Private Advisor 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 | $3.66M | Sell |
40,812
-38,212
| -48% | -$3.43M | 0.02% | 693 |
|
2025
Q1 | $6.13M | Buy |
79,024
+144
| +0.2% | +$11.2K | 0.04% | 467 |
|
2024
Q4 | $4.44M | Buy |
78,880
+2,258
| +3% | +$127K | 0.03% | 567 |
|
2024
Q3 | $4.68M | Sell |
76,622
-444
| -0.6% | -$27.1K | 0.03% | 556 |
|
2024
Q2 | $4.04M | Sell |
77,066
-12,255
| -14% | -$642K | 0.03% | 563 |
|
2024
Q1 | $4.21M | Sell |
89,321
-1,632
| -2% | -$76.9K | 0.03% | 513 |
|
2023
Q4 | $4.49M | Buy |
90,953
+6,697
| +8% | +$330K | 0.03% | 466 |
|
2023
Q3 | $3.42M | Sell |
84,256
-3,991
| -5% | -$162K | 0.03% | 516 |
|
2023
Q2 | $3.82M | Sell |
88,247
-276
| -0.3% | -$12K | 0.03% | 499 |
|
2023
Q1 | $4.26M | Sell |
88,523
-11,737
| -12% | -$565K | 0.04% | 430 |
|
2022
Q4 | $3.92K | Buy |
100,260
+14,551
| +17% | +$569 | ﹤0.01% | 1037 |
|
2022
Q3 | $2.77M | Buy |
85,709
+1,323
| +2% | +$42.8K | 0.03% | 519 |
|
2022
Q2 | $3.04M | Buy |
84,386
+9,342
| +12% | +$337K | 0.03% | 585 |
|
2022
Q1 | $3.57M | Sell |
75,044
-2,854
| -4% | -$136K | 0.03% | 570 |
|
2021
Q4 | $3.34M | Buy |
77,898
+23,530
| +43% | +$1.01M | 0.03% | 608 |
|
2021
Q3 | $2.04M | Sell |
54,368
-2,748
| -5% | -$103K | 0.01% | 873 |
|
2021
Q2 | $2.52M | Sell |
57,116
-2,459
| -4% | -$108K | 0.02% | 673 |
|
2021
Q1 | $2.28M | Sell |
59,575
-81
| -0.1% | -$3.1K | 0.02% | 659 |
|
2020
Q4 | $2.49M | Buy |
59,656
+4,095
| +7% | +$171K | 0.03% | 585 |
|
2020
Q3 | $2.73M | Buy |
55,561
+882
| +2% | +$43.3K | 0.04% | 455 |
|
2020
Q2 | $2.41M | Sell |
54,679
-407
| -0.7% | -$17.9K | 0.03% | 469 |
|
2020
Q1 | $1.52M | Buy |
55,086
+39,895
| +263% | +$1.1M | 0.03% | 518 |
|
2019
Q4 | $452K | Sell |
15,191
-2,153
| -12% | -$64.1K | 0.01% | 1100 |
|
2019
Q3 | $455K | Sell |
17,344
-9,455
| -35% | -$248K | 0.01% | 1097 |
|
2019
Q2 | $648K | Buy |
26,799
+1,217
| +5% | +$29.4K | 0.01% | 928 |
|
2019
Q1 | $609K | Buy |
+25,582
| New | +$609K | 0.01% | 893 |
|
2018
Q4 | – | Sell |
-28,206
| Closed | -$494K | – | 1591 |
|
2018
Q3 | $494K | Buy |
28,206
+9,687
| +52% | +$170K | 0.01% | 1002 |
|
2018
Q2 | $406K | Sell |
18,519
-907
| -5% | -$19.9K | 0.01% | 841 |
|
2018
Q1 | $396K | Buy |
19,426
+1,218
| +7% | +$24.8K | 0.02% | 765 |
|
2017
Q4 | $394K | Sell |
18,208
-17,359
| -49% | -$376K | 0.02% | 771 |
|
2017
Q3 | $712K | Sell |
35,567
-180
| -0.5% | -$3.6K | 0.02% | 719 |
|
2017
Q2 | $694K | Buy |
35,747
+627
| +2% | +$12.2K | 0.02% | 690 |
|
2017
Q1 | $745K | Buy |
35,120
+5,279
| +18% | +$112K | 0.02% | 642 |
|
2016
Q4 | $605K | Sell |
29,841
-4,456
| -13% | -$90.3K | 0.02% | 662 |
|
2016
Q3 | $813K | Buy |
34,297
+3,654
| +12% | +$86.6K | 0.03% | 491 |
|
2016
Q2 | $782K | Buy |
30,643
+9,612
| +46% | +$245K | 0.03% | 478 |
|
2016
Q1 | $361K | Buy |
21,031
+1,801
| +9% | +$30.9K | 0.02% | 691 |
|
2015
Q4 | $239K | Sell |
19,230
-2,575
| -12% | -$32K | 0.01% | 867 |
|
2015
Q3 | $262K | Sell |
21,805
-277
| -1% | -$3.33K | 0.01% | 786 |
|
2015
Q2 | $383K | Sell |
22,082
-5,091
| -19% | -$88.3K | 0.02% | 695 |
|
2015
Q1 | $517K | Sell |
27,173
-3,102
| -10% | -$59K | 0.03% | 548 |
|
2014
Q4 | $615K | Sell |
30,275
-1,430
| -5% | -$29K | 0.04% | 481 |
|
2014
Q3 | $632K | Buy |
31,705
+8,674
| +38% | +$173K | 0.04% | 444 |
|
2014
Q2 | $605K | Buy |
23,031
+759
| +3% | +$19.9K | 0.05% | 425 |
|
2014
Q1 | $506K | Buy |
22,272
+8,508
| +62% | +$193K | 0.05% | 410 |
|
2013
Q4 | $278K | Buy |
+13,764
| New | +$278K | 0.03% | 548 |
|