Trust Company of Vermont’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 | $85.4K | Buy |
+951
| New | +$85.4K | ﹤0.01% | 464 |
|
2025
Q1 | – | Sell |
-501
| Closed | -$28.2K | – | 1100 |
|
2024
Q4 | $28.2K | Hold |
501
| – | – | ﹤0.01% | 617 |
|
2024
Q3 | $30.6K | Buy |
+501
| New | +$30.6K | ﹤0.01% | 585 |
|
2021
Q3 | – | Sell |
-650
| Closed | -$29K | – | 722 |
|
2021
Q2 | $29K | Hold |
650
| – | – | ﹤0.01% | 533 |
|
2021
Q1 | $25K | Hold |
650
| – | – | ﹤0.01% | 532 |
|
2020
Q4 | $27K | Hold |
650
| – | – | ﹤0.01% | 514 |
|
2020
Q3 | $32K | Hold |
650
| – | – | ﹤0.01% | 479 |
|
2020
Q2 | $29K | Hold |
650
| – | – | ﹤0.01% | 499 |
|
2020
Q1 | $18K | Hold |
650
| – | – | ﹤0.01% | 580 |
|
2019
Q4 | $19K | Hold |
650
| – | – | ﹤0.01% | 618 |
|
2019
Q3 | $17K | Hold |
650
| – | – | ﹤0.01% | 662 |
|
2019
Q2 | $16K | Hold |
650
| – | – | ﹤0.01% | 678 |
|
2019
Q1 | $15K | Hold |
650
| – | – | ﹤0.01% | 658 |
|
2018
Q4 | $13K | Hold |
650
| – | – | ﹤0.01% | 704 |
|
2018
Q3 | $11K | Sell |
650
-350
| -35% | -$5.92K | ﹤0.01% | 798 |
|
2018
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 688 |
|
2018
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 657 |
|
2017
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 655 |
|
2017
Q3 | $19K | Sell |
1,000
-5,600
| -85% | -$106K | ﹤0.01% | 648 |
|
2017
Q2 | $131K | Buy |
6,600
+4,800
| +267% | +$95.3K | 0.01% | 377 |
|
2017
Q1 | $38K | Buy |
1,800
+800
| +80% | +$16.9K | ﹤0.01% | 515 |
|
2016
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 618 |
|
2016
Q3 | $27K | Buy |
1,000
+350
| +54% | +$9.45K | ﹤0.01% | 521 |
|
2016
Q2 | $15K | Hold |
650
| – | – | ﹤0.01% | 565 |
|
2016
Q1 | $11K | Hold |
650
| – | – | ﹤0.01% | 592 |
|
2015
Q4 | $8K | Hold |
650
| – | – | ﹤0.01% | 650 |
|
2015
Q3 | $8K | Sell |
650
-1,175
| -64% | -$14.5K | ﹤0.01% | 660 |
|
2015
Q2 | $31K | Hold |
1,825
| – | – | ﹤0.01% | 478 |
|
2015
Q1 | $34K | Hold |
1,825
| – | – | ﹤0.01% | 457 |
|
2014
Q4 | $37K | Hold |
1,825
| – | – | 0.01% | 441 |
|
2014
Q3 | $36K | Hold |
1,825
| – | – | 0.01% | 448 |
|
2014
Q2 | $48K | Hold |
1,825
| – | – | 0.01% | 385 |
|
2014
Q1 | $42K | Sell |
1,825
-50
| -3% | -$1.15K | 0.01% | 396 |
|
2013
Q4 | $38K | Hold |
1,875
| – | – | 0.01% | 395 |
|
2013
Q3 | $46K | Hold |
1,875
| – | – | 0.01% | 355 |
|
2013
Q2 | $37K | Buy |
+1,875
| New | +$37K | 0.01% | 379 |
|