Johnson Investment Counsel’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 | $1.83M | Hold |
20,390
| – | – | 0.02% | 315 |
|
|
2025
Q1 | $1.58M | Buy |
20,390
+490
| +2% | +$38K | 0.02% | 329 |
|
|
2024
Q4 | $1.12M | Hold |
19,900
| – | – | 0.01% | 373 |
|
|
2024
Q3 | $1.22M | Buy |
19,900
+7,000
| +54% | +$428K | 0.01% | 363 |
|
|
2024
Q2 | $676K | Hold |
12,900
| – | – | 0.01% | 436 |
|
|
2024
Q1 | $608K | Sell |
12,900
-50
| -0.4% | -$2.36K | 0.01% | 464 |
|
|
2023
Q4 | $639K | Buy |
12,950
+50
| +0.4% | +$2.47K | 0.01% | 430 |
|
|
2023
Q3 | $523K | Buy |
+12,900
| New | +$523K | 0.01% | 453 |
|
|
2013
Q4 | – | Sell |
-10,448
| Closed | -$258K | – | 521 |
|
|
2013
Q3 | $258K | Sell |
10,448
-900
| -8% | -$22.2K | 0.01% | 438 |
|
|
2013
Q2 | $223K | Buy |
+11,348
| New | +$223K | 0.01% | 470 |
|