Fiduciary Trust’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 | $1.26M | Sell |
14,000
-35
| -0.2% | -$3.14K | 0.02% | 359 |
|
|
2025
Q1 | $1.09M | Buy |
14,035
+26
| +0.2% | +$2.02K | 0.01% | 372 |
|
|
2024
Q4 | $788K | Buy |
14,009
+1,840
| +15% | +$103K | 0.01% | 399 |
|
|
2024
Q3 | $743K | Hold |
12,169
| – | – | 0.01% | 411 |
|
|
2024
Q2 | $638K | Hold |
12,169
| – | – | 0.01% | 413 |
|
|
2024
Q1 | $574K | Hold |
12,169
| – | – | 0.01% | 433 |
|
|
2023
Q4 | $600K | Hold |
12,169
| – | – | 0.01% | 415 |
|
|
2023
Q3 | $493K | Hold |
12,169
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $526K | Hold |
12,169
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $586K | Hold |
12,169
| – | – | 0.01% | 416 |
|
|
2022
Q4 | $476K | Hold |
12,169
| – | – | 0.01% | 454 |
|
|
2022
Q3 | $394K | Buy |
12,169
+22
| +0.2% | +$712 | 0.01% | 471 |
|
|
2022
Q2 | $438K | Hold |
12,147
| – | – | 0.01% | 468 |
|
|
2022
Q1 | $578K | Hold |
12,147
| – | – | 0.01% | 451 |
|
|
2021
Q4 | $522K | Sell |
12,147
-2
| -0% | -$86 | 0.01% | 466 |
|
|
2021
Q3 | $456K | Sell |
12,149
-4,726
| -28% | -$177K | 0.01% | 487 |
|
|
2021
Q2 | $743K | Buy |
16,875
+2,360
| +16% | +$104K | 0.01% | 387 |
|
|
2021
Q1 | $555K | Buy |
+14,515
| New | +$555K | 0.01% | 437 |
|