Sowell 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 | $387K | Sell |
4,309
-5,602
| -57% | -$503K | 0.02% | 690 |
|
|
2025
Q1 | $769K | Buy |
+9,911
| New | +$769K | 0.04% | 468 |
|
|
2024
Q4 | – | Sell |
-10,091
| Closed | -$616K | – | 617 |
|
|
2024
Q3 | $616K | Buy |
+10,091
| New | +$616K | 0.03% | 419 |
|
|
2021
Q2 | – | Sell |
-1,644
| Closed | -$72K | – | 2753 |
|
|
2021
Q1 | $72K | Buy |
1,644
+1,300
| +378% | +$56.9K | ﹤0.01% | 1508 |
|
|
2020
Q4 | $14K | Hold |
344
| – | – | ﹤0.01% | 1894 |
|
|
2020
Q3 | $17K | Sell |
344
-4,091
| -92% | -$202K | ﹤0.01% | 1641 |
|
|
2020
Q2 | $195K | Buy |
4,435
+4,091
| +1,189% | +$180K | 0.01% | 733 |
|
|
2020
Q1 | $9K | Hold |
344
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q4 | $10K | Hold |
344
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q3 | $9K | Buy |
+344
| New | +$9K | ﹤0.01% | 1580 |
|
|
2017
Q1 | – | Sell |
-2,033
| Closed | -$45K | – | 570 |
|
|
2016
Q4 | $45K | Buy |
+2,033
| New | +$45K | 0.02% | 353 |
|