Concurrent Investment Advisors’s Newmont NEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$722K	Buy	12,393 +2,881	+30%	+$168K	0.01%	709
2025 Q1	$459K	Sell	9,512 -24,835	-72%	-$1.2M	0.01%	766
2024 Q4	$1.28M	Buy	34,347 +6,549	+24%	+$244K	0.03%	427
2024 Q3	$1.49M	Buy	27,798 +4,469	+19%	+$239K	0.04%	378
2024 Q2	$977K	Buy	+23,329	New	+$977K	0.03%	434