Steward Partners Investment Advisory’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 | $905K | Sell |
10,080
-739
| -7% | -$66.4K | 0.01% | 1030 |
|
|
2025
Q1 | $840K | Sell |
10,819
-1,189
| -10% | -$92.3K | 0.01% | 988 |
|
|
2024
Q4 | $675K | Sell |
12,008
-222
| -2% | -$12.5K | 0.01% | 1027 |
|
|
2024
Q3 | $747K | Sell |
12,230
-189
| -2% | -$11.5K | 0.01% | 955 |
|
|
2024
Q2 | $651K | Buy |
12,419
+376
| +3% | +$19.7K | 0.01% | 949 |
|
|
2024
Q1 | $568K | Sell |
12,043
-3,463
| -22% | -$163K | 0.01% | 1005 |
|
|
2023
Q4 | $765K | Sell |
15,506
-1,054
| -6% | -$52K | 0.01% | 825 |
|
|
2023
Q3 | $672K | Buy |
16,560
+9,073
| +121% | +$368K | 0.01% | 812 |
|
|
2023
Q2 | $324K | Sell |
7,487
-18
| -0.2% | -$778 | ﹤0.01% | 1091 |
|
|
2023
Q1 | $361K | Buy |
7,505
+350
| +5% | +$16.9K | 0.01% | 1044 |
|
|
2022
Q4 | $280K | Sell |
7,155
-341
| -5% | -$13.3K | ﹤0.01% | 1107 |
|
|
2022
Q3 | $243K | Sell |
7,496
-575
| -7% | -$18.6K | ﹤0.01% | 1123 |
|
|
2022
Q2 | $291K | Sell |
8,071
-4,605
| -36% | -$166K | 0.01% | 1047 |
|
|
2022
Q1 | $603K | Buy |
12,676
+1,104
| +10% | +$52.5K | 0.01% | 862 |
|
|
2021
Q4 | $497K | Sell |
11,572
-2,852
| -20% | -$122K | 0.01% | 936 |
|
|
2021
Q3 | $542K | Buy |
14,424
+456
| +3% | +$17.1K | 0.01% | 876 |
|
|
2021
Q2 | $616K | Buy |
13,968
+4,582
| +49% | +$202K | 0.01% | 855 |
|
|
2021
Q1 | $359K | Buy |
9,386
+3,025
| +48% | +$116K | 0.01% | 1020 |
|
|
2020
Q4 | $265K | Buy |
6,361
+1,922
| +43% | +$80.1K | 0.01% | 961 |
|
|
2020
Q3 | $218K | Buy |
4,439
+279
| +7% | +$13.7K | 0.01% | 912 |
|
|
2020
Q2 | $183K | Buy |
4,160
+826
| +25% | +$36.3K | 0.01% | 907 |
|
|
2020
Q1 | $91K | Buy |
3,334
+2,224
| +200% | +$60.7K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $32K | Buy |
1,110
+1,000
| +909% | +$28.8K | ﹤0.01% | 1594 |
|
|
2019
Q3 | $2K | Hold |
110
| – | – | ﹤0.01% | 2465 |
|
|
2019
Q2 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 2474 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$28K | – | 2173 |
|
|
2018
Q3 | $28K | Hold |
1,600
| – | – | ﹤0.01% | 1415 |
|
|
2018
Q2 | $35K | Buy |
+1,600
| New | +$35K | ﹤0.01% | 1246 |
|