Alan B. Lancz & Associates’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
8,170
| – | – | 0.48% | 52 |
|
|
2025
Q1 | $394K | Hold |
8,170
| – | – | 0.42% | 67 |
|
|
2024
Q4 | $304K | Sell |
8,170
-1,000
| -11% | -$37.2K | 0.31% | 86 |
|
|
2024
Q3 | $490K | Hold |
9,170
| – | – | 0.45% | 59 |
|
|
2024
Q2 | $384K | Buy |
+9,170
| New | +$384K | 0.38% | 69 |
|
|
2023
Q4 | $409K | Sell |
9,870
-450
| -4% | -$18.6K | 0.43% | 69 |
|
|
2023
Q3 | $381K | Sell |
10,320
-200
| -2% | -$7.39K | 0.43% | 69 |
|
|
2023
Q2 | $449K | Hold |
10,520
| – | – | 0.48% | 61 |
|
|
2023
Q1 | $516K | Hold |
10,520
| – | – | 0.53% | 50 |
|
|
2022
Q4 | $572K | Hold |
10,520
| – | – | 0.58% | 43 |
|
|
2022
Q3 | $442K | Buy |
10,520
+1,900
| +22% | +$79.8K | 0.52% | 53 |
|
|
2022
Q2 | $390K | Sell |
8,620
-296
| -3% | -$13.4K | 0.39% | 75 |
|
|
2022
Q1 | $708K | Hold |
8,916
| – | – | 0.63% | 36 |
|
|
2021
Q4 | $553K | Buy |
+8,916
| New | +$553K | 0.48% | 60 |
|