Schwartz Investment Counsel’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 | $24.5M | Buy |
273,000
+5,000
| +2% | +$449K | 0.81% | 44 |
|
|
2025
Q1 | $20.8M | Buy |
268,000
+35,000
| +15% | +$2.72M | 0.72% | 45 |
|
|
2024
Q4 | $13.1M | Hold |
233,000
| – | – | 0.47% | 54 |
|
|
2024
Q3 | $14.2M | Hold |
233,000
| – | – | 0.51% | 58 |
|
|
2024
Q2 | $12.2M | Buy |
233,000
+3,000
| +1% | +$157K | 0.45% | 64 |
|
|
2024
Q1 | $10.8M | Buy |
230,000
+2,500
| +1% | +$118K | 0.39% | 69 |
|
|
2023
Q4 | $11.2M | Hold |
227,500
| – | – | 0.44% | 61 |
|
|
2023
Q3 | $9.23M | Buy |
227,500
+47,500
| +26% | +$1.93M | 0.39% | 68 |
|
|
2023
Q2 | $7.78M | Hold |
180,000
| – | – | 0.33% | 71 |
|
|
2023
Q1 | $8.67M | Buy |
+180,000
| New | +$8.67M | 0.38% | 63 |
|