Dorchester Wealth 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
Q4 | $336K | Hold |
6,075
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $365K | Hold |
6,075
| – | – | 0.07% | 118 |
|
|
2024
Q2 | $313K | Hold |
6,075
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $281K | Hold |
6,075
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $295K | Hold |
6,075
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $244K | Hold |
6,075
| – | – | 0.05% | 133 |
|
|
2023
Q2 | $259K | Hold |
6,075
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $287K | Buy |
+6,075
| New | +$287K | 0.06% | 125 |
|
|
2022
Q4 | – | Sell |
-6,375
| Closed | -$206K | – | 156 |
|
|
2022
Q3 | $206K | Hold |
6,375
| – | – | 0.05% | 142 |
|
|
2022
Q2 | $229K | Hold |
6,375
| – | – | 0.05% | 142 |
|
|
2022
Q1 | $304K | Hold |
6,375
| – | – | 0.05% | 130 |
|
|
2021
Q4 | $273K | Hold |
6,375
| – | – | 0.05% | 128 |
|
|
2021
Q3 | $238K | Hold |
6,375
| – | – | 0.06% | 129 |
|
|
2021
Q2 | $281K | Buy |
6,375
+925
| +17% | +$40.8K | 0.06% | 134 |
|
|
2021
Q1 | $208K | Sell |
5,450
-1,400
| -20% | -$53.4K | 0.05% | 137 |
|
|
2020
Q4 | $286K | Buy |
6,850
+1,450
| +27% | +$60.5K | 0.08% | 121 |
|
|
2020
Q3 | $264K | Hold |
5,400
| – | – | 0.08% | 115 |
|
|
2020
Q2 | $237K | Buy |
+5,400
| New | +$237K | 0.08% | 120 |
|