Waldron Private Wealth’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
$362K Sell
3,048
-1,000
-25% -$119K 0.02% 224
2025
Q1
$439K Sell
4,048
-1,398
-26% -$152K 0.02% 194
2024
Q4
$426K Sell
5,446
-693
-11% -$54.2K 0.02% 272
2024
Q3
$495K Buy
6,139
+1,567
+34% +$126K 0.02% 248
2024
Q2
$299K Sell
4,572
-2,754
-38% -$180K 0.01% 313
2024
Q1
$437K Buy
7,326
+33
+0.5% +$1.97K 0.02% 254
2023
Q4
$400K Buy
7,293
+31
+0.4% +$1.7K 0.02% 268
2023
Q3
$330K Sell
7,262
-228
-3% -$10.4K 0.02% 271
2023
Q2
$374K Sell
7,490
-484
-6% -$24.2K 0.02% 264
2023
Q1
$406K Sell
7,974
-665
-8% -$33.9K 0.02% 288
2022
Q4
$364K Hold
8,639
0.02% 278
2022
Q3
$364K Sell
8,639
-92
-1% -$3.88K 0.02% 278
2022
Q2
$399K Sell
8,731
-4
-0% -$183 0.02% 264
2022
Q1
$534K Buy
+8,735
New +$534K 0.03% 249