Stephens Inc’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 | $805K | Sell |
8,964
-247
| -3% | -$22.2K | 0.01% | 690 |
|
|
2025
Q1 | $715K | Sell |
9,211
-2,624
| -22% | -$204K | 0.01% | 695 |
|
|
2024
Q4 | $666K | Buy |
11,835
+454
| +4% | +$25.5K | 0.01% | 727 |
|
|
2024
Q3 | $695K | Sell |
11,381
-49
| -0.4% | -$2.99K | 0.01% | 715 |
|
|
2024
Q2 | $599K | Buy |
11,430
+131
| +1% | +$6.87K | 0.01% | 719 |
|
|
2024
Q1 | $533K | Buy |
11,299
+856
| +8% | +$40.3K | 0.01% | 785 |
|
|
2023
Q4 | $515K | Buy |
10,443
+1,009
| +11% | +$49.8K | 0.01% | 736 |
|
|
2023
Q3 | $383K | Sell |
9,434
-108
| -1% | -$4.38K | 0.01% | 816 |
|
|
2023
Q2 | $412K | Buy |
9,542
+3,396
| +55% | +$147K | 0.01% | 805 |
|
|
2023
Q1 | $296K | Buy |
6,146
+363
| +6% | +$17.5K | 0.01% | 878 |
|
|
2022
Q4 | $226K | Buy |
+5,783
| New | +$226K | ﹤0.01% | 957 |
|
|
2022
Q3 | – | Sell |
-6,841
| Closed | -$246K | – | 1264 |
|
|
2022
Q2 | $246K | Sell |
6,841
-498
| -7% | -$17.9K | 0.01% | 995 |
|
|
2022
Q1 | $349K | Buy |
7,339
+736
| +11% | +$35K | 0.01% | 957 |
|
|
2021
Q4 | $283K | Sell |
6,603
-1,367
| -17% | -$58.6K | ﹤0.01% | 1066 |
|
|
2021
Q3 | $300K | Buy |
7,970
+57
| +0.7% | +$2.15K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $349K | Buy |
7,913
+556
| +8% | +$24.5K | 0.01% | 986 |
|
|
2021
Q1 | $281K | Sell |
7,357
-87
| -1% | -$3.32K | ﹤0.01% | 1027 |
|
|
2020
Q4 | $311K | Sell |
7,444
-1,577
| -17% | -$65.9K | 0.01% | 907 |
|
|
2020
Q3 | $443K | Sell |
9,021
-10,248
| -53% | -$503K | 0.01% | 763 |
|
|
2020
Q2 | $849K | Buy |
19,269
+9,108
| +90% | +$401K | 0.02% | 562 |
|
|
2020
Q1 | $280K | Buy |
+10,161
| New | +$280K | 0.01% | 795 |
|