Whittier Trust’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 | $68.5K | Hold |
763
| – | – | ﹤0.01% | 880 |
|
|
2025
Q1 | $59.2K | Buy |
763
+333
| +77% | +$25.9K | ﹤0.01% | 899 |
|
|
2024
Q4 | $24.2K | Hold |
430
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q3 | $26.3K | Hold |
430
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q2 | $22.5K | Buy |
430
+205
| +91% | +$10.7K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $10.6K | Hold |
225
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q4 | $11.1K | Hold |
225
| – | – | ﹤0.01% | 1216 |
|
|
2023
Q3 | $9.12K | Hold |
225
| – | – | ﹤0.01% | 1284 |
|
|
2023
Q2 | $9.72K | Hold |
225
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q1 | $10.8K | Hold |
225
| – | – | ﹤0.01% | 1291 |
|
|
2022
Q4 | $8.79K | Hold |
225
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q3 | $7K | Sell |
225
-225
| -50% | -$7K | ﹤0.01% | 1406 |
|
|
2022
Q2 | $16K | Hold |
450
| – | – | ﹤0.01% | 1233 |
|
|
2022
Q1 | $21K | Hold |
450
| – | – | ﹤0.01% | 1195 |
|
|
2021
Q4 | $19K | Hold |
450
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q3 | $17K | Hold |
450
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q2 | $20K | Hold |
450
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q1 | $17K | Hold |
450
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q4 | $19K | Hold |
450
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q3 | $22K | Buy |
+450
| New | +$22K | ﹤0.01% | 989 |
|
|
2016
Q4 | – | Sell |
-2,039
| Closed | -$55K | – | 1229 |
|
|
2016
Q3 | $55K | Hold |
2,039
| – | – | ﹤0.01% | 684 |
|
|
2016
Q2 | $48K | Hold |
2,039
| – | – | ﹤0.01% | 726 |
|
|
2016
Q1 | $34K | Buy |
+2,039
| New | +$34K | ﹤0.01% | 788 |
|