Wellington Shields & Co’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 | $278K | Sell |
3,100
-200
| -6% | -$18K | 0.08% | 189 |
|
|
2025
Q1 | $256K | Buy |
+3,300
| New | +$256K | 0.08% | 184 |
|
|
2024
Q4 | – | Sell |
-3,400
| Closed | -$208K | – | 314 |
|
|
2024
Q3 | $208K | Buy |
+3,400
| New | +$208K | 0.06% | 218 |
|
|
2024
Q1 | – | Sell |
-2,600
| Closed | -$128K | – | 310 |
|
|
2023
Q4 | $128K | Buy |
+2,600
| New | +$128K | 0.05% | 227 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$90K | – | 291 |
|
|
2022
Q2 | $90K | Buy |
+2,500
| New | +$90K | 0.02% | 237 |
|
|
2019
Q4 | – | Sell |
-37,500
| Closed | -$984K | – | 224 |
|
|
2019
Q3 | $984K | Buy |
+37,500
| New | +$984K | 1.52% | 18 |
|