Bard Associates’s Wheaton Precious Metals WPM Stock Holding History

Bard Associates’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.51M	Sell
2025 Q2	$5.22M	Sell
2025 Q1	$4.76M	Sell
2024 Q4	$3.48M	Sell
2024 Q3	$3.79M	Sell
2024 Q2	$3.29M	Sell
2024 Q1	$2.96M	Sell
2023 Q4	$3.15M	Sell
2023 Q3	$2.63M	Sell
2023 Q2	$2.82M	Sell
2023 Q1	$3.16M	Buy
2022 Q4	$2.52M	Sell
2022 Q3	$2.09M	Sell
2022 Q2	$2.33M	Sell
2022 Q1	$3.08M	Buy
2021 Q4	$2.76M	Buy
2021 Q3	$2.41M	Buy
2021 Q2	$2.81M	Buy
2021 Q1	$2.3M	Buy
2020 Q4	$2.39M	Sell
2020 Q3	$2.81M	Sell
2020 Q2	$2.56M	Sell
2020 Q1	$1.63M	Sell
2019 Q4	$1.78M	Sell
2019 Q3	$1.58M	Sell
2019 Q2	$1.51M	Sell
2019 Q1	$1.49M	Sell
2018 Q4	$1.24M	Sell
2018 Q3	$1.13M	Sell
2018 Q2	$1.43M	Sell
2018 Q1	$1.33M	Sell
2017 Q4	$1.52M	Sell
2017 Q3	$1.34M	Hold
2017 Q2	$1.39M	Buy
2017 Q1	$1.46M	Buy
2016 Q4	$1.35M	Sell
2016 Q3	$1.93M	Sell
2016 Q2	$1.73M	Sell
2016 Q1	$1.24M	Sell
2015 Q4	$942K	Sell
2015 Q3	$942K	Sell
2015 Q2	$1.37M	Sell
2015 Q1	$1.55M	Sell
2014 Q4	$1.67M	Hold
2014 Q3	$1.64M	Sell
2014 Q2	$2.17M	Sell
2014 Q1	$1.88M	Buy
2013 Q4	$1.65M	Sell
2013 Q3	$2.03M	Buy
2013 Q2	$1.61M	Buy