Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,827
| Closed | -$1.05M | – | 782 |
|
|
2023
Q1 | $1.05M | Buy |
+21,827
| New | +$1.05M | 0.12% | 231 |
|
|
2021
Q3 | – | Sell |
-10,311
| Closed | -$454K | – | 918 |
|
|
2021
Q2 | $454K | Buy |
10,311
+3,137
| +44% | +$138K | 0.03% | 566 |
|
|
2021
Q1 | $274K | Sell |
7,174
-547
| -7% | -$20.9K | 0.02% | 690 |
|
|
2020
Q4 | $322K | Buy |
7,721
+807
| +12% | +$33.7K | 0.04% | 456 |
|
|
2020
Q3 | $339K | Sell |
6,914
-1,496
| -18% | -$73.4K | 0.04% | 381 |
|
|
2020
Q2 | $370K | Sell |
8,410
-1,335
| -14% | -$58.7K | 0.04% | 359 |
|
|
2020
Q1 | $278K | Sell |
9,745
-375
| -4% | -$10.7K | 0.02% | 529 |
|
|
2019
Q4 | $301K | Sell |
10,120
-2,975
| -23% | -$88.5K | 0.03% | 486 |
|
|
2019
Q3 | $344K | Sell |
13,095
-2,046
| -14% | -$53.7K | 0.03% | 460 |
|
|
2019
Q2 | $366K | Sell |
15,141
-1,857
| -11% | -$44.9K | 0.03% | 449 |
|
|
2019
Q1 | $405K | Sell |
16,998
-6,408
| -27% | -$153K | 0.03% | 431 |
|
|
2018
Q4 | $457K | Sell |
23,406
-3,169
| -12% | -$61.9K | 0.04% | 447 |
|
|
2018
Q3 | $436K | Buy |
26,575
+712
| +3% | +$11.7K | 0.03% | 582 |
|
|
2018
Q2 | $571K | Buy |
25,863
+11,984
| +86% | +$265K | 0.03% | 494 |
|
|
2018
Q1 | $283K | Sell |
13,879
-45
| -0.3% | -$918 | 0.01% | 896 |
|
|
2017
Q4 | $308K | Sell |
13,924
-109
| -0.8% | -$2.41K | 0.02% | 872 |
|
|
2017
Q3 | $268K | Sell |
14,033
-70
| -0.5% | -$1.34K | 0.01% | 901 |
|
|
2017
Q2 | $281K | Buy |
14,103
+644
| +5% | +$12.8K | 0.02% | 817 |
|
|
2017
Q1 | $280K | Buy |
13,459
+2,598
| +24% | +$54K | 0.02% | 812 |
|
|
2016
Q4 | $210K | Buy |
10,861
+440
| +4% | +$8.51K | 0.01% | 882 |
|
|
2016
Q3 | $282K | Buy |
10,421
+277
| +3% | +$7.5K | 0.02% | 668 |
|
|
2016
Q2 | $239K | Buy |
+10,144
| New | +$239K | 0.02% | 685 |
|
|
2016
Q1 | – | Sell |
-11,955
| Closed | -$148K | – | 891 |
|
|
2015
Q4 | $148K | Sell |
11,955
-6,047
| -34% | -$74.9K | 0.01% | 729 |
|
|
2015
Q3 | $347K | Buy |
+18,002
| New | +$347K | 0.04% | 426 |
|