Private Trust Company’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 | $6.92K | Hold |
77
| – | – | ﹤0.01% | 1938 |
|
|
2025
Q1 | $5.98K | Hold |
77
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q4 | $4.33K | Hold |
77
| – | – | ﹤0.01% | 2021 |
|
|
2024
Q3 | $4.7K | Buy |
77
+8
| +12% | +$489 | ﹤0.01% | 1966 |
|
|
2024
Q2 | $3.62K | Buy |
69
+17
| +33% | +$891 | ﹤0.01% | 2031 |
|
|
2024
Q1 | $2.45K | Buy |
+52
| New | +$2.45K | ﹤0.01% | 2088 |
|
|
2014
Q3 | – | Sell |
-1,918
| Closed | -$50K | – | 2011 |
|
|
2014
Q2 | $50K | Buy |
1,918
+691
| +56% | +$18K | 0.02% | 556 |
|
|
2014
Q1 | $28K | Buy |
+1,227
| New | +$28K | 0.01% | 660 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 1783 |
|
|
2013
Q2 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 633 |
|