Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.71M | Buy |
77,051
+14,940
| +24% | +$913K | 0.01% | 1251 |
|
|
2024
Q2 | $3.26M | Sell |
62,111
-2,811
| -4% | -$147K | ﹤0.01% | 1391 |
|
|
2024
Q1 | $3.06M | Sell |
64,922
-5,303
| -8% | -$250K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $3.46M | Buy |
70,225
+1,213
| +2% | +$59.9K | 0.01% | 1291 |
|
|
2023
Q3 | $2.8M | Sell |
69,012
-4,051
| -6% | -$164K | 0.01% | 1314 |
|
|
2023
Q2 | $3.16M | Sell |
73,063
-15,206
| -17% | -$657K | 0.01% | 1264 |
|
|
2023
Q1 | $4.25M | Sell |
88,269
-195
| -0.2% | -$9.39K | 0.01% | 1076 |
|
|
2022
Q4 | $3.46M | Sell |
88,464
-12,596
| -12% | -$492K | 0.01% | 1154 |
|
|
2022
Q3 | $3.27M | Sell |
101,060
-1,102
| -1% | -$35.7K | 0.01% | 1149 |
|
|
2022
Q2 | $3.68M | Sell |
102,162
-32,702
| -24% | -$1.18M | 0.01% | 1082 |
|
|
2022
Q1 | $6.42M | Buy |
134,864
+31,463
| +30% | +$1.5M | 0.01% | 878 |
|
|
2021
Q4 | $4.44M | Buy |
103,401
+19,515
| +23% | +$839K | 0.01% | 1069 |
|
|
2021
Q3 | $3.15M | Buy |
83,886
+15,037
| +22% | +$565K | 0.01% | 1224 |
|
|
2021
Q2 | $3.03M | Buy |
68,849
+6,324
| +10% | +$279K | 0.01% | 1240 |
|
|
2021
Q1 | $2.39M | Buy |
62,525
+6,935
| +12% | +$265K | 0.01% | 1286 |
|
|
2020
Q4 | $2.32M | Buy |
55,590
+6,451
| +13% | +$269K | 0.01% | 1212 |
|
|
2020
Q3 | $2.41M | Buy |
49,139
+13,161
| +37% | +$645K | 0.01% | 1073 |
|
|
2020
Q2 | $1.58M | Buy |
35,978
+9,835
| +38% | +$433K | 0.01% | 1218 |
|
|
2020
Q1 | $720K | Sell |
26,143
-17,047
| -39% | -$469K | ﹤0.01% | 1360 |
|
|
2019
Q4 | $1.28M | Buy |
43,190
+12,537
| +41% | +$372K | ﹤0.01% | 1407 |
|
|
2019
Q3 | $804K | Sell |
30,653
-19,838
| -39% | -$520K | ﹤0.01% | 1603 |
|
|
2019
Q2 | $1.22M | Sell |
50,491
-21,937
| -30% | -$529K | ﹤0.01% | 1391 |
|
|
2019
Q1 | $1.73M | Sell |
72,428
-8,171
| -10% | -$195K | 0.01% | 1152 |
|
|
2018
Q4 | $1.57M | Sell |
80,599
-2,037
| -2% | -$39.8K | 0.01% | 1027 |
|
|
2018
Q3 | $1.45M | Sell |
82,636
-36,798
| -31% | -$644K | 0.01% | 1244 |
|
|
2018
Q2 | $2.64M | Sell |
119,434
-6,719
| -5% | -$148K | 0.01% | 880 |
|
|
2018
Q1 | $2.57M | Sell |
126,153
-30,061
| -19% | -$612K | 0.01% | 822 |
|
|
2017
Q4 | $3.46M | Sell |
156,214
-14,740
| -9% | -$326K | 0.02% | 682 |
|
|
2017
Q3 | $3.26M | Buy |
170,954
+5,209
| +3% | +$99.5K | 0.02% | 702 |
|
|
2017
Q2 | $3.3M | Buy |
165,745
+14,563
| +10% | +$290K | 0.02% | 679 |
|
|
2017
Q1 | $3.15M | Buy |
151,182
+24,837
| +20% | +$518K | 0.02% | 634 |
|
|
2016
Q4 | $2.44M | Sell |
126,345
-11,910
| -9% | -$230K | 0.02% | 692 |
|
|
2016
Q3 | $3.74M | Sell |
138,255
-3,666
| -3% | -$99.1K | 0.03% | 518 |
|
|
2016
Q2 | $3.34M | Buy |
141,921
+24,414
| +21% | +$574K | 0.03% | 529 |
|
|
2016
Q1 | $1.95M | Sell |
117,507
-10,142
| -8% | -$168K | 0.02% | 637 |
|
|
2015
Q4 | $1.59M | Buy |
127,649
+21,406
| +20% | +$266K | 0.02% | 732 |
|
|
2015
Q3 | $1.28M | Buy |
+106,243
| New | +$1.28M | 0.02% | 679 |
|
|
2013
Q3 | – | Sell |
-80,075
| Closed | -$1.58M | – | 952 |
|
|
2013
Q2 | $1.58M | Buy |
+80,075
| New | +$1.58M | 0.05% | 469 |
|