Bartlett & Co Wealth Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524 | Buy |
9
+3
| +50% | +$175 | ﹤0.01% | 1165 |
|
|
2025
Q1 | $290 | Sell |
6
-294
| -98% | -$14.2K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $11.2K | Hold |
300
| – | – | ﹤0.01% | 898 |
|
|
2024
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 849 |
|
|
2024
Q2 | $12.6K | Sell |
300
-450
| -60% | -$18.8K | ﹤0.01% | 892 |
|
|
2024
Q1 | $26.9K | Hold |
750
| – | – | ﹤0.01% | 771 |
|
|
2023
Q4 | $31.3K | Hold |
750
| – | – | ﹤0.01% | 786 |
|
|
2023
Q3 | $27.7K | Buy |
+750
| New | +$27.7K | ﹤0.01% | 753 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$9.44K | – | 1086 |
|
|
2022
Q4 | $9.44K | Sell |
200
-20
| -9% | -$944 | ﹤0.01% | 838 |
|
|
2022
Q3 | $9.25K | Sell |
220
-21
| -9% | -$883 | ﹤0.01% | 837 |
|
|
2022
Q2 | $14.4K | Buy |
241
+41
| +21% | +$2.45K | ﹤0.01% | 795 |
|
|
2022
Q1 | $15.9K | Buy |
+200
| New | +$15.9K | ﹤0.01% | 761 |
|
|
2021
Q3 | – | Sell |
-244
| Closed | -$15.5K | – | 1026 |
|
|
2021
Q2 | $15.5K | Sell |
244
-220
| -47% | -$13.9K | ﹤0.01% | 651 |
|
|
2021
Q1 | $28K | Hold |
464
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $27.8K | Buy |
464
+434
| +1,447% | +$26K | ﹤0.01% | 624 |
|
|
2020
Q3 | $1.9K | Sell |
30
-70
| -70% | -$4.44K | ﹤0.01% | 790 |
|
|
2020
Q2 | $6.17K | Hold |
100
| – | – | ﹤0.01% | 723 |
|
|
2020
Q1 | $4.53K | Hold |
100
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $4.35K | Sell |
100
-189
| -65% | -$8.21K | ﹤0.01% | 781 |
|
|
2019
Q3 | $11K | Buy |
289
+118
| +69% | +$4.48K | ﹤0.01% | 723 |
|
|
2019
Q2 | $6.58K | Hold |
171
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $6.12K | Hold |
171
| – | – | ﹤0.01% | 606 |
|
|
2018
Q4 | $5.93K | Hold |
171
| – | – | ﹤0.01% | 611 |
|
|
2018
Q3 | $5.16K | Hold |
171
| – | – | ﹤0.01% | 637 |
|
|
2018
Q2 | $6.45K | Buy |
171
+161
| +1,610% | +$6.07K | ﹤0.01% | 623 |
|
|
2018
Q1 | $391 | Buy |
+10
| New | +$391 | ﹤0.01% | 726 |
|