UMB Bank’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 | $11.7K | Hold |
130
| – | – | ﹤0.01% | 1558 |
|
2025
Q1 | $10.1K | Hold |
130
| – | – | ﹤0.01% | 1548 |
|
2024
Q4 | $7.31K | Hold |
130
| – | – | ﹤0.01% | 1579 |
|
2024
Q3 | $7.94K | Hold |
130
| – | – | ﹤0.01% | 1566 |
|
2024
Q2 | $6.82K | Hold |
130
| – | – | ﹤0.01% | 1349 |
|
2024
Q1 | $6.13K | Sell |
130
-20
| -13% | -$943 | ﹤0.01% | 1356 |
|
2023
Q4 | $7.4K | Hold |
150
| – | – | ﹤0.01% | 1361 |
|
2023
Q3 | $6.08K | Hold |
150
| – | – | ﹤0.01% | 1385 |
|
2023
Q2 | $6.48K | Hold |
150
| – | – | ﹤0.01% | 1374 |
|
2023
Q1 | $7.22K | Hold |
150
| – | – | ﹤0.01% | 1356 |
|
2022
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 1412 |
|
2022
Q3 | $5K | Sell |
150
-4
| -3% | -$133 | ﹤0.01% | 1481 |
|
2022
Q2 | $6K | Sell |
154
-300
| -66% | -$11.7K | ﹤0.01% | 1551 |
|
2022
Q1 | $21K | Hold |
454
| – | – | ﹤0.01% | 1243 |
|
2021
Q4 | $20K | Buy |
+454
| New | +$20K | ﹤0.01% | 1279 |
|