Pacifica Partners’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 | $31.5K | Hold |
360
| – | – | 0.01% | 231 |
|
2025
Q1 | $28.3K | Hold |
360
| – | – | 0.01% | 234 |
|
2024
Q4 | $20.7K | Hold |
360
| – | – | 0.01% | 279 |
|
2024
Q3 | $22K | Hold |
360
| – | – | 0.01% | 289 |
|
2024
Q2 | $19.7K | Hold |
360
| – | – | 0.01% | 300 |
|
2024
Q1 | $16.2K | Hold |
360
| – | – | 0.01% | 316 |
|
2023
Q4 | $17.3K | Hold |
360
| – | – | 0.01% | 318 |
|
2023
Q3 | $14K | Hold |
360
| – | – | 0.01% | 316 |
|
2023
Q2 | $15.4K | Hold |
360
| – | – | 0.01% | 259 |
|
2023
Q1 | $17.7K | Sell |
360
-2,567
| -88% | -$126K | 0.01% | 254 |
|
2022
Q4 | $118K | Buy |
2,927
+100
| +4% | +$4.03K | 0.08% | 113 |
|
2022
Q3 | $81K | Buy |
2,827
+406
| +17% | +$11.6K | 0.06% | 136 |
|
2022
Q2 | $93K | Hold |
2,421
| – | – | 0.06% | 134 |
|
2022
Q1 | $108K | Hold |
2,421
| – | – | 0.07% | 126 |
|
2021
Q4 | $93K | Sell |
2,421
-7,841
| -76% | -$301K | 0.06% | 133 |
|
2021
Q3 | $403K | Sell |
10,262
-12,324
| -55% | -$484K | 0.29% | 60 |
|
2021
Q2 | $997K | Buy |
22,586
+16,676
| +282% | +$736K | 0.76% | 46 |
|
2021
Q1 | $235K | Buy |
5,910
+325
| +6% | +$12.9K | 0.19% | 74 |
|
2020
Q4 | $235K | Buy |
5,585
+4,805
| +616% | +$202K | 0.23% | 67 |
|
2020
Q3 | $38K | Sell |
780
-483
| -38% | -$23.5K | 0.04% | 137 |
|
2020
Q2 | $54K | Sell |
1,263
-210
| -14% | -$8.98K | 0.06% | 117 |
|
2020
Q1 | $43K | Hold |
1,473
| – | – | 0.05% | 129 |
|
2019
Q4 | $44K | Buy |
+1,473
| New | +$44K | 0.04% | 142 |
|