Wedbush Securities’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 | $469K | Sell |
5,225
-1,640
| -24% | -$147K | 0.02% | 653 |
|
2025
Q1 | $533K | Sell |
6,865
-2,865
| -29% | -$222K | 0.02% | 591 |
|
2024
Q4 | $547K | Sell |
9,730
-366
| -4% | -$20.6K | 0.02% | 572 |
|
2024
Q3 | $617K | Sell |
10,096
-3,666
| -27% | -$224K | 0.02% | 525 |
|
2024
Q2 | $721K | Buy |
13,762
+4,006
| +41% | +$210K | 0.03% | 475 |
|
2024
Q1 | $460K | Buy |
9,756
+397
| +4% | +$18.7K | 0.02% | 673 |
|
2023
Q4 | $462K | Buy |
9,359
+565
| +6% | +$27.9K | 0.02% | 582 |
|
2023
Q3 | $357K | Sell |
8,794
-13
| -0.1% | -$528 | 0.02% | 660 |
|
2023
Q2 | $381K | Sell |
8,807
-49
| -0.6% | -$2.12K | 0.02% | 646 |
|
2023
Q1 | $426K | Sell |
8,856
-2,377
| -21% | -$114K | 0.02% | 594 |
|
2022
Q4 | $439K | Sell |
11,233
-1,468
| -12% | -$57.4K | 0.02% | 566 |
|
2022
Q3 | $411K | Buy |
12,701
+563
| +5% | +$18.2K | 0.02% | 584 |
|
2022
Q2 | $437K | Sell |
12,138
-51
| -0.4% | -$1.84K | 0.02% | 583 |
|
2022
Q1 | $580K | Sell |
12,189
-17
| -0.1% | -$809 | 0.03% | 524 |
|
2021
Q4 | $524K | Buy |
12,206
+102
| +0.8% | +$4.38K | 0.02% | 607 |
|
2021
Q3 | $455K | Buy |
12,104
+1,062
| +10% | +$39.9K | 0.02% | 657 |
|
2021
Q2 | $487K | Sell |
11,042
-232
| -2% | -$10.2K | 0.02% | 638 |
|
2021
Q1 | $431K | Buy |
11,274
+2,952
| +35% | +$113K | 0.02% | 640 |
|
2020
Q4 | $347K | Sell |
8,322
-2,182
| -21% | -$91K | 0.03% | 586 |
|
2020
Q3 | $515K | Sell |
10,504
-822
| -7% | -$40.3K | 0.05% | 419 |
|
2020
Q2 | $499K | Sell |
11,326
-6,235
| -36% | -$275K | 0.05% | 430 |
|
2020
Q1 | $483K | Sell |
17,561
-2,132
| -11% | -$58.6K | 0.06% | 367 |
|
2019
Q4 | $586K | Buy |
19,693
+2,507
| +15% | +$74.6K | 0.05% | 406 |
|
2019
Q3 | $451K | Sell |
17,186
-46
| -0.3% | -$1.21K | 0.04% | 484 |
|
2019
Q2 | $417K | Sell |
17,232
-98
| -0.6% | -$2.37K | 0.04% | 503 |
|
2019
Q1 | $413K | Sell |
17,330
-2,869
| -14% | -$68.4K | 0.04% | 476 |
|
2018
Q4 | $394K | Buy |
20,199
+3,648
| +22% | +$71.2K | 0.05% | 440 |
|
2018
Q3 | $290K | Sell |
16,551
-12,730
| -43% | -$223K | 0.03% | 594 |
|
2018
Q2 | $646K | Buy |
29,281
+2,582
| +10% | +$57K | 0.08% | 305 |
|
2018
Q1 | $544K | Sell |
26,699
-1,395
| -5% | -$28.4K | 0.07% | 345 |
|
2017
Q4 | $622K | Sell |
28,094
-1,094
| -4% | -$24.2K | 0.08% | 310 |
|
2017
Q3 | $557K | Buy |
29,188
+8,875
| +44% | +$169K | 0.07% | 345 |
|
2017
Q2 | $404K | Sell |
20,313
-2,772
| -12% | -$55.1K | 0.05% | 448 |
|
2017
Q1 | $481K | Buy |
23,085
+8,650
| +60% | +$180K | 0.07% | 367 |
|
2016
Q4 | $279K | Buy |
+14,435
| New | +$279K | 0.04% | 533 |
|
2014
Q3 | – | Sell |
-7,950
| Closed | -$209K | – | 721 |
|
2014
Q2 | $209K | Buy |
+7,950
| New | +$209K | 0.03% | 523 |
|