LNWWM
Laird Norton Wetherby Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
+23,066
| New | +$2.07M | 0.09% | 218 |
|
|
2024
Q4 | $1.21M | Sell |
21,558
-371
| -2% | -$20.9K | 0.06% | 295 |
|
|
2024
Q3 | $1.34M | Sell |
21,929
-324
| -1% | -$19.8K | 0.06% | 291 |
|
|
2024
Q2 | $1.17M | Buy |
22,253
+1,745
| +9% | +$91.5K | 0.06% | 304 |
|
|
2024
Q1 | $967K | Sell |
20,508
-1,408
| -6% | -$66.4K | 0.05% | 364 |
|
|
2023
Q4 | $1.08M | Sell |
21,916
-263
| -1% | -$13K | 0.06% | 332 |
|
|
2023
Q3 | $899K | Sell |
22,179
-939
| -4% | -$38.1K | 0.05% | 351 |
|
|
2023
Q2 | $999K | Sell |
23,118
-3,390
| -13% | -$147K | 0.05% | 340 |
|
|
2023
Q1 | $1.28M | Buy |
26,508
+559
| +2% | +$26.9K | 0.07% | 280 |
|
|
2022
Q4 | $1.01M | Buy |
25,949
+1,817
| +8% | +$71K | 0.07% | 322 |
|
|
2022
Q3 | $781K | Buy |
24,132
+9,802
| +68% | +$317K | 0.06% | 348 |
|
|
2022
Q2 | $516K | Buy |
14,330
+869
| +6% | +$31.3K | 0.04% | 496 |
|
|
2022
Q1 | $640K | Buy |
13,461
+1,421
| +12% | +$67.6K | 0.04% | 434 |
|
|
2021
Q4 | $517K | Sell |
12,040
-74
| -0.6% | -$3.18K | 0.03% | 508 |
|
|
2021
Q3 | $455K | Buy |
12,114
+115
| +1% | +$4.32K | 0.03% | 529 |
|
|
2021
Q2 | $529K | Buy |
11,999
+1,204
| +11% | +$53.1K | 0.03% | 486 |
|
|
2021
Q1 | $413K | Buy |
10,795
+575
| +6% | +$22K | 0.03% | 506 |
|
|
2020
Q4 | $427K | Sell |
10,220
-321
| -3% | -$13.4K | 0.03% | 506 |
|
|
2020
Q3 | $517K | Buy |
10,541
+486
| +5% | +$23.8K | 0.05% | 365 |
|
|
2020
Q2 | $443K | Sell |
10,055
-174
| -2% | -$7.67K | 0.04% | 385 |
|
|
2020
Q1 | $282K | Buy |
10,229
+1,570
| +18% | +$43.3K | 0.03% | 469 |
|
|
2019
Q4 | $258K | Buy |
8,659
+132
| +2% | +$3.93K | 0.03% | 581 |
|
|
2019
Q3 | $224K | Buy |
+8,527
| New | +$224K | 0.02% | 627 |
|