Stifel Financial’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 | $8.85M | Sell |
98,531
-7,160
| -7% | -$643K | 0.01% | 950 |
|
|
2025
Q1 | $8.2M | Sell |
105,691
-2,999
| -3% | -$233K | 0.01% | 934 |
|
|
2024
Q4 | $6.11M | Buy |
108,690
+24,588
| +29% | +$1.38M | 0.01% | 1097 |
|
|
2024
Q3 | $5.14M | Sell |
84,102
-1,204
| -1% | -$73.5K | 0.01% | 1188 |
|
|
2024
Q2 | $4.47M | Sell |
85,306
-5,079
| -6% | -$266K | 0.01% | 1209 |
|
|
2024
Q1 | $4.26M | Buy |
90,385
+7,966
| +10% | +$375K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $4.07M | Buy |
82,419
+1,420
| +2% | +$70.1K | 0.01% | 1219 |
|
|
2023
Q3 | $3.28M | Buy |
80,999
+3,730
| +5% | +$151K | ﹤0.01% | 1267 |
|
|
2023
Q2 | $3.34M | Sell |
77,269
-66,113
| -46% | -$2.86M | ﹤0.01% | 1291 |
|
|
2023
Q1 | $6.91M | Buy |
143,382
+48,898
| +52% | +$2.35M | 0.01% | 840 |
|
|
2022
Q4 | $3.69M | Buy |
94,484
+10,103
| +12% | +$395K | 0.01% | 1147 |
|
|
2022
Q3 | $2.73M | Buy |
84,381
+3,529
| +4% | +$114K | ﹤0.01% | 1258 |
|
|
2022
Q2 | $2.91M | Buy |
80,852
+7,903
| +11% | +$285K | ﹤0.01% | 1251 |
|
|
2022
Q1 | $3.47M | Sell |
72,949
-45,074
| -38% | -$2.14M | ﹤0.01% | 1251 |
|
|
2021
Q4 | $5.07M | Buy |
118,023
+64,903
| +122% | +$2.79M | 0.01% | 1062 |
|
|
2021
Q3 | $2M | Sell |
53,120
-68,989
| -56% | -$2.59M | ﹤0.01% | 1581 |
|
|
2021
Q2 | $5.38M | Buy |
122,109
+35,302
| +41% | +$1.56M | 0.01% | 980 |
|
|
2021
Q1 | $3.32M | Buy |
86,807
+30,893
| +55% | +$1.18M | 0.01% | 1203 |
|
|
2020
Q4 | $2.33M | Buy |
55,914
+21,833
| +64% | +$911K | ﹤0.01% | 1294 |
|
|
2020
Q3 | $1.67M | Sell |
34,081
-6,327
| -16% | -$311K | ﹤0.01% | 1318 |
|
|
2020
Q2 | $1.78M | Buy |
40,408
+7,423
| +23% | +$327K | ﹤0.01% | 1223 |
|
|
2020
Q1 | $912K | Sell |
32,985
-6,588
| -17% | -$182K | ﹤0.01% | 1492 |
|
|
2019
Q4 | $1.18M | Sell |
39,573
-7,024
| -15% | -$209K | ﹤0.01% | 1703 |
|
|
2019
Q3 | $1.21M | Buy |
46,597
+10,342
| +29% | +$269K | ﹤0.01% | 1632 |
|
|
2019
Q2 | $875K | Sell |
36,255
-5,855
| -14% | -$141K | ﹤0.01% | 1884 |
|
|
2019
Q1 | $1.01M | Sell |
42,110
-6,192
| -13% | -$148K | ﹤0.01% | 1641 |
|
|
2018
Q4 | $948K | Sell |
48,302
-2,596
| -5% | -$51K | ﹤0.01% | 1557 |
|
|
2018
Q3 | $903K | Sell |
50,898
-13,667
| -21% | -$242K | ﹤0.01% | 1744 |
|
|
2018
Q2 | $1.43M | Sell |
64,565
-7,094
| -10% | -$157K | ﹤0.01% | 1401 |
|
|
2018
Q1 | $1.45M | Sell |
71,659
-12,283
| -15% | -$248K | ﹤0.01% | 1340 |
|
|
2017
Q4 | $1.86M | Buy |
83,942
+8,646
| +11% | +$191K | 0.01% | 1182 |
|
|
2017
Q3 | $1.45M | Buy |
75,296
+14,243
| +23% | +$274K | 0.01% | 1292 |
|
|
2017
Q2 | $1.21M | Buy |
61,053
+1,519
| +3% | +$30.2K | ﹤0.01% | 1378 |
|
|
2017
Q1 | $1.24M | Buy |
59,534
+9,650
| +19% | +$201K | ﹤0.01% | 1331 |
|
|
2016
Q4 | $966K | Sell |
49,884
-18,911
| -27% | -$366K | ﹤0.01% | 1412 |
|
|
2016
Q3 | $1.87M | Sell |
68,795
-4,783
| -7% | -$130K | 0.01% | 1027 |
|
|
2016
Q2 | $1.73M | Buy |
73,578
+12,931
| +21% | +$304K | 0.01% | 1070 |
|
|
2016
Q1 | $1.01M | Sell |
60,647
-14,443
| -19% | -$240K | 0.01% | 1232 |
|
|
2015
Q4 | $932K | Buy |
75,090
+62,786
| +510% | +$779K | ﹤0.01% | 1336 |
|
|
2015
Q3 | $148K | Sell |
12,304
-5,313
| -30% | -$63.9K | ﹤0.01% | 2086 |
|
|
2015
Q2 | $297K | Buy |
17,617
+89
| +0.5% | +$1.5K | ﹤0.01% | 1966 |
|
|
2015
Q1 | $334K | Buy |
17,528
+2,196
| +14% | +$41.8K | ﹤0.01% | 1847 |
|
|
2014
Q4 | $312K | Sell |
15,332
-4,678
| -23% | -$95.2K | ﹤0.01% | 1856 |
|
|
2014
Q3 | $399K | Buy |
20,010
+2,973
| +17% | +$59.3K | ﹤0.01% | 1654 |
|
|
2014
Q2 | $448K | Buy |
17,037
+6,691
| +65% | +$176K | ﹤0.01% | 1556 |
|
|
2014
Q1 | $235K | Buy |
+10,346
| New | +$235K | ﹤0.01% | 1844 |
|