Sandy Spring Bank’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
Q1 | $198K | Hold |
2,550
| – | – | 0.01% | 366 |
|
2024
Q4 | $143K | Sell |
2,550
-105
| -4% | -$5.91K | 0.01% | 409 |
|
2024
Q3 | $162K | Sell |
2,655
-126
| -5% | -$7.7K | 0.01% | 404 |
|
2024
Q2 | $146K | Hold |
2,781
| – | – | 0.01% | 404 |
|
2024
Q1 | $131K | Hold |
2,781
| – | – | 0.01% | 414 |
|
2023
Q4 | $137K | Hold |
2,781
| – | – | 0.01% | 408 |
|
2023
Q3 | $113K | Sell |
2,781
-126
| -4% | -$5.11K | 0.01% | 422 |
|
2023
Q2 | $126K | Sell |
2,907
-1,100
| -27% | -$47.5K | 0.01% | 416 |
|
2023
Q1 | $193K | Sell |
4,007
-500
| -11% | -$24.1K | 0.01% | 343 |
|
2022
Q4 | $176K | Buy |
4,507
+126
| +3% | +$4.92K | 0.01% | 352 |
|
2022
Q3 | $141K | Sell |
4,381
-524
| -11% | -$16.9K | 0.01% | 362 |
|
2022
Q2 | $177K | Hold |
4,905
| – | – | 0.01% | 338 |
|
2022
Q1 | $233K | Hold |
4,905
| – | – | 0.01% | 317 |
|
2021
Q4 | $211K | Hold |
4,905
| – | – | 0.01% | 330 |
|
2021
Q3 | $184K | Buy |
4,905
+3,350
| +215% | +$126K | 0.01% | 338 |
|
2021
Q2 | $69K | Buy |
1,555
+105
| +7% | +$4.66K | ﹤0.01% | 502 |
|
2021
Q1 | $55K | Sell |
1,450
-550
| -28% | -$20.9K | ﹤0.01% | 499 |
|
2020
Q4 | $83K | Sell |
2,000
-375
| -16% | -$15.6K | 0.01% | 414 |
|
2020
Q3 | $117K | Hold |
2,375
| – | – | 0.01% | 349 |
|
2020
Q2 | $105K | Hold |
2,375
| – | – | 0.01% | 359 |
|
2020
Q1 | $65K | Sell |
2,375
-425
| -15% | -$11.6K | 0.01% | 395 |
|
2019
Q4 | $83K | Hold |
2,800
| – | – | 0.01% | 395 |
|
2019
Q3 | $73K | Hold |
2,800
| – | – | 0.01% | 416 |
|
2019
Q2 | $68K | Hold |
2,800
| – | – | 0.01% | 425 |
|
2019
Q1 | $67K | Sell |
2,800
-500
| -15% | -$12K | 0.01% | 409 |
|
2018
Q4 | $64K | Hold |
3,300
| – | – | 0.01% | 413 |
|
2018
Q3 | $58K | Hold |
3,300
| – | – | ﹤0.01% | 444 |
|
2018
Q2 | $73K | Sell |
3,300
-400
| -11% | -$8.85K | 0.01% | 418 |
|
2018
Q1 | $75K | Hold |
3,700
| – | – | 0.01% | 417 |
|
2017
Q4 | $82K | Hold |
3,700
| – | – | 0.01% | 373 |
|
2017
Q3 | $71K | Sell |
3,700
-300
| -8% | -$5.76K | 0.01% | 396 |
|
2017
Q2 | $80K | Sell |
4,000
-200
| -5% | -$4K | 0.01% | 392 |
|
2017
Q1 | $88K | Sell |
4,200
-300
| -7% | -$6.29K | 0.01% | 366 |
|
2016
Q4 | $87K | Hold |
4,500
| – | – | 0.01% | 363 |
|
2016
Q3 | $122K | Sell |
4,500
-500
| -10% | -$13.6K | 0.01% | 334 |
|
2016
Q2 | $118K | Hold |
5,000
| – | – | 0.01% | 335 |
|
2016
Q1 | $83K | Hold |
5,000
| – | – | 0.01% | 372 |
|
2015
Q4 | $62K | Hold |
5,000
| – | – | 0.01% | 397 |
|
2015
Q3 | $60K | Hold |
5,000
| – | – | 0.01% | 416 |
|
2015
Q2 | $87K | Hold |
5,000
| – | – | 0.01% | 393 |
|
2015
Q1 | $95K | Hold |
5,000
| – | – | 0.01% | 365 |
|
2014
Q4 | $102K | Hold |
5,000
| – | – | 0.01% | 326 |
|
2014
Q3 | $100K | Hold |
5,000
| – | – | 0.01% | 328 |
|
2014
Q2 | $131K | Hold |
5,000
| – | – | 0.02% | 307 |
|
2014
Q1 | $114K | Hold |
5,000
| – | – | 0.02% | 299 |
|
2013
Q4 | $101K | Hold |
5,000
| – | – | 0.01% | 308 |
|
2013
Q3 | $124K | Hold |
5,000
| – | – | 0.02% | 283 |
|
2013
Q2 | $98K | Buy |
+5,000
| New | +$98K | 0.02% | 289 |
|