SFM
Stack Financial Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7M | Sell |
352,725
-5,754
| -2% | -$517K | 2.8% | 9 |
|
|
2025
Q1 | $27.8M | Sell |
358,479
-4,742
| -1% | -$368K | 2.32% | 12 |
|
|
2024
Q4 | $20.4M | Sell |
363,221
-3,420
| -0.9% | -$192K | 1.87% | 23 |
|
|
2024
Q3 | $22.4M | Sell |
366,641
-583
| -0.2% | -$35.6K | 2.01% | 20 |
|
|
2024
Q2 | $19.2M | Sell |
367,224
-1,283
| -0.3% | -$67.3K | 1.78% | 25 |
|
|
2024
Q1 | $17.4M | Buy |
368,507
+294
| +0.1% | +$13.9K | 1.59% | 27 |
|
|
2023
Q4 | $18.2M | Sell |
368,213
-6,603
| -2% | -$326K | 2.05% | 22 |
|
|
2023
Q3 | $15.2M | Buy |
374,816
+3,527
| +0.9% | +$143K | 1.77% | 27 |
|
|
2023
Q2 | $16M | Buy |
371,289
+3,560
| +1% | +$154K | 1.8% | 27 |
|
|
2023
Q1 | $17.7M | Buy |
+367,729
| New | +$17.7M | 2.15% | 22 |
|