Concord Wealth Partners’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Buy |
457
+385
| +535% | +$22.5K | ﹤0.01% | 431 |
|
|
2025
Q1 | $3.48K | Sell |
72
-6,255
| -99% | -$302K | ﹤0.01% | 633 |
|
|
2024
Q4 | $236K | Sell |
6,327
-520
| -8% | -$19.4K | 0.04% | 191 |
|
|
2024
Q3 | $366K | Buy |
6,847
+96
| +1% | +$5.13K | 0.06% | 154 |
|
|
2024
Q2 | $283K | Sell |
6,751
-81
| -1% | -$3.39K | 0.05% | 167 |
|
|
2024
Q1 | $245K | Buy |
6,832
+1,521
| +29% | +$54.5K | 0.04% | 190 |
|
|
2023
Q4 | $220K | Sell |
5,311
-713
| -12% | -$29.5K | 0.04% | 186 |
|
|
2023
Q3 | $223K | Buy |
6,024
+2,749
| +84% | +$102K | 0.05% | 187 |
|
|
2023
Q2 | $140K | Buy |
3,275
+1,365
| +71% | +$58.2K | 0.03% | 231 |
|
|
2023
Q1 | $93.6K | Sell |
1,910
-356
| -16% | -$17.5K | 0.03% | 257 |
|
|
2022
Q4 | $107K | Buy |
+2,266
| New | +$107K | 0.03% | 239 |
|
|
2022
Q3 | – | Sell |
-630
| Closed | -$38K | – | 769 |
|
|
2022
Q2 | $38K | Buy |
630
+415
| +193% | +$25K | 0.01% | 417 |
|
|
2022
Q1 | $17K | Buy |
+215
| New | +$17K | ﹤0.01% | 664 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1085 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 932 |
|