	0.4%	42
2014 Q1	$599K	Hold	26,377	–	–	0.41%	50
2013 Q4	$532K	Buy	+26,377	New	+$532K	0.47%	43