Strategic Wealth Partners’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
$120K Buy
+1,008
New +$120K 0.01% 368
2024
Q4
Sell
-2,497
Closed -$201K 315
2024
Q3
$201K Buy
+2,497
New +$201K 0.02% 286
2024
Q1
Sell
-9,574
Closed -$525K 280
2023
Q4
$525K Sell
9,574
-32,463
-77% -$1.78M 0.06% 180
2023
Q3
$1.91M Sell
42,037
-7,128
-14% -$324K 0.25% 103
2023
Q2
$2.46M Sell
49,165
-3,168
-6% -$158K 0.32% 96
2023
Q1
$2.67M Sell
52,333
-38,947
-43% -$1.99M 0.41% 73
2022
Q4
$4.75M Sell
91,280
-57,805
-39% -$3.01M 0.88% 25
2022
Q3
$6.3M Sell
149,085
-934
-0.6% -$39.4K 1.34% 14
2022
Q2
$6.87M Sell
150,019
-4,317
-3% -$198K 1.48% 12
2022
Q1
$9.45M Buy
154,336
+38,648
+33% +$2.37M 1.84% 10
2021
Q4
$6.15M Buy
+115,688
New +$6.15M 1.17% 14
2019
Q2
Sell
-100
Closed -$4K 727
2019
Q1
$4K Hold
100
﹤0.01% 662
2018
Q4
$4K Hold
100
﹤0.01% 582
2018
Q3
$3K Hold
100
﹤0.01% 583
2018
Q2
$5K Hold
100
﹤0.01% 631
2018
Q1
$4K Hold
100
﹤0.01% 664
2017
Q4
$5K Buy
+100
New +$5K ﹤0.01% 604