WhitTier Trust Company’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 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 1027 |
|
2025
Q1 | – | Sell |
-229
| Closed | -$12.9K | – | 1463 |
|
2024
Q4 | $12.9K | Hold |
229
| – | – | ﹤0.01% | 1036 |
|
2024
Q3 | $14K | Hold |
229
| – | – | ﹤0.01% | 1000 |
|
2024
Q2 | $12K | Hold |
229
| – | – | ﹤0.01% | 970 |
|
2024
Q1 | $10.8K | Hold |
229
| – | – | ﹤0.01% | 939 |
|
2023
Q4 | $11.3K | Buy |
229
+2
| +0.9% | +$99 | ﹤0.01% | 932 |
|
2023
Q3 | $9.2K | Hold |
227
| – | – | ﹤0.01% | 922 |
|
2023
Q2 | $9.81K | Buy |
227
+23
| +11% | +$994 | ﹤0.01% | 957 |
|
2023
Q1 | $9.82K | Hold |
204
| – | – | ﹤0.01% | 956 |
|
2022
Q4 | $7.97K | Hold |
204
| – | – | ﹤0.01% | 971 |
|
2022
Q3 | $7K | Hold |
204
| – | – | ﹤0.01% | 961 |
|
2022
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 977 |
|
2022
Q1 | $10K | Hold |
204
| – | – | ﹤0.01% | 939 |
|
2021
Q4 | $9K | Buy |
204
+135
| +196% | +$5.96K | ﹤0.01% | 929 |
|
2021
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1054 |
|