WNY Asset Management’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 | $523K | Sell |
5,823
-950
| -14% | -$85.3K | 0.06% | 135 |
|
|
2025
Q1 | $526K | Buy |
6,773
+235
| +4% | +$18.2K | 0.06% | 137 |
|
|
2024
Q4 | $368K | Sell |
6,538
-226
| -3% | -$12.7K | 0.05% | 150 |
|
|
2024
Q3 | $413K | Sell |
6,764
-750
| -10% | -$45.8K | 0.05% | 163 |
|
|
2024
Q2 | $394K | Sell |
7,514
-550
| -7% | -$28.8K | 0.05% | 163 |
|
|
2024
Q1 | $380K | Sell |
8,064
-522
| -6% | -$24.6K | 0.06% | 167 |
|
|
2023
Q4 | $424K | Sell |
8,586
-240
| -3% | -$11.8K | 0.07% | 154 |
|
|
2023
Q3 | $358K | Sell |
8,826
-800
| -8% | -$32.4K | 0.07% | 159 |
|
|
2023
Q2 | $416K | Sell |
9,626
-1,329
| -12% | -$57.4K | 0.09% | 136 |
|
|
2023
Q1 | $528K | Sell |
10,955
-1,545
| -12% | -$74.4K | 0.13% | 114 |
|
|
2022
Q4 | $489K | Sell |
12,500
-950
| -7% | -$37.1K | 0.13% | 113 |
|
|
2022
Q3 | $434K | Buy |
13,450
+6,525
| +94% | +$211K | 0.16% | 104 |
|
|
2022
Q2 | $249K | Buy |
6,925
+100
| +1% | +$3.6K | 0.08% | 136 |
|
|
2022
Q1 | $326K | Buy |
6,825
+100
| +1% | +$4.78K | 0.1% | 125 |
|
|
2021
Q4 | $289K | Buy |
+6,725
| New | +$289K | 0.09% | 127 |
|