Carson Wealth (CWM LLC)’s Newmont NEM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.58M Buy
44,356
+25,686
+138% +$1.5M 0.01% 855
2025
Q1
$901K Buy
18,670
+2,103
+13% +$101K ﹤0.01% 1187
2024
Q4
$617K Sell
16,567
-2,544
-13% -$94.7K ﹤0.01% 1302
2024
Q3
$1.02M Buy
19,111
+1,930
+11% +$103K ﹤0.01% 1015
2024
Q2
$719K Buy
17,181
+6,521
+61% +$273K ﹤0.01% 1056
2024
Q1
$382K Sell
10,660
-2,832
-21% -$101K ﹤0.01% 1227
2023
Q4
$558K Buy
13,492
+3,420
+34% +$141K ﹤0.01% 1025
2023
Q3
$372K Sell
10,072
-1,935
-16% -$71.5K ﹤0.01% 1076
2023
Q2
$512K Sell
12,007
-264
-2% -$11.3K ﹤0.01% 928
2023
Q1
$602K Buy
12,271
+616
+5% +$30.2K ﹤0.01% 829
2022
Q4
$550K Buy
11,655
+1,552
+15% +$73.2K ﹤0.01% 772
2022
Q3
$425K Buy
10,103
+1,015
+11% +$42.7K ﹤0.01% 798
2022
Q2
$542K Buy
9,088
+2,305
+34% +$137K ﹤0.01% 711
2022
Q1
$539K Sell
6,783
-1,103
-14% -$87.6K ﹤0.01% 710
2021
Q4
$489K Buy
+7,886
New +$489K ﹤0.01% 733
2021
Q2
$401K Hold
6,320
﹤0.01% 713
2021
Q1
$401K Hold
6,320
﹤0.01% 713
2020
Q4
$401K Hold
6,320
﹤0.01% 713
2020
Q3
$401K Hold
6,320
﹤0.01% 713
2020
Q2
$401K Hold
6,320
﹤0.01% 713
2020
Q1
$401K Hold
6,320
﹤0.01% 713
2019
Q4
$401K Hold
6,320
﹤0.01% 713
2019
Q3
$401K Hold
6,320
﹤0.01% 713
2019
Q2
$401K Hold
6,320
﹤0.01% 713
2019
Q1
$401K Buy
6,320
+3,503
+124% +$222K ﹤0.01% 713
2018
Q4
$98K Buy
2,817
+317
+13% +$11K ﹤0.01% 726
2018
Q3
$76K Hold
2,500
﹤0.01% 665
2018
Q2
$94K Hold
2,500
﹤0.01% 529
2018
Q1
$98K Hold
2,500
﹤0.01% 442
2017
Q4
$94K Hold
2,500
﹤0.01% 433
2017
Q3
$94K Hold
2,500
﹤0.01% 422
2017
Q2
$81K Buy
+2,500
New +$81K ﹤0.01% 405
2017
Q1
Sell
-141
Closed -$5K 1257
2016
Q4
$5K Buy
+141
New +$5K ﹤0.01% 854