Salem Investment Counselors’s Wheaton Precious Metals WPM Stock Holding History

Salem Investment Counselors’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Sell	3,592 -475	-12%	-$42.7K	0.01%	323
2025 Q1	$316K	Hold	4,067	–	–	0.01%	309
2024 Q4	$229K	Hold	4,067	–	–	0.01%	344
2024 Q3	$248K	Hold	4,067	–	–	0.01%	338
2024 Q2	$213K	Hold	4,067	–	–	0.01%	353
2024 Q1	$192K	Hold	4,067	–	–	0.01%	364
2023 Q4	$201K	Hold	4,067	–	–	0.01%	344
2023 Q3	$165K	Hold	4,067	–	–	0.01%	357
2023 Q2	$176K	Sell	4,067 -700	-15%	-$30.3K	0.01%	343
2023 Q1	$230K	Hold	4,767	–	–	0.01%	319
2022 Q4	$186K	Hold	4,767	–	–	0.01%	337
2022 Q3	$154K	Hold	4,767	–	–	0.01%	338
2022 Q2	$172K	Hold	4,767	–	–	0.01%	345
2022 Q1	$227K	Hold	4,767	–	–	0.01%	328
2021 Q4	$205K	Hold	4,767	–	–	0.01%	370
2021 Q3	$179K	Sell	4,767 -16	-0.3%	-$601	0.01%	344
2021 Q2	$211K	Hold	4,783	–	–	0.01%	322
2021 Q1	$183K	Hold	4,783	–	–	0.01%	295
2020 Q4	$200K	Hold	4,783	–	–	0.01%	271
2020 Q3	$235K	Hold	4,783	–	–	0.02%	238
2020 Q2	$211K	Hold	4,783	–	–	0.02%	238
2020 Q1	$132K	Hold	4,783	–	–	0.01%	264
2019 Q4	$142K	Hold	4,783	–	–	0.01%	269
2019 Q3	$126K	Hold	4,783	–	–	0.01%	279
2019 Q2	$116K	Sell	4,783 -500	-9%	-$12.1K	0.01%	287
2019 Q1	$92K	Buy	+5,283	New	+$92K	0.01%	246
2018 Q4	–	Sell	-5,283	Closed	-$92K	–	391
2018 Q3	$92K	Hold	5,283	–	–	0.01%	246
2018 Q2	$117K	Hold	5,283	–	–	0.01%	226
2018 Q1	$110K	Hold	5,283	–	–	0.01%	222
2017 Q4	$117K	Buy	5,283 +150	+3%	+$3.32K	0.01%	234
2017 Q3	$99K	Sell	5,133 -250	-5%	-$4.82K	0.01%	243
2017 Q2	$107K	Hold	5,383	–	–	0.01%	242
2017 Q1	$113K	Buy	5,383 +250	+5%	+$5.25K	0.01%	287
2016 Q4	$99K	Sell	5,133 -11,615	-69%	-$224K	0.01%	298
2016 Q3	$4.53K	Buy	+16,748	New	+$4.53K	0.06%	166
2014 Q4	–	Sell	-10,475	Closed	-$209K	–	281
2014 Q3	$209K	Hold	10,475	–	–	0.03%	267
2014 Q2	$275K	Sell	10,475 -1,000	-9%	-$26.3K	0.03%	246
2014 Q1	$260K	Sell	11,475 -1,000	-8%	-$22.7K	0.03%	253
2013 Q4	$252K	Sell	12,475 -41,200	-77%	-$832K	0.03%	241
2013 Q3	$1.33M	Sell	53,675 -1,950	-4%	-$48.3K	0.18%	119
2013 Q2	$1.09M	Buy	+55,625	New	+$1.09M	0.16%	117