Essex Investment Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $705K | Hold |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $499K | Sell |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $595K | Buy |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $651K | Sell |
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|
2020
Q3 | $859K | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $2.25M | Sell |
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|
2019
Q4 | $2.93M | Buy |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $1.91M | Sell |
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|
2019
Q1 | $2.14M | Sell |
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|
2018
Q4 | $1.91M | Buy |
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|
2018
Q3 | $626K | Buy |
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|
2018
Q2 | $776K | Buy |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $452K | Hold |
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|
2017
Q3 | $390K | Sell |
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|
2017
Q2 | $426K | Hold |
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|
2017
Q1 | $446K | Hold |
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|
2016
Q4 | $414K | Hold |
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|
2016
Q3 | $579K | Sell |
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|
2016
Q2 | $1.87M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $644K | Sell |
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|
2013
Q2 | $593K | Buy |
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