Anchor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,500
| Closed | -$353K | – | 1079 |
|
|
2024
Q1 | $353K | Hold |
7,500
| – | – | 0.04% | 282 |
|
|
2023
Q4 | $370K | Hold |
7,500
| – | – | 0.04% | 276 |
|
|
2023
Q3 | $304K | Hold |
7,500
| – | – | 0.04% | 287 |
|
|
2023
Q2 | $324K | Hold |
7,500
| – | – | 0.04% | 276 |
|
|
2023
Q1 | $361K | Hold |
7,500
| – | – | 0.05% | 267 |
|
|
2022
Q4 | $293K | Hold |
7,500
| – | – | 0.04% | 283 |
|
|
2022
Q3 | $243K | Buy |
7,500
+500
| +7% | +$16.2K | 0.04% | 302 |
|
|
2022
Q2 | $252K | Hold |
7,000
| – | – | 0.04% | 316 |
|
|
2022
Q1 | $333K | Hold |
7,000
| – | – | 0.04% | 307 |
|
|
2021
Q4 | $301K | Buy |
+7,000
| New | +$301K | 0.04% | 324 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$5.95K | – | 880 |
|
|
2019
Q4 | $5.95K | Hold |
200
| – | – | ﹤0.01% | 686 |
|
|
2019
Q3 | $5.25K | Sell |
200
-55
| -22% | -$1.44K | ﹤0.01% | 695 |
|
|
2019
Q2 | $6.17K | Buy |
255
+55
| +28% | +$1.33K | ﹤0.01% | 670 |
|
|
2019
Q1 | $4.76K | Sell |
200
-200
| -50% | -$4.76K | ﹤0.01% | 689 |
|
|
2018
Q4 | $7.81K | Hold |
400
| – | – | ﹤0.01% | 651 |
|
|
2018
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 693 |
|
|
2018
Q2 | $8.82K | Hold |
400
| – | – | ﹤0.01% | 681 |
|
|
2018
Q1 | $8.15K | Hold |
400
| – | – | ﹤0.01% | 665 |
|
|
2017
Q4 | $8.85K | Hold |
400
| – | – | ﹤0.01% | 652 |
|
|
2017
Q3 | $7.64K | Hold |
400
| – | – | ﹤0.01% | 654 |
|
|
2017
Q2 | $7.96K | Hold |
400
| – | – | ﹤0.01% | 589 |
|
|
2017
Q1 | $8.34K | Hold |
400
| – | – | ﹤0.01% | 583 |
|
|
2016
Q4 | $7.73K | Hold |
400
| – | – | ﹤0.01% | 569 |
|
|
2016
Q3 | $10.8K | Hold |
400
| – | – | ﹤0.01% | 520 |
|
|
2016
Q2 | $9.41K | Hold |
400
| – | – | ﹤0.01% | 527 |
|
|
2016
Q1 | $6.63K | Buy |
+400
| New | +$6.63K | ﹤0.01% | 534 |
|