Perigon Wealth Management’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 | $466K | Sell |
5,194
-2,136
| -29% | -$192K | 0.01% | 687 |
|
|
2025
Q1 | $569K | Sell |
7,330
-2,609
| -26% | -$203K | 0.01% | 603 |
|
|
2024
Q4 | $571K | Buy |
9,939
+2,025
| +26% | +$116K | 0.01% | 596 |
|
|
2024
Q3 | $483K | Buy |
+7,914
| New | +$483K | 0.01% | 625 |
|
|
2024
Q1 | – | Sell |
-5,172
| Closed | -$255K | – | 920 |
|
|
2023
Q4 | $255K | Sell |
5,172
-3,328
| -39% | -$164K | 0.01% | 712 |
|
|
2023
Q3 | $345K | Sell |
8,500
-1,532
| -15% | -$62.1K | 0.01% | 544 |
|
|
2023
Q2 | $434K | Buy |
10,032
+2,549
| +34% | +$110K | 0.02% | 494 |
|
|
2023
Q1 | $360K | Buy |
7,483
+1,789
| +31% | +$86.2K | 0.02% | 479 |
|
|
2022
Q4 | $223K | Sell |
5,694
-715
| -11% | -$27.9K | 0.01% | 629 |
|
|
2022
Q3 | $207K | Sell |
6,409
-9,715
| -60% | -$314K | 0.02% | 536 |
|
|
2022
Q2 | $581K | Buy |
16,124
+59
| +0.4% | +$2.13K | 0.05% | 300 |
|
|
2022
Q1 | $764K | Buy |
16,065
+393
| +3% | +$18.7K | 0.05% | 275 |
|
|
2021
Q4 | $673K | Sell |
15,672
-1,905
| -11% | -$81.8K | 0.05% | 281 |
|
|
2021
Q3 | $661K | Buy |
17,577
+2,493
| +17% | +$93.8K | 0.06% | 258 |
|
|
2021
Q2 | $665K | Buy |
15,084
+1,573
| +12% | +$69.3K | 0.06% | 255 |
|
|
2021
Q1 | $516K | Buy |
13,511
+1,043
| +8% | +$39.8K | 0.05% | 286 |
|
|
2020
Q4 | $520K | Buy |
12,468
+2,821
| +29% | +$118K | 0.06% | 242 |
|
|
2020
Q3 | $473K | Buy |
9,647
+85
| +0.9% | +$4.17K | 0.07% | 232 |
|
|
2020
Q2 | $421K | Buy |
9,562
+432
| +5% | +$19K | 0.07% | 213 |
|
|
2020
Q1 | $292K | Buy |
+9,130
| New | +$292K | 0.05% | 238 |
|
|
2016
Q4 | – | Sell |
-205
| Closed | -$6K | – | 763 |
|
|
2016
Q3 | $6K | Buy |
+205
| New | +$6K | ﹤0.01% | 545 |
|