Rockefeller Capital Management’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 | $5.74M | Buy |
63,945
+4,808
| +8% | +$432K | 0.01% | 751 |
|
|
2025
Q1 | $4.59M | Buy |
59,137
+23,533
| +66% | +$1.83M | 0.01% | 770 |
|
|
2024
Q4 | $2M | Buy |
35,604
+2,640
| +8% | +$148K | 0.01% | 1019 |
|
|
2024
Q3 | $2.01M | Sell |
32,964
-8,611
| -21% | -$526K | 0.01% | 992 |
|
|
2024
Q2 | $2.18M | Buy |
41,575
+1,060
| +3% | +$55.6K | 0.01% | 945 |
|
|
2024
Q1 | $1.91M | Sell |
40,515
-3,883
| -9% | -$183K | 0.01% | 1024 |
|
|
2023
Q4 | $2.19M | Buy |
44,398
+3,797
| +9% | +$187K | 0.01% | 879 |
|
|
2023
Q3 | $1.65M | Sell |
40,601
-10,717
| -21% | -$435K | 0.01% | 906 |
|
|
2023
Q2 | $2.22M | Sell |
51,318
-27,672
| -35% | -$1.2M | 0.01% | 812 |
|
|
2023
Q1 | $3.8M | Sell |
78,990
-12,970
| -14% | -$625K | 0.02% | 634 |
|
|
2022
Q4 | $3.59M | Sell |
91,960
-1,249
| -1% | -$48.8K | 0.02% | 590 |
|
|
2022
Q3 | $3.02M | Buy |
93,209
+6,557
| +8% | +$212K | 0.02% | 645 |
|
|
2022
Q2 | $3.12M | Buy |
86,652
+2,978
| +4% | +$107K | 0.02% | 634 |
|
|
2022
Q1 | $3.98M | Buy |
83,674
+6,527
| +8% | +$311K | 0.02% | 596 |
|
|
2021
Q4 | $3.31M | Buy |
77,147
+4,755
| +7% | +$204K | 0.02% | 666 |
|
|
2021
Q3 | $2.72M | Buy |
72,392
+8,202
| +13% | +$308K | 0.01% | 665 |
|
|
2021
Q2 | $2.83M | Buy |
64,190
+5,321
| +9% | +$234K | 0.02% | 626 |
|
|
2021
Q1 | $2.25M | Buy |
58,869
+54,842
| +1,362% | +$2.1M | 0.02% | 553 |
|
|
2020
Q4 | $168K | Hold |
4,027
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q3 | $197K | Buy |
4,027
+4,020
| +57,429% | +$197K | ﹤0.01% | 1045 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2708 |
|
|
2020
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2506 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2232 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1993 |
|