United Capital Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,363
| Closed | -$1.46M | – | 981 |
|
|
2023
Q1 | $1.46M | Sell |
30,363
-663
| -2% | -$31.9K | 0.01% | 499 |
|
|
2022
Q4 | $1.21M | Buy |
31,026
+443
| +1% | +$17.3K | 0.01% | 573 |
|
|
2022
Q3 | $990K | Buy |
30,583
+190
| +0.6% | +$6.15K | 0.01% | 616 |
|
|
2022
Q2 | $1.1M | Sell |
30,393
-256
| -0.8% | -$9.22K | 0.01% | 621 |
|
|
2022
Q1 | $1.46M | Buy |
30,649
+343
| +1% | +$16.3K | 0.01% | 589 |
|
|
2021
Q4 | $1.3M | Buy |
30,306
+71
| +0.2% | +$3.05K | 0.01% | 627 |
|
|
2021
Q3 | $1.14M | Hold |
30,235
| – | – | 0.01% | 640 |
|
|
2021
Q2 | $1.33M | Sell |
30,235
-2,052
| -6% | -$90.4K | 0.01% | 623 |
|
|
2021
Q1 | $1.23M | Sell |
32,287
-454
| -1% | -$17.4K | 0.01% | 611 |
|
|
2020
Q4 | $1.37M | Sell |
32,741
-500
| -2% | -$20.9K | 0.01% | 592 |
|
|
2020
Q3 | $1.63M | Buy |
33,241
+2,052
| +7% | +$101K | 0.01% | 547 |
|
|
2020
Q2 | $1.37M | Buy |
31,189
+330
| +1% | +$14.5K | 0.01% | 584 |
|
|
2020
Q1 | $850K | Sell |
30,859
-5,120
| -14% | -$141K | 0.01% | 670 |
|
|
2019
Q4 | $1.07M | Buy |
35,979
+5,664
| +19% | +$168K | 0.01% | 749 |
|
|
2019
Q3 | $795K | Sell |
30,315
-3,229
| -10% | -$84.7K | 0.01% | 807 |
|
|
2019
Q2 | $811K | Buy |
+33,544
| New | +$811K | 0.01% | 872 |
|
|
2016
Q4 | – | Sell |
-7,437
| Closed | -$201K | – | 1334 |
|
|
2016
Q3 | $201K | Buy |
+7,437
| New | +$201K | ﹤0.01% | 1187 |
|
|
2013
Q4 | – | Sell |
-17,270
| Closed | -$428K | – | 772 |
|
|
2013
Q3 | $428K | Buy |
17,270
+1,648
| +11% | +$40.8K | 0.01% | 477 |
|
|
2013
Q2 | $307K | Buy |
+15,622
| New | +$307K | 0.01% | 595 |
|