Creative Planning Wheaton Precious Metals Corp. Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Wheaton Precious Metals Corp. stock. As of the latest transaction made, Creative Planning holds 38,598 shares of WPM stock, worth $2.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

38,598

Previous 41,958 8.01%

Holding current value

$2.03 Million

Previous $2.07 Million 12.13%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$39.19 - $48.51 $131,678 - $162,993	-3,360 Reduced 8.01%	38,598 $1.82 Million
Q4 2023 Feb 14, 2024	BUY	$38.82 - $50.45 $322,516 - $419,138	8,308 Added 24.69%	41,958 $2.07 Million
Q3 2023 Nov 16, 2023	BUY	$40.23 - $45.62 $45,942 - $52,098	1,142 Added 3.51%	33,650 $1.36 Million
Q2 2023 Jul 21, 2023	BUY	$42.53 - $52.23 $191,044 - $234,617	4,492 Added 16.03%	32,508 $1.4 Million
Q1 2023 May 15, 2023	BUY	$38.72 - $48.16 $97,071 - $120,737	2,507 Added 9.83%	28,016 $1.35 Million

Q4 2022 Feb 10, 2023	SELL	$30.67 - $41.17 $328,537 - $441,013	-10,712 Reduced 29.57%	25,509 $996,000
Q3 2022 Nov 03, 2022	SELL	$29.08 - $37.07 $126,556 - $161,328	-4,352 Reduced 10.73%	36,221 $1.17 Million
Q2 2022 Aug 15, 2022	BUY	$36.03 - $51.71 $203,497 - $292,058	5,648 Added 16.17%	40,573 $1.46 Million
Q1 2022 May 16, 2022	SELL	$38.56 - $49.13 $159,407 - $203,103	-4,134 Reduced 10.58%	34,925 $1.66 Million
Q4 2021 Feb 11, 2022	BUY	$36.97 - $45.07 $20,961 - $25,554	567 Added 1.47%	39,059 $1.68 Million
Q3 2021 Nov 10, 2021	BUY	$37.58 - $46.6 $273,770 - $339,481	7,285 Added 23.34%	38,492 $1.45 Million
Q2 2021 Aug 04, 2021	SELL	$39.9 - $48.92 $418,710 - $513,366	-10,494 Reduced 25.16%	31,207 $1.38 Million
Q1 2021 Apr 30, 2021	BUY	$35.64 - $45.4 $250,834 - $319,525	7,038 Added 20.3%	41,701 $1.59 Million
Q4 2020 Jan 29, 2021	SELL	$38.44 - $51.03 $70,960 - $94,201	-1,846 Reduced 5.06%	34,663 $1.45 Million
Q3 2020 Nov 05, 2020	SELL	$43.29 - $56.21 $17,142 - $22,259	-396 Reduced 1.07%	36,509 $1.79 Million
Q2 2020 Jul 23, 2020	SELL	$27.43 - $46.7 $109,912 - $187,126	-4,007 Reduced 9.79%	36,905 $1.63 Million
Q1 2020 May 05, 2020	BUY	$23.74 - $33.3 $243,999 - $342,257	10,278 Added 33.55%	40,912 $1.13 Million
Q4 2019 Jan 30, 2020	SELL	$25.18 - $30.03 $87,802 - $104,714	-3,487 Reduced 10.22%	30,634 $911,000
Q3 2019 Nov 01, 2019	BUY	$23.35 - $30.8 $87,375 - $115,253	3,742 Added 12.32%	34,121 $895,000
Q2 2019 Jul 26, 2019	SELL	$19.8 - $24.99 $39,738 - $50,154	-2,007 Reduced 6.2%	30,379 $735,000
Q1 2019 Apr 24, 2019	SELL	$18.85 - $25.11 $64,278 - $85,625	-3,410 Reduced 9.53%	32,386 $771,000
Q4 2018 Feb 01, 2019	BUY	$15.32 - $19.79 $2,941 - $3,799	192 Added 0.54%	35,796 $699,000
Q3 2018 Oct 25, 2018	SELL	$15.38 - $22.68 $17,133 - $25,265	-1,114 Reduced 3.03%	35,604 $623,000
Q2 2018 Jul 20, 2018	BUY	$20.38 - $22.27 $28,002 - $30,598	1,374 Added 3.89%	36,718 $810,000
Q1 2018 Apr 18, 2018	SELL	$19.02 - $22.32 $30,222 - $35,466	-1,589 Reduced 4.3%	35,344 $720,000
Q4 2017 Jan 17, 2018	BUY	$19.35 - $22.18 $23,374 - $26,793	1,208 Added 3.38%	36,933 $817,000
Q3 2017 Oct 17, 2017	BUY	$18.34 - $21.01 $655,196 - $750,582	35,725	35,725 $682,000

Others Institutions Holding WPM

# of Institutions

560

Shares Held

259M

Call Options Held

5.71M

Put Options Held

1.76M

View Full List

About Wheaton Precious Metals Corp.

Ticker WPM
Exchange NYSE
Sector Basic Materials
Industry Gold
Shares Outstandng 451,692,000
Market Cap $23.8B
Description
Wheaton Precious Metals Corp., a streaming company, primarily sells precious metals in Canada and internationally. The company sells gold, silver, palladium, and cobalt deposits. It has a portfolio of interests in the 23 operating mines and 13 development projects. The company was formerly known as Silver Wheaton Corp. and changed its name to Wh...

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Creative Planning Wheaton Precious Metals Corp. Transaction History