Bank Julius Baer & 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 | – | Sell |
-663
| Closed | -$83.7K | – | 641 |
|
|
2025
Q1 | $83.7K | Sell |
663
-18
| -3% | -$2.27K | ﹤0.01% | 501 |
|
|
2024
Q4 | $60.8K | Buy |
+681
| New | +$60.8K | ﹤0.01% | 532 |
|
|
2022
Q1 | – | Sell |
-2,596
| Closed | -$112K | – | 821 |
|
|
2021
Q4 | $112K | Buy |
2,596
+1,191
| +85% | +$51.4K | ﹤0.01% | 596 |
|
|
2021
Q3 | $98K | Sell |
1,405
-1,201
| -46% | -$83.8K | ﹤0.01% | 626 |
|
|
2021
Q2 | $115K | Buy |
+2,606
| New | +$115K | ﹤0.01% | 625 |
|