Montrusco Bolton Investments’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 | $10.1M | Sell |
112,929
-172,923
| -60% | -$15.5M | 0.11% | 61 |
|
|
2025
Q1 | $22.2M | Buy |
285,852
+12,635
| +5% | +$980K | 0.29% | 37 |
|
|
2024
Q4 | $15.4M | Sell |
273,217
-22,091
| -7% | -$1.24M | 0.19% | 38 |
|
|
2024
Q3 | $18.1M | Sell |
295,308
-488,298
| -62% | -$29.9M | 0.19% | 37 |
|
|
2024
Q2 | $41.1M | Sell |
783,606
-122,124
| -13% | -$6.4M | 0.43% | 37 |
|
|
2024
Q1 | $42.7M | Sell |
905,730
-51,609
| -5% | -$2.43M | 0.45% | 36 |
|
|
2023
Q4 | $47.5M | Buy |
957,339
+775,588
| +427% | +$38.5M | 0.59% | 35 |
|
|
2023
Q3 | $7.41M | Buy |
+181,751
| New | +$7.41M | 0.11% | 49 |
|
|
2019
Q2 | – | Sell |
-149,535
| Closed | -$3.22M | – | 68 |
|
|
2019
Q1 | $3.22M | Buy |
+149,535
| New | +$3.22M | 0.21% | 53 |
|
|
2016
Q4 | – | Sell |
-256,885
| Closed | -$6.93M | – | 80 |
|
|
2016
Q3 | $6.93M | Buy |
256,885
+236,206
| +1,142% | +$6.37M | 0.43% | 46 |
|
|
2016
Q2 | $484K | Sell |
20,679
-4,002
| -16% | -$93.7K | 0.03% | 71 |
|
|
2016
Q1 | $411K | Buy |
+24,681
| New | +$411K | 0.03% | 78 |
|
|
2014
Q2 | – | Sell |
-44,210
| Closed | -$1.01M | – | 90 |
|
|
2014
Q1 | $1.01M | Buy |
+44,210
| New | +$1.01M | 0.07% | 65 |
|