Clearstead Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.91M | Buy |
45,312
+11,973
| +36% | +$1.38M | 0.05% | 236 |
|
|
2025
Q4 | $3.33M | Buy |
33,339
+2,206
| +7% | +$199K | 0.04% | 253 |
|
|
2025
Q3 | $2.62M | Buy |
31,133
+3,319
| +12% | +$231K | 0.04% | 279 |
|
|
2025
Q2 | $1.62M | Buy |
27,814
+6,324
| +29% | +$338K | 0.02% | 351 |
|
|
2025
Q1 | $1.04M | Buy |
21,490
+4,663
| +28% | +$205K | 0.02% | 401 |
|
|
2024
Q4 | $626K | Sell |
16,827
-10,878
| -39% | -$496K | 0.01% | 517 |
|
|
2024
Q3 | $1.48M | Buy |
27,705
+4,048
| +17% | +$201K | 0.02% | 346 |
|
|
2024
Q2 | $991K | Buy |
23,657
+22,744
| +2,491% | +$930K | 0.02% | 398 |
|
|
2024
Q1 | $38.8K | Buy |
913
+135
| +17% | +$4.65K | ﹤0.01% | 831 |
|
|
2023
Q4 | $32.2K | Sell |
778
-554
| -42% | -$21.4K | ﹤0.01% | 851 |
|
|
2023
Q3 | $49.2K | Sell |
1,332
-8,682
| -87% | -$353K | ﹤0.01% | 888 |
|
|
2023
Q2 | $427K | Sell |
10,014
-30
| -0.3% | -$1.36K | 0.03% | 309 |
|
|
2023
Q1 | $492K | Sell |
10,044
-836
| -8% | -$40.5K | 0.04% | 265 |
|
|
2022
Q4 | $514K | Sell |
10,880
-285
| -3% | -$12.7K | 0.04% | 252 |
|
|
2022
Q3 | $469K | Sell |
11,165
-652
| -6% | -$30.5K | 0.04% | 235 |
|
|
2022
Q2 | $705K | Buy |
11,817
+1,003
| +9% | +$71K | 0.06% | 207 |
|
|
2022
Q1 | $859K | Buy |
10,814
+853
| +9% | +$57.7K | 0.06% | 194 |
|
|
2021
Q4 | $618K | Buy |
9,961
+9,420
| +1,741% | +$534K | 0.04% | 228 |
|
|
2021
Q3 | $29K | Buy |
+541
| New | +$31.9K | ﹤0.01% | 712 |
|
|
2020
Q4 | – | Sell |
-516
| Closed | -$33K | – | 1005 |
|
|
2020
Q3 | $33K | Buy |
+516
| New | +$33.6K | ﹤0.01% | 520 |
|
Other funds holding NEM
VCM
VPM
