Plante Moran Financial Advisors’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 | $45.1K | Sell |
502
-152
| -23% | -$13.7K | ﹤0.01% | 354 |
|
|
2025
Q1 | $50.8K | Buy |
654
+152
| +30% | +$11.8K | ﹤0.01% | 330 |
|
|
2024
Q4 | $28.2K | Sell |
502
-54
| -10% | -$3.04K | ﹤0.01% | 433 |
|
|
2024
Q3 | $34K | Buy |
556
+54
| +11% | +$3.3K | ﹤0.01% | 440 |
|
|
2024
Q2 | $26.3K | Hold |
502
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $23.7K | Buy |
502
+352
| +235% | +$16.6K | ﹤0.01% | 480 |
|
|
2023
Q4 | $7.4K | Hold |
150
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $6.08K | Hold |
150
| – | – | ﹤0.01% | 581 |
|
|
2023
Q2 | $6.48K | Hold |
150
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $7.22K | Hold |
150
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $5.86K | Hold |
150
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $5K | Sell |
150
-225
| -60% | -$7.5K | ﹤0.01% | 710 |
|
|
2022
Q2 | $14K | Buy |
375
+225
| +150% | +$8.4K | ﹤0.01% | 546 |
|
|
2022
Q1 | $7K | Sell |
150
-50
| -25% | -$2.33K | ﹤0.01% | 643 |
|
|
2021
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 708 |
|
|
2021
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 732 |
|
|
2021
Q2 | $9K | Sell |
200
-500
| -71% | -$22.5K | ﹤0.01% | 701 |
|
|
2021
Q1 | $27K | Hold |
700
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $29K | Hold |
700
| – | – | 0.01% | 449 |
|
|
2020
Q3 | $34K | Buy |
700
+500
| +250% | +$24.3K | 0.01% | 388 |
|
|
2020
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 538 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 600 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 695 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 642 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 635 |
|
|
2018
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 665 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 663 |
|
|
2018
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 764 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 737 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 688 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 703 |
|
|
2017
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 740 |
|
|
2016
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 777 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 714 |
|
|
2016
Q2 | $5K | Sell |
200
-500
| -71% | -$12.5K | ﹤0.01% | 647 |
|
|
2016
Q1 | $12K | Hold |
700
| – | – | 0.01% | 464 |
|
|
2015
Q4 | $9K | Hold |
700
| – | – | 0.01% | 605 |
|
|
2015
Q3 | $8K | Hold |
700
| – | – | 0.01% | 518 |
|
|
2015
Q2 | $12K | Hold |
700
| – | – | 0.01% | 500 |
|
|
2015
Q1 | $13K | Hold |
700
| – | – | 0.01% | 481 |
|
|
2014
Q4 | $14K | Buy |
700
+500
| +250% | +$10K | 0.01% | 474 |
|
|
2014
Q3 | $4K | Sell |
200
-137
| -41% | -$2.74K | ﹤0.01% | 707 |
|
|
2014
Q2 | $9K | Buy |
337
+137
| +69% | +$3.66K | 0.01% | 570 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | 0.01% | 479 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 572 |
|
|
2013
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 486 |
|