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Loring Wolcott & Coolidge Fiduciary Advisors’s Wheaton Precious Metals WPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,612
Closed -$497K 593
2023
Q4
$497K Sell
10,612
-601
-5% -$28.2K ﹤0.01% 198
2023
Q3
$485K Buy
11,213
+258
+2% +$11.2K 0.01% 196
2023
Q2
$473K Buy
+10,955
New +$473K 0.01% 214