Prospera Financial Services’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 | $6.62M | Sell |
73,711
-16,548
| -18% | -$1.49M | 0.12% | 183 |
|
|
2025
Q1 | $7.01M | Sell |
90,259
-9,623
| -10% | -$747K | 0.16% | 142 |
|
|
2024
Q4 | $5.62M | Buy |
99,882
+12,631
| +14% | +$710K | 0.13% | 176 |
|
|
2024
Q3 | $5.33M | Buy |
87,251
+675
| +0.8% | +$41.2K | 0.14% | 168 |
|
|
2024
Q2 | $4.54M | Buy |
86,576
+18,785
| +28% | +$985K | 0.13% | 179 |
|
|
2024
Q1 | $3.19M | Buy |
67,791
+29,876
| +79% | +$1.41M | 0.1% | 237 |
|
|
2023
Q4 | $1.87M | Buy |
37,915
+20,078
| +113% | +$991K | 0.06% | 321 |
|
|
2023
Q3 | $723K | Buy |
17,837
+7
| +0% | +$284 | 0.03% | 513 |
|
|
2023
Q2 | $771K | Buy |
17,830
+2,411
| +16% | +$104K | 0.03% | 488 |
|
|
2023
Q1 | $743K | Buy |
15,419
+299
| +2% | +$14.4K | 0.03% | 502 |
|
|
2022
Q4 | $591K | Buy |
+15,120
| New | +$591K | 0.03% | 489 |
|
|
2022
Q3 | – | Sell |
-1,785
| Closed | -$64K | – | 1591 |
|
|
2022
Q2 | $64K | Sell |
1,785
-343
| -16% | -$12.3K | ﹤0.01% | 984 |
|
|
2022
Q1 | $101K | Buy |
+2,128
| New | +$101K | ﹤0.01% | 1112 |
|
|
2020
Q4 | – | Sell |
-302
| Closed | -$15K | – | 1587 |
|
|
2020
Q3 | $15K | Buy |
+302
| New | +$15K | 0.01% | 992 |
|
|
2016
Q4 | – | Sell |
-9,002
| Closed | -$243K | – | 422 |
|
|
2016
Q3 | $243K | Buy |
9,002
+402
| +5% | +$10.9K | 0.05% | 309 |
|
|
2016
Q2 | $202K | Buy |
+8,600
| New | +$202K | 0.04% | 322 |
|
|
2014
Q1 | – | Sell |
-15,450
| Closed | -$312K | – | 300 |
|
|
2013
Q4 | $312K | Sell |
15,450
-11,583
| -43% | -$234K | 0.1% | 155 |
|
|
2013
Q3 | $651K | Buy |
+27,033
| New | +$651K | 0.25% | 85 |
|