Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Sell |
9,426
-282
| -3% | -$25.3K | 0.03% | 400 |
|
|
2025
Q1 | $754K | Buy |
9,708
+455
| +5% | +$35.3K | 0.03% | 385 |
|
|
2024
Q4 | $520K | Buy |
9,253
+59
| +0.6% | +$3.32K | 0.02% | 490 |
|
|
2024
Q3 | $562K | Hold |
9,194
| – | – | 0.02% | 466 |
|
|
2024
Q2 | $482K | Sell |
9,194
-2,307
| -20% | -$121K | 0.02% | 471 |
|
|
2024
Q1 | $542K | Sell |
11,501
-73
| -0.6% | -$3.44K | 0.02% | 430 |
|
|
2023
Q4 | $571K | Sell |
11,574
-179
| -2% | -$8.83K | 0.02% | 391 |
|
|
2023
Q3 | $477K | Buy |
11,753
+103
| +0.9% | +$4.18K | 0.02% | 410 |
|
|
2023
Q2 | $504K | Sell |
11,650
-308
| -3% | -$13.3K | 0.02% | 390 |
|
|
2023
Q1 | $577K | Buy |
11,958
+786
| +7% | +$38K | 0.03% | 353 |
|
|
2022
Q4 | $437K | Buy |
11,172
+2,462
| +28% | +$96.2K | 0.02% | 393 |
|
|
2022
Q3 | $282K | Buy |
+8,710
| New | +$282K | 0.01% | 460 |
|
|
2020
Q1 | – | Sell |
-12,752
| Closed | -$379K | – | 490 |
|
|
2019
Q4 | $379K | Buy |
12,752
+67
| +0.5% | +$1.99K | 0.03% | 303 |
|
|
2019
Q3 | $333K | Hold |
12,685
| – | – | 0.03% | 290 |
|
|
2019
Q2 | $307K | Buy |
12,685
+546
| +4% | +$13.2K | 0.03% | 309 |
|
|
2019
Q1 | $289K | Buy |
12,139
+231
| +2% | +$5.5K | 0.03% | 293 |
|
|
2018
Q4 | $233K | Hold |
11,908
| – | – | 0.02% | 316 |
|
|
2018
Q3 | $208K | Sell |
11,908
-66
| -0.6% | -$1.15K | 0.02% | 356 |
|
|
2018
Q2 | $264K | Hold |
11,974
| – | – | 0.02% | 298 |
|
|
2018
Q1 | $244K | Buy |
+11,974
| New | +$244K | 0.02% | 295 |
|
|
2017
Q4 | – | Sell |
-11,908
| Closed | -$227K | – | 252 |
|
|
2017
Q3 | $227K | Buy |
+11,908
| New | +$227K | 0.03% | 178 |
|