Ethic Inc’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 | $407K | Buy |
4,657
+1,027
| +28% | +$89.7K | 0.01% | 894 |
|
|
2025
Q1 | $279K | Buy |
+3,630
| New | +$279K | 0.01% | 966 |
|
|
2024
Q3 | – | Sell |
-15,682
| Closed | -$822K | – | 1181 |
|
|
2024
Q2 | $822K | Buy |
+15,682
| New | +$822K | 0.02% | 621 |
|
|
2021
Q3 | – | Sell |
-26,324
| Closed | -$1.16M | – | 654 |
|
|
2021
Q2 | $1.16M | Buy |
26,324
+5,205
| +25% | +$229K | 0.14% | 181 |
|
|
2021
Q1 | $807K | Buy |
21,119
+2,750
| +15% | +$105K | 0.14% | 183 |
|
|
2020
Q4 | $767K | Buy |
18,369
+7,291
| +66% | +$304K | 0.2% | 121 |
|
|
2020
Q3 | $544K | Buy |
11,078
+1,125
| +11% | +$55.2K | 0.21% | 125 |
|
|
2020
Q2 | $438K | Buy |
9,953
+873
| +10% | +$38.4K | 0.25% | 118 |
|
|
2020
Q1 | $250K | Buy |
9,080
+1,807
| +25% | +$49.8K | 0.21% | 151 |
|
|
2019
Q4 | $216K | Buy |
+7,273
| New | +$216K | 0.16% | 200 |
|