Ironwood 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $693K | Buy |
7,722
+104
| +1% | +$9.34K | 0.34% | 87 |
|
2025
Q1 | $591K | Sell |
7,618
-23
| -0.3% | -$1.79K | 0.32% | 89 |
|
2024
Q4 | $430K | Buy |
7,641
+60
| +0.8% | +$3.37K | 0.21% | 109 |
|
2024
Q3 | $463K | Buy |
7,581
+12
| +0.2% | +$733 | 0.23% | 111 |
|
2024
Q2 | $397K | Sell |
7,569
-99
| -1% | -$5.19K | 0.21% | 113 |
|
2024
Q1 | $361K | Buy |
7,668
+219
| +3% | +$10.3K | 0.18% | 121 |
|
2023
Q4 | $368K | Buy |
7,449
+238
| +3% | +$11.7K | 0.19% | 117 |
|
2023
Q3 | $292K | Buy |
+7,211
| New | +$292K | 0.18% | 125 |
|