Pathstone Family Office’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $240K | Buy |
+5,915
| New | +$240K | ﹤0.01% | 1406 |
|
|
2020
Q3 | – | Sell |
-5,700
| Closed | -$251K | – | 1026 |
|
|
2020
Q2 | $251K | Hold |
5,700
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $157K | Buy |
+5,700
| New | +$157K | 0.02% | 185 |
|
|
2017
Q3 | – | Sell |
-7,000
| Closed | -$139K | – | 346 |
|
|
2017
Q2 | $139K | Hold |
7,000
| – | – | 0.06% | 131 |
|
|
2017
Q1 | $146K | Buy |
+7,000
| New | +$146K | 0.08% | 117 |
|
|
2013
Q3 | – | Sell |
-235
| Closed | -$5K | – | 437 |
|
|
2013
Q2 | $5K | Buy |
+235
| New | +$5K | 0.01% | 286 |
|