Trust Company of Toledo’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 | $2.46M | Hold |
27,425
| – | – | 0.27% | 86 |
|
|
2025
Q1 | $2.13M | Hold |
27,425
| – | – | 0.28% | 85 |
|
|
2024
Q4 | $1.54M | Buy |
27,425
+4,600
| +20% | +$259K | 0.2% | 105 |
|
|
2024
Q3 | $1.39M | Buy |
22,825
+1,000
| +5% | +$61.1K | 0.19% | 119 |
|
|
2024
Q2 | $1.14M | Buy |
21,825
+9,000
| +70% | +$472K | 0.17% | 123 |
|
|
2024
Q1 | $604K | Buy |
12,825
+625
| +5% | +$29.5K | 0.09% | 154 |
|
|
2023
Q4 | $602K | Hold |
12,200
| – | – | 0.1% | 150 |
|
|
2023
Q3 | $495K | Hold |
12,200
| – | – | 0.1% | 149 |
|
|
2023
Q2 | $527K | Hold |
12,200
| – | – | 0.09% | 144 |
|
|
2023
Q1 | $588K | Hold |
12,200
| – | – | 0.1% | 136 |
|
|
2022
Q4 | $477 | Hold |
12,200
| – | – | 0.09% | 138 |
|
|
2022
Q3 | $395K | Hold |
12,200
| – | – | 0.08% | 145 |
|
|
2022
Q2 | $440K | Hold |
12,200
| – | – | 0.08% | 144 |
|
|
2022
Q1 | $580K | Hold |
12,200
| – | – | 0.09% | 136 |
|
|
2021
Q4 | $524K | Sell |
12,200
-1,100
| -8% | -$47.2K | 0.08% | 146 |
|
|
2021
Q3 | $500K | Buy |
13,300
+6,100
| +85% | +$229K | 0.08% | 145 |
|
|
2021
Q2 | $317K | Hold |
7,200
| – | – | 0.05% | 164 |
|
|
2021
Q1 | $275K | Hold |
7,200
| – | – | 0.05% | 166 |
|
|
2020
Q4 | $301K | Buy |
+7,200
| New | +$301K | 0.06% | 158 |
|