Truist 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 | $793K | Buy |
8,834
+4,377
| +98% | +$393K | ﹤0.01% | 1706 |
|
2025
Q1 | $346K | Sell |
4,457
-85
| -2% | -$6.6K | ﹤0.01% | 2052 |
|
2024
Q4 | $255K | Buy |
4,542
+75
| +2% | +$4.22K | ﹤0.01% | 2227 |
|
2024
Q3 | $273K | Sell |
4,467
-733
| -14% | -$44.8K | ﹤0.01% | 2175 |
|
2024
Q2 | $273K | Sell |
5,200
-3,822
| -42% | -$200K | ﹤0.01% | 2325 |
|
2024
Q1 | $425K | Buy |
9,022
+34
| +0.4% | +$1.6K | ﹤0.01% | 2058 |
|
2023
Q4 | $443K | Sell |
8,988
-1,262
| -12% | -$62.3K | ﹤0.01% | 2052 |
|
2023
Q3 | $416K | Buy |
10,250
+176
| +2% | +$7.14K | ﹤0.01% | 2012 |
|
2023
Q2 | $435K | Sell |
10,074
-1,748
| -15% | -$75.5K | ﹤0.01% | 2018 |
|
2023
Q1 | $569K | Sell |
11,822
-306
| -3% | -$14.7K | ﹤0.01% | 1892 |
|
2022
Q4 | $474K | Buy |
12,128
+2,441
| +25% | +$95.4K | ﹤0.01% | 1987 |
|
2022
Q3 | $314K | Sell |
9,687
-952
| -9% | -$30.9K | ﹤0.01% | 2054 |
|
2022
Q2 | $383K | Sell |
10,639
-86
| -0.8% | -$3.1K | ﹤0.01% | 2066 |
|
2022
Q1 | $510K | Sell |
10,725
-20,100
| -65% | -$956K | ﹤0.01% | 1987 |
|
2021
Q4 | $1.32M | Buy |
30,825
+4,079
| +15% | +$175K | ﹤0.01% | 1485 |
|
2021
Q3 | $1M | Buy |
26,746
+2,681
| +11% | +$101K | ﹤0.01% | 1591 |
|
2021
Q2 | $1.06M | Buy |
24,065
+12,018
| +100% | +$530K | ﹤0.01% | 1606 |
|
2021
Q1 | $460K | Buy |
12,047
+2,233
| +23% | +$85.3K | ﹤0.01% | 1999 |
|
2020
Q4 | $411K | Buy |
9,814
+2,005
| +26% | +$84K | ﹤0.01% | 1941 |
|
2020
Q3 | $383K | Sell |
7,809
-1,571
| -17% | -$77.1K | ﹤0.01% | 1843 |
|
2020
Q2 | $414K | Sell |
9,380
-789
| -8% | -$34.8K | ﹤0.01% | 1722 |
|
2020
Q1 | $280K | Buy |
10,169
+1,225
| +14% | +$33.7K | ﹤0.01% | 1880 |
|
2019
Q4 | $267K | Buy |
+8,944
| New | +$267K | ﹤0.01% | 2187 |
|