New Harbor Financial Group’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 | $224K | Sell |
2,499
-1,313
| -34% | -$118K | 0.05% | 42 |
|
|
2025
Q1 | $296K | Sell |
3,812
-667
| -15% | -$51.8K | 0.08% | 34 |
|
|
2024
Q4 | $252K | Buy |
4,479
+504
| +13% | +$28.3K | 0.07% | 42 |
|
|
2024
Q3 | $243K | Hold |
3,975
| – | – | 0.06% | 36 |
|
|
2024
Q2 | $208K | Buy |
+3,975
| New | +$208K | 0.06% | 40 |
|
|
2023
Q3 | – | Sell |
-5,020
| Closed | -$217K | – | 49 |
|
|
2023
Q2 | $217K | Buy |
+5,020
| New | +$217K | 0.06% | 30 |
|
|
2016
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 76 |
|
|
2016
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 79 |
|
|
2016
Q1 | $2K | Sell |
150
-100
| -40% | -$1.33K | ﹤0.01% | 90 |
|
|
2015
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 76 |
|
|
2015
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 109 |
|
|
2015
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 92 |
|
|
2015
Q1 | $5K | Hold |
250
| – | – | 0.01% | 84 |
|
|
2014
Q4 | $5K | Sell |
250
-32,762
| -99% | -$655K | 0.01% | 90 |
|
|
2014
Q3 | $658K | Buy |
33,012
+262
| +0.8% | +$5.22K | 0.86% | 20 |
|
|
2014
Q2 | $860K | Buy |
32,750
+31,950
| +3,994% | +$839K | 0.92% | 22 |
|
|
2014
Q1 | $18K | Buy |
+800
| New | +$18K | 0.02% | 64 |
|