Creative Planning’s Harmony Gold Mining HMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
86,376
-6,390
| -7% | -$89.3K | ﹤0.01% | 1702 |
|
|
2025
Q1 | $1.37M | Buy |
92,766
+7,968
| +9% | +$118K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $696K | Buy |
84,798
+25,112
| +42% | +$206K | ﹤0.01% | 1919 |
|
|
2024
Q3 | $607K | Buy |
59,686
+2,061
| +4% | +$21K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $528K | Buy |
57,625
+9,859
| +21% | +$90.4K | ﹤0.01% | 1895 |
|
|
2024
Q1 | $390K | Buy |
47,766
+2,860
| +6% | +$23.4K | ﹤0.01% | 2033 |
|
|
2023
Q4 | $276K | Buy |
44,906
+9,822
| +28% | +$60.4K | ﹤0.01% | 2143 |
|
|
2023
Q3 | $132K | Sell |
35,084
-9,834
| -22% | -$37K | ﹤0.01% | 2336 |
|
|
2023
Q2 | $189K | Buy |
44,918
+2,034
| +5% | +$8.54K | ﹤0.01% | 2221 |
|
|
2023
Q1 | $176K | Sell |
42,884
-1,188
| -3% | -$4.87K | ﹤0.01% | 2156 |
|
|
2022
Q4 | $150K | Buy |
44,072
+9,597
| +28% | +$32.6K | ﹤0.01% | 2071 |
|
|
2022
Q3 | $84K | Buy |
34,475
+20,237
| +142% | +$49.3K | ﹤0.01% | 2035 |
|
|
2022
Q2 | $45K | Buy |
14,238
+584
| +4% | +$1.85K | ﹤0.01% | 2044 |
|
|
2022
Q1 | $69K | Sell |
13,654
-4,750
| -26% | -$24K | ﹤0.01% | 2019 |
|
|
2021
Q4 | $76K | Sell |
18,404
-4,000
| -18% | -$16.5K | ﹤0.01% | 1969 |
|
|
2021
Q3 | $71K | Hold |
22,404
| – | – | ﹤0.01% | 1967 |
|
|
2021
Q2 | $84K | Hold |
22,404
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q1 | $98K | Hold |
22,404
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q4 | $105K | Sell |
22,404
-10,000
| -31% | -$46.9K | ﹤0.01% | 1964 |
|
|
2020
Q3 | $171K | Hold |
32,404
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q2 | $135K | Hold |
32,404
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q1 | $71K | Sell |
32,404
-193,610
| -86% | -$424K | ﹤0.01% | 1562 |
|
|
2019
Q4 | $820K | Hold |
226,014
| – | – | ﹤0.01% | 874 |
|
|
2019
Q3 | $642K | Buy |
226,014
+1,529
| +0.7% | +$4.34K | ﹤0.01% | 937 |
|
|
2019
Q2 | $510K | Sell |
224,485
-8,000
| -3% | -$18.2K | ﹤0.01% | 1062 |
|
|
2019
Q1 | $442K | Hold |
232,485
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q4 | $416K | Sell |
232,485
-1,000
| -0.4% | -$1.79K | ﹤0.01% | 1054 |
|
|
2018
Q3 | $388K | Sell |
233,485
-2,973
| -1% | -$4.94K | ﹤0.01% | 1228 |
|
|
2018
Q2 | $369K | Buy |
236,458
+4,750
| +2% | +$7.41K | ﹤0.01% | 1239 |
|
|
2018
Q1 | $554K | Sell |
231,708
-18,000
| -7% | -$43K | ﹤0.01% | 1017 |
|
|
2017
Q4 | $467K | Sell |
249,708
-5,151
| -2% | -$9.63K | ﹤0.01% | 1110 |
|
|
2017
Q3 | $466K | Sell |
254,859
-11,997
| -4% | -$21.9K | ﹤0.01% | 1083 |
|
|
2017
Q2 | $440K | Buy |
266,856
+13,167
| +5% | +$21.7K | ﹤0.01% | 1073 |
|
|
2017
Q1 | $622K | Buy |
253,689
+2,521
| +1% | +$6.18K | ﹤0.01% | 874 |
|
|
2016
Q4 | $555K | Buy |
251,168
+990
| +0.4% | +$2.19K | ﹤0.01% | 873 |
|
|
2016
Q3 | $873K | Buy |
250,178
+220,079
| +731% | +$768K | 0.01% | 647 |
|
|
2016
Q2 | $109K | Hold |
30,099
| – | – | ﹤0.01% | 1621 |
|
|
2016
Q1 | $110K | Buy |
30,099
+20,000
| +198% | +$73.1K | ﹤0.01% | 1553 |
|
|
2015
Q4 | $9K | Sell |
10,099
-527
| -5% | -$470 | ﹤0.01% | 3306 |
|
|
2015
Q3 | $6K | Sell |
10,626
-1,400
| -12% | -$791 | ﹤0.01% | 3468 |
|
|
2015
Q2 | $16K | Hold |
12,026
| – | – | ﹤0.01% | 1048 |
|
|
2015
Q1 | $21K | Buy |
12,026
+427
| +4% | +$746 | ﹤0.01% | 2656 |
|
|
2014
Q4 | $22K | Buy |
11,599
+9,099
| +364% | +$17.3K | ﹤0.01% | 2554 |
|
|
2014
Q3 | $5K | Buy |
2,500
+1,000
| +67% | +$2K | ﹤0.01% | 3228 |
|
|
2014
Q2 | $4K | Hold |
1,500
| – | – | ﹤0.01% | 3215 |
|
|
2014
Q1 | $5K | Buy |
1,500
+500
| +50% | +$1.67K | ﹤0.01% | 3010 |
|
|
2013
Q4 | $3K | Sell |
1,000
-2,500
| -71% | -$7.5K | ﹤0.01% | 3003 |
|
|
2013
Q3 | $12K | Buy |
3,500
+2,200
| +169% | +$7.54K | ﹤0.01% | 2353 |
|
|
2013
Q2 | $5K | Buy |
+1,300
| New | +$5K | ﹤0.01% | 2542 |
|