Savant Capital’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 | $1.18M | Buy |
13,137
+2,052
| +19% | +$184K | 0.01% | 752 |
|
2025
Q1 | $861K | Buy |
11,085
+537
| +5% | +$41.7K | 0.01% | 807 |
|
2024
Q4 | $593K | Buy |
10,548
+1,628
| +18% | +$91.6K | ﹤0.01% | 822 |
|
2024
Q3 | $545K | Buy |
8,920
+1,399
| +19% | +$85.5K | ﹤0.01% | 834 |
|
2024
Q2 | $394K | Buy |
+7,521
| New | +$394K | ﹤0.01% | 876 |
|
2023
Q2 | – | Sell |
-4,336
| Closed | -$209K | – | 806 |
|
2023
Q1 | $209K | Sell |
4,336
-914
| -17% | -$44K | ﹤0.01% | 676 |
|
2022
Q4 | $205K | Buy |
+5,250
| New | +$205K | 0.01% | 551 |
|
2022
Q3 | – | Sell |
-8,330
| Closed | -$300K | – | 574 |
|
2022
Q2 | $300K | Buy |
8,330
+80
| +1% | +$2.88K | 0.01% | 433 |
|
2022
Q1 | $393K | Hold |
8,250
| – | – | 0.01% | 395 |
|
2021
Q4 | $354K | Hold |
8,250
| – | – | 0.01% | 421 |
|
2021
Q3 | $310K | Sell |
8,250
-351
| -4% | -$13.2K | 0.01% | 416 |
|
2021
Q2 | $379K | Buy |
8,601
+1,651
| +24% | +$72.8K | 0.02% | 359 |
|
2021
Q1 | $266K | Buy |
+6,950
| New | +$266K | 0.01% | 395 |
|