Proficio Capital Partners’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 | $773K | Hold |
8,613
| – | – | 0.05% | 182 |
|
|
2025
Q1 | $669K | Sell |
8,613
-27
| -0.3% | -$2.1K | 0.05% | 168 |
|
|
2024
Q4 | $486K | Buy |
8,640
+340
| +4% | +$19.1K | 0.04% | 195 |
|
|
2024
Q3 | $507K | Sell |
8,300
-406
| -5% | -$24.8K | 0.05% | 151 |
|
|
2024
Q2 | $456K | Buy |
8,706
+3,500
| +67% | +$183K | 0.05% | 175 |
|
|
2024
Q1 | $245K | Buy |
5,206
+93
| +2% | +$4.38K | 0.03% | 281 |
|
|
2023
Q4 | $252K | Hold |
5,113
| – | – | 0.03% | 255 |
|
|
2023
Q3 | $207K | Hold |
5,113
| – | – | 0.03% | 278 |
|
|
2023
Q2 | $221K | Hold |
5,113
| – | – | 0.03% | 266 |
|
|
2023
Q1 | $246K | Sell |
5,113
-70
| -1% | -$3.37K | 0.04% | 245 |
|
|
2022
Q4 | $203K | Buy |
+5,183
| New | +$203K | 0.04% | 268 |
|
|
2022
Q3 | – | Sell |
-6,340
| Closed | -$228K | – | 288 |
|
|
2022
Q2 | $228K | Hold |
6,340
| – | – | 0.04% | 242 |
|
|
2022
Q1 | $302K | Buy |
6,340
+7
| +0.1% | +$333 | 0.05% | 208 |
|
|
2021
Q4 | $272K | Sell |
6,333
-42
| -0.7% | -$1.8K | 0.04% | 233 |
|
|
2021
Q3 | $240K | Buy |
+6,375
| New | +$240K | 0.03% | 255 |
|
|
2019
Q3 | – | Sell |
-185
| Closed | -$4K | – | 1557 |
|
|
2019
Q2 | $4K | Buy |
185
+25
| +16% | +$541 | ﹤0.01% | 1326 |
|
|
2019
Q1 | $4K | Sell |
160
-30
| -16% | -$750 | ﹤0.01% | 1196 |
|
|
2018
Q4 | $4K | Sell |
190
-157
| -45% | -$3.31K | ﹤0.01% | 918 |
|
|
2018
Q3 | $6K | Sell |
347
-156
| -31% | -$2.7K | ﹤0.01% | 930 |
|
|
2018
Q2 | $11K | Buy |
503
+96
| +24% | +$2.1K | ﹤0.01% | 808 |
|
|
2018
Q1 | $8K | Hold |
407
| – | – | ﹤0.01% | 897 |
|
|
2017
Q4 | $9K | Sell |
407
-70
| -15% | -$1.55K | ﹤0.01% | 858 |
|
|
2017
Q3 | $9K | Hold |
477
| – | – | ﹤0.01% | 835 |
|
|
2017
Q2 | $10K | Sell |
477
-81
| -15% | -$1.7K | ﹤0.01% | 805 |
|
|
2017
Q1 | $12K | Buy |
558
+167
| +43% | +$3.59K | 0.01% | 774 |
|
|
2016
Q4 | $8K | Buy |
391
+49
| +14% | +$1K | ﹤0.01% | 663 |
|
|
2016
Q3 | $9K | Sell |
342
-25
| -7% | -$658 | 0.01% | 610 |
|
|
2016
Q2 | $10K | Buy |
367
+310
| +544% | +$8.45K | 0.01% | 565 |
|
|
2016
Q1 | $1K | Sell |
57
-93
| -62% | -$1.63K | ﹤0.01% | 963 |
|
|
2015
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 699 |
|