VHAM
Van Hulzen Asset Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
3,707
-30,869
| -89% | -$2.77M | 0.03% | 244 |
|
|
2025
Q1 | $2.68M | Sell |
34,576
-38,518
| -53% | -$2.99M | 0.24% | 79 |
|
|
2024
Q4 | $4.11M | Buy |
73,094
+3,629
| +5% | +$204K | 0.3% | 72 |
|
|
2024
Q3 | $4.24M | Sell |
69,465
-34,927
| -33% | -$2.13M | 0.31% | 70 |
|
|
2024
Q2 | $5.47M | Buy |
104,392
+24,657
| +31% | +$1.29M | 0.37% | 63 |
|
|
2024
Q1 | $3.76M | Sell |
79,735
-1,000
| -1% | -$47.1K | 0.25% | 75 |
|
|
2023
Q4 | $3.98M | Buy |
+80,735
| New | +$3.98M | 0.28% | 68 |
|
|
2023
Q2 | – | Sell |
-141,515
| Closed | -$6.81M | – | 337 |
|
|
2023
Q1 | $6.81M | Buy |
141,515
+62,315
| +79% | +$3M | 0.64% | 45 |
|
|
2022
Q4 | $3.11M | Buy |
79,200
+22,065
| +39% | +$867K | 0.36% | 66 |
|
|
2022
Q3 | $1.85M | Buy |
57,135
+50,000
| +701% | +$1.62M | 0.23% | 92 |
|
|
2022
Q2 | $257K | Hold |
7,135
| – | – | 0.03% | 240 |
|
|
2022
Q1 | $339K | Sell |
7,135
-600
| -8% | -$28.5K | 0.04% | 219 |
|
|
2021
Q4 | $332K | Hold |
7,735
| – | – | 0.04% | 226 |
|
|
2021
Q3 | $291K | Buy |
7,735
+200
| +3% | +$7.52K | 0.04% | 217 |
|
|
2021
Q2 | $332K | Sell |
7,535
-790
| -9% | -$34.8K | 0.05% | 197 |
|
|
2021
Q1 | $318K | Buy |
8,325
+2,420
| +41% | +$92.4K | 0.05% | 191 |
|
|
2020
Q4 | $246K | Buy |
5,905
+600
| +11% | +$25K | 0.04% | 235 |
|
|
2020
Q3 | $260K | Sell |
5,305
-455
| -8% | -$22.3K | 0.04% | 213 |
|
|
2020
Q2 | $254K | Buy |
+5,760
| New | +$254K | 0.04% | 211 |
|
|
2019
Q1 | – | Sell |
-34,149
| Closed | -$667K | – | 251 |
|
|
2018
Q4 | $667K | Buy |
+34,149
| New | +$667K | 0.19% | 87 |
|