PYA Waltman Capital’s Agnico Eagle Mines AEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Sell
4,125
-27
-0.7% -$3.21K 0.14% 59
2025
Q1
$450K Sell
4,152
-683
-14% -$74K 0.14% 58
2024
Q4
$378K Sell
4,835
-335
-6% -$26.2K 0.12% 61
2024
Q3
$416K Sell
5,170
-337
-6% -$27.1K 0.14% 59
2024
Q2
$360K Sell
5,507
-218
-4% -$14.3K 0.13% 57
2024
Q1
$341K Sell
5,725
-53
-0.9% -$3.16K 0.13% 58
2023
Q4
$317K Buy
5,778
+65
+1% +$3.57K 0.13% 57
2023
Q3
$260K Sell
5,713
-1,149
-17% -$52.2K 0.11% 56
2023
Q2
$330K Sell
6,862
-40,322
-85% -$1.94M 0.14% 53
2023
Q1
$2.4M Sell
47,184
-149
-0.3% -$7.59K 1.19% 19
2022
Q4
$2.46M Sell
47,333
-4,564
-9% -$237K 1.29% 19
2022
Q3
$2.19M Buy
51,897
+1,687
+3% +$71.3K 1.29% 19
2022
Q2
$2.3M Sell
50,210
-1,326
-3% -$60.7K 1.28% 21
2022
Q1
$3.16M Buy
51,536
+1,413
+3% +$86.5K 1.55% 21
2021
Q4
$2.66M Sell
50,123
-13,689
-21% -$728K 1.37% 20
2021
Q3
$3.31M Buy
63,812
+1,835
+3% +$95.2K 1.79% 20
2021
Q2
$3.75M Buy
61,977
+2,398
+4% +$145K 1.95% 18
2021
Q1
$3.44M Buy
59,579
+1,924
+3% +$111K 1.95% 17
2020
Q4
$4.07M Buy
57,655
+314
+0.5% +$22.1K 2.42% 15
2020
Q3
$4.57M Sell
57,341
-371
-0.6% -$29.5K 3.22% 11
2020
Q2
$3.7M Buy
57,712
+691
+1% +$44.3K 3.04% 13
2020
Q1
$2.27M Buy
57,021
+1,766
+3% +$70.3K 2.4% 13
2019
Q4
$3.4M Buy
+55,255
New +$3.4M 3.06% 13