Wellington Management Group’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 | $9.4M | Buy |
104,760
+12,685
| +14% | +$1.14M | ﹤0.01% | 1225 |
|
2025
Q1 | $7.14M | Buy |
92,075
+3,917
| +4% | +$304K | ﹤0.01% | 1284 |
|
2024
Q4 | $4.96M | Sell |
88,158
-45,469
| -34% | -$2.56M | ﹤0.01% | 1347 |
|
2024
Q3 | $8.17M | Buy |
133,627
+39,979
| +43% | +$2.44M | ﹤0.01% | 1222 |
|
2024
Q2 | $4.91M | Buy |
93,648
+5,187
| +6% | +$272K | ﹤0.01% | 1329 |
|
2024
Q1 | $4.17M | Buy |
88,461
+1,822
| +2% | +$85.9K | ﹤0.01% | 1368 |
|
2023
Q4 | $4.3M | Buy |
86,639
+14,972
| +21% | +$742K | ﹤0.01% | 1344 |
|
2023
Q3 | $2.92M | Buy |
71,667
+35,616
| +99% | +$1.45M | ﹤0.01% | 1404 |
|
2023
Q2 | $1.56M | Buy |
36,051
+21,092
| +141% | +$913K | ﹤0.01% | 1519 |
|
2023
Q1 | $719K | Sell |
14,959
-56,826
| -79% | -$2.73M | ﹤0.01% | 1767 |
|
2022
Q4 | $2.8M | Buy |
71,785
+56,820
| +380% | +$2.22M | ﹤0.01% | 1420 |
|
2022
Q3 | $487K | Buy |
14,965
+2,751
| +23% | +$89.5K | ﹤0.01% | 1808 |
|
2022
Q2 | $440K | Sell |
12,214
-2,187
| -15% | -$78.8K | ﹤0.01% | 1860 |
|
2022
Q1 | $685K | Buy |
14,401
+172
| +1% | +$8.18K | ﹤0.01% | 1808 |
|
2021
Q4 | $612K | Buy |
14,229
+1,105
| +8% | +$47.5K | ﹤0.01% | 1912 |
|
2021
Q3 | $494K | Buy |
13,124
+1,867
| +17% | +$70.3K | ﹤0.01% | 1936 |
|
2021
Q2 | $497K | Sell |
11,257
-42,188
| -79% | -$1.86M | ﹤0.01% | 1916 |
|
2021
Q1 | $2.04M | Buy |
53,445
+1,720
| +3% | +$65.7K | ﹤0.01% | 1619 |
|
2020
Q4 | $2.16M | Buy |
+51,725
| New | +$2.16M | ﹤0.01% | 1482 |
|
2020
Q2 | – | Sell |
-58,633
| Closed | -$1.6M | – | 1993 |
|
2020
Q1 | $1.6M | Sell |
58,633
-6,290
| -10% | -$171K | ﹤0.01% | 1404 |
|
2019
Q4 | $1.93M | Sell |
64,923
-22,516
| -26% | -$671K | ﹤0.01% | 1555 |
|
2019
Q3 | $2.29M | Buy |
87,439
+77,822
| +809% | +$2.04M | ﹤0.01% | 1548 |
|
2019
Q2 | $233K | Sell |
9,617
-215,659
| -96% | -$5.22M | ﹤0.01% | 2009 |
|
2019
Q1 | $5.36M | Sell |
225,276
-170,395
| -43% | -$4.06M | ﹤0.01% | 1365 |
|
2018
Q4 | $7.72M | Sell |
395,671
-13,266
| -3% | -$259K | ﹤0.01% | 1258 |
|
2018
Q3 | $7.15M | Buy |
408,937
+245,644
| +150% | +$4.29M | ﹤0.01% | 1377 |
|
2018
Q2 | $3.6M | Sell |
163,293
-11,967
| -7% | -$264K | ﹤0.01% | 1583 |
|
2018
Q1 | $3.57M | Sell |
175,260
-167,326
| -49% | -$3.41M | ﹤0.01% | 1588 |
|
2017
Q4 | $7.58M | Sell |
342,586
-6,685
| -2% | -$148K | ﹤0.01% | 1353 |
|
2017
Q3 | $6.67M | Sell |
349,271
-49,173
| -12% | -$939K | ﹤0.01% | 1390 |
|
2017
Q2 | $7.93M | Sell |
398,444
-2,485
| -0.6% | -$49.4K | ﹤0.01% | 1287 |
|
2017
Q1 | $8.36M | Sell |
400,929
-88,024
| -18% | -$1.83M | ﹤0.01% | 1287 |
|
2016
Q4 | $9.45M | Sell |
488,953
-7,080
| -1% | -$137K | ﹤0.01% | 1209 |
|
2016
Q3 | $13.4M | Sell |
496,033
-814,801
| -62% | -$22M | ﹤0.01% | 1089 |
|
2016
Q2 | $30.8M | Buy |
1,310,834
+257,643
| +24% | +$6.05M | 0.01% | 810 |
|
2016
Q1 | $17.5M | Buy |
1,053,191
+808,770
| +331% | +$13.4M | ﹤0.01% | 963 |
|
2015
Q4 | $3.03M | Sell |
244,421
-6,802
| -3% | -$84.4K | ﹤0.01% | 1504 |
|
2015
Q3 | $3.02M | Buy |
251,223
+691
| +0.3% | +$8.3K | ﹤0.01% | 1495 |
|
2015
Q2 | $4.34M | Buy |
250,532
+75,762
| +43% | +$1.31M | ﹤0.01% | 1437 |
|
2015
Q1 | $3.32M | Buy |
174,770
+150,677
| +625% | +$2.87M | ﹤0.01% | 1559 |
|
2014
Q4 | $492K | Hold |
24,093
| – | – | ﹤0.01% | 2009 |
|
2014
Q3 | $482K | Hold |
24,093
| – | – | ﹤0.01% | 1995 |
|
2014
Q2 | $635K | Sell |
24,093
-4,710
| -16% | -$124K | ﹤0.01% | 1924 |
|
2014
Q1 | $654K | Sell |
28,803
-446,846
| -94% | -$10.1M | ﹤0.01% | 1923 |
|
2013
Q4 | $9.6M | Sell |
475,649
-1,235,420
| -72% | -$24.9M | ﹤0.01% | 1253 |
|
2013
Q3 | $42.4M | Sell |
1,711,069
-397,421
| -19% | -$9.85M | 0.01% | 762 |
|
2013
Q2 | $41.5M | Buy |
+2,108,490
| New | +$41.5M | 0.01% | 749 |
|