West Family Investments’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 | $247K | Buy |
+2,753
| New | +$247K | 0.06% | 297 |
|
|
2024
Q3 | – | Sell |
-43,683
| Closed | -$2.29M | – | 306 |
|
|
2024
Q2 | $2.29M | Hold |
43,683
| – | – | 0.69% | 34 |
|
|
2024
Q1 | $2.06M | Sell |
43,683
-166
| -0.4% | -$7.82K | 0.64% | 37 |
|
|
2023
Q4 | $2.16M | Buy |
43,849
+316
| +0.7% | +$15.6K | 0.73% | 33 |
|
|
2023
Q3 | $1.77M | Sell |
43,533
-244
| -0.6% | -$9.89K | 0.62% | 35 |
|
|
2023
Q2 | $1.89M | Buy |
43,777
+249
| +0.6% | +$10.8K | 0.74% | 30 |
|
|
2023
Q1 | $2.1M | Buy |
43,528
+132
| +0.3% | +$6.36K | 0.83% | 27 |
|
|
2022
Q4 | $1.7M | Sell |
43,396
-2,024
| -4% | -$79.1K | 0.58% | 35 |
|
|
2022
Q3 | $1.47M | Buy |
45,420
+2,990
| +7% | +$96.8K | 0.61% | 32 |
|
|
2022
Q2 | $1.5M | Buy |
42,430
+1,404
| +3% | +$49.6K | 0.59% | 37 |
|
|
2022
Q1 | $1.95M | Sell |
41,026
-2,588
| -6% | -$123K | 0.55% | 33 |
|
|
2021
Q4 | $1.87M | Sell |
43,614
-1,258
| -3% | -$54K | 0.51% | 33 |
|
|
2021
Q3 | $1.69M | Buy |
44,872
+345
| +0.8% | +$13K | 0.44% | 35 |
|
|
2021
Q2 | $1.96M | Buy |
44,527
+3,439
| +8% | +$152K | 0.53% | 27 |
|
|
2021
Q1 | $1.57M | Buy |
41,088
+88
| +0.2% | +$3.37K | 0.57% | 53 |
|
|
2020
Q4 | $1.86K | Buy |
+41,000
| New | +$1.86K | 0.57% | 56 |
|