Northwest & Ethical 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 | $6.61M | Sell |
74,109
-43,290
| -37% | -$3.86M | 0.16% | 158 |
|
2025
Q1 | $9.12M | Buy |
117,399
+36,892
| +46% | +$2.86M | 0.25% | 121 |
|
2024
Q4 | $4.52M | Buy |
80,507
+480
| +0.6% | +$27K | 0.12% | 191 |
|
2024
Q3 | $4.89M | Sell |
80,027
-15,757
| -16% | -$962K | 0.13% | 186 |
|
2024
Q2 | $5.02M | Sell |
95,784
-1,222
| -1% | -$64.1K | 0.14% | 174 |
|
2024
Q1 | $4.57M | Sell |
97,006
-5,162
| -5% | -$243K | 0.13% | 183 |
|
2023
Q4 | $5.04M | Buy |
102,168
+1,549
| +2% | +$76.4K | 0.15% | 173 |
|
2023
Q3 | $4.08M | Buy |
100,619
+35,681
| +55% | +$1.45M | 0.14% | 191 |
|
2023
Q2 | $2.81M | Buy |
64,938
+2,697
| +4% | +$117K | 0.09% | 224 |
|
2023
Q1 | $3M | Buy |
62,241
+2,044
| +3% | +$98.4K | 0.1% | 215 |
|
2022
Q4 | $2.35M | Buy |
60,197
+3,227
| +6% | +$126K | 0.08% | 227 |
|
2022
Q3 | $1.84M | Buy |
56,970
+7,798
| +16% | +$253K | 0.07% | 241 |
|
2022
Q2 | $1.77M | Sell |
49,172
-1,480
| -3% | -$53.3K | 0.07% | 249 |
|
2022
Q1 | $2.41M | Sell |
50,652
-13,271
| -21% | -$631K | 0.08% | 237 |
|
2021
Q4 | $2.74M | Buy |
63,923
+4,784
| +8% | +$205K | 0.08% | 215 |
|
2021
Q3 | $2.23M | Buy |
59,139
+657
| +1% | +$24.7K | 0.07% | 226 |
|
2021
Q2 | $2.58M | Buy |
58,482
+38,601
| +194% | +$1.7M | 0.08% | 217 |
|
2021
Q1 | $759K | Buy |
19,881
+1,070
| +6% | +$40.9K | 0.03% | 340 |
|
2020
Q4 | $786K | Buy |
18,811
+872
| +5% | +$36.4K | 0.03% | 337 |
|
2020
Q3 | $880K | Sell |
17,939
-782
| -4% | -$38.4K | 0.04% | 324 |
|
2020
Q2 | $823K | Sell |
18,721
-20,191
| -52% | -$888K | 0.04% | 317 |
|
2020
Q1 | $1.07M | Buy |
38,912
+2,218
| +6% | +$61K | 0.06% | 281 |
|
2019
Q4 | $1.09M | Sell |
36,694
-1,060
| -3% | -$31.5K | 0.05% | 312 |
|
2019
Q3 | $990K | Sell |
37,754
-144
| -0.4% | -$3.78K | 0.05% | 315 |
|
2019
Q2 | $917K | Sell |
37,898
-257
| -0.7% | -$6.22K | 0.05% | 322 |
|
2019
Q1 | $908K | Buy |
38,155
+2,945
| +8% | +$70.1K | 0.05% | 319 |
|
2018
Q4 | $687K | Buy |
+35,210
| New | +$687K | 0.04% | 334 |
|