Principal Financial Group’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 | $1.24M | Sell |
13,807
-11,437
| -45% | -$1.03M | ﹤0.01% | 1856 |
|
|
2025
Q1 | $1.96M | Buy |
25,244
+6,486
| +35% | +$503K | ﹤0.01% | 1774 |
|
|
2024
Q4 | $1.06M | Sell |
18,758
-1,003
| -5% | -$56.4K | ﹤0.01% | 1868 |
|
|
2024
Q3 | $1.21M | Buy |
19,761
+196
| +1% | +$12K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $1.03M | Sell |
19,565
-1,635
| -8% | -$85.7K | ﹤0.01% | 1857 |
|
|
2024
Q1 | $999K | Buy |
+21,200
| New | +$999K | ﹤0.01% | 1868 |
|
|
2022
Q3 | – | Sell |
-77,162
| Closed | -$2.77M | – | 2580 |
|
|
2022
Q2 | $2.77M | Sell |
77,162
-62,778
| -45% | -$2.26M | ﹤0.01% | 1731 |
|
|
2022
Q1 | $6.66M | Buy |
+139,940
| New | +$6.66M | ﹤0.01% | 1551 |
|