Laird Norton Wetherby Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.68M | Buy |
23,978
+912
| +4% | +$89.1K | 0.11% | 180 |
|
|
2025
Q2 | $2.07M | Buy |
+23,066
| New | +$1.94M | 0.09% | 218 |
|
|
2024
Q4 | $1.21M | Sell |
21,558
-371
| -2% | -$23K | 0.06% | 295 |
|
|
2024
Q3 | $1.34M | Sell |
21,929
-324
| -1% | -$19.3K | 0.06% | 291 |
|
|
2024
Q2 | $1.17M | Buy |
22,253
+1,745
| +9% | +$93.3K | 0.06% | 305 |
|
|
2024
Q1 | $967K | Sell |
20,508
-1,408
| -6% | -$63.6K | 0.05% | 365 |
|
|
2023
Q4 | $1.08M | Sell |
21,916
-263
| -1% | -$11.9K | 0.06% | 333 |
|
|
2023
Q3 | $899K | Sell |
22,179
-939
| -4% | -$40.5K | 0.05% | 351 |
|
|
2023
Q2 | $999K | Sell |
23,118
-3,390
| -13% | -$161K | 0.05% | 340 |
|
|
2023
Q1 | $1.28M | Buy |
26,508
+559
| +2% | +$24.4K | 0.07% | 280 |
|
|
2022
Q4 | $1.01M | Buy |
25,949
+1,817
| +8% | +$65.7K | 0.07% | 322 |
|
|
2022
Q3 | $781K | Buy |
24,132
+9,802
| +68% | +$322K | 0.06% | 348 |
|
|
2022
Q2 | $516K | Buy |
14,330
+869
| +6% | +$37.7K | 0.04% | 496 |
|
|
2022
Q1 | $640K | Buy |
13,461
+1,421
| +12% | +$61.8K | 0.04% | 434 |
|
|
2021
Q4 | $517K | Sell |
12,040
-74
| -0.6% | -$3.05K | 0.03% | 513 |
|
|
2021
Q3 | $455K | Buy |
12,114
+115
| +1% | +$5.01K | 0.03% | 537 |
|
|
2021
Q2 | $529K | Buy |
11,999
+1,204
| +11% | +$53.6K | 0.03% | 491 |
|
|
2021
Q1 | $413K | Buy |
10,795
+575
| +6% | +$22.8K | 0.03% | 506 |
|
|
2020
Q4 | $427K | Sell |
10,220
-321
| -3% | -$14.3K | 0.03% | 511 |
|
|
2020
Q3 | $517K | Buy |
10,541
+486
| +5% | +$24.8K | 0.05% | 366 |
|
|
2020
Q2 | $443K | Sell |
10,055
-174
| -2% | -$6.84K | 0.04% | 385 |
|
|
2020
Q1 | $282K | Buy |
10,229
+1,570
| +18% | +$45.3K | 0.03% | 470 |
|
|
2019
Q4 | $258K | Buy |
8,659
+132
| +2% | +$3.61K | 0.03% | 582 |
|
|
2019
Q3 | $224K | Buy |
+8,527
| New | +$229K | 0.02% | 628 |
|
Other funds holding WPM
