Creative Planning’s Harmony Gold Mining HMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.79M | Buy |
181,502
+23,561
| +15% | +$466K | ﹤0.01% | 1643 |
|
|
2025
Q4 | $3.14M | Buy |
157,941
+45,454
| +40% | +$848K | ﹤0.01% | 1359 |
|
|
2025
Q3 | $2.04M | Buy |
112,487
+26,111
| +30% | +$394K | ﹤0.01% | 1529 |
|
|
2025
Q2 | $1.21M | Sell |
86,376
-6,390
| -7% | -$96.6K | ﹤0.01% | 1707 |
|
|
2025
Q1 | $1.37M | Buy |
92,766
+7,968
| +9% | +$88.8K | ﹤0.01% | 1466 |
|
|
2024
Q4 | $696K | Buy |
84,798
+25,112
| +42% | +$244K | ﹤0.01% | 1925 |
|
|
2024
Q3 | $607K | Buy |
59,686
+2,061
| +4% | +$20.1K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $528K | Buy |
57,625
+9,859
| +21% | +$88.3K | ﹤0.01% | 1902 |
|
|
2024
Q1 | $390K | Buy |
47,766
+2,860
| +6% | +$18.3K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $276K | Buy |
44,906
+9,822
| +28% | +$51.6K | ﹤0.01% | 2149 |
|
|
2023
Q3 | $132K | Sell |
35,084
-9,834
| -22% | -$40.5K | ﹤0.01% | 2345 |
|
|
2023
Q2 | $189K | Buy |
44,918
+2,034
| +5% | +$9.37K | ﹤0.01% | 2231 |
|
|
2023
Q1 | $176K | Sell |
42,884
-1,188
| -3% | -$4.23K | ﹤0.01% | 2165 |
|
|
2022
Q4 | $150K | Buy |
44,072
+9,597
| +28% | +$30.3K | ﹤0.01% | 2080 |
|
|
2022
Q3 | $84K | Buy |
34,475
+20,237
| +142% | +$58.6K | ﹤0.01% | 2057 |
|
|
2022
Q2 | $45K | Buy |
14,238
+584
| +4% | +$2.25K | ﹤0.01% | 2064 |
|
|
2022
Q1 | $69K | Sell |
13,654
-4,750
| -26% | -$20.3K | ﹤0.01% | 2025 |
|
|
2021
Q4 | $76K | Sell |
18,404
-4,000
| -18% | -$15.3K | ﹤0.01% | 1969 |
|
|
2021
Q3 | $71K | Hold |
22,404
| – | – | ﹤0.01% | 1977 |
|
|
2021
Q2 | $84K | Hold |
22,404
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q1 | $98K | Hold |
22,404
| – | – | ﹤0.01% | 2253 |
|
|
2020
Q4 | $105K | Sell |
22,404
-10,000
| -31% | -$49.3K | ﹤0.01% | 2021 |
|
|
2020
Q3 | $171K | Hold |
32,404
| – | – | ﹤0.01% | 1718 |
|
|
2020
Q2 | $135K | Hold |
32,404
| – | – | ﹤0.01% | 1612 |
|
|
2020
Q1 | $71K | Sell |
32,404
-193,610
| -86% | -$636K | ﹤0.01% | 1585 |
|
|
2019
Q4 | $820K | Hold |
226,014
| – | – | ﹤0.01% | 879 |
|
|
2019
Q3 | $642K | Buy |
226,014
+1,529
| +0.7% | +$4.48K | ﹤0.01% | 940 |
|
|
2019
Q2 | $510K | Sell |
224,485
-8,000
| -3% | -$14.7K | ﹤0.01% | 1067 |
|
|
2019
Q1 | $442K | Hold |
232,485
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q4 | $416K | Sell |
232,485
-1,000
| -0.4% | -$1.75K | ﹤0.01% | 1060 |
|
|
2018
Q3 | $388K | Sell |
233,485
-2,973
| -1% | -$5K | ﹤0.01% | 1238 |
|
|
2018
Q2 | $369K | Buy |
236,458
+4,750
| +2% | +$8.88K | ﹤0.01% | 1249 |
|
|
2018
Q1 | $554K | Sell |
231,708
-18,000
| -7% | -$35.8K | ﹤0.01% | 1027 |
|
|
2017
Q4 | $467K | Sell |
249,708
-5,151
| -2% | -$9.22K | ﹤0.01% | 1119 |
|
|
2017
Q3 | $466K | Sell |
254,859
-11,997
| -4% | -$22K | ﹤0.01% | 1091 |
|
|
2017
Q2 | $440K | Buy |
266,856
+13,167
| +5% | +$28.3K | ﹤0.01% | 1082 |
|
|
2017
Q1 | $622K | Buy |
253,689
+2,521
| +1% | +$6.29K | ﹤0.01% | 878 |
|
|
2016
Q4 | $555K | Buy |
251,168
+990
| +0.4% | +$2.63K | ﹤0.01% | 876 |
|
|
2016
Q3 | $873K | Buy |
250,178
+220,079
| +731% | +$898K | 0.01% | 650 |
|
|
2016
Q2 | $109K | Hold |
30,099
| – | – | ﹤0.01% | 1628 |
|
|
2016
Q1 | $110K | Buy |
30,099
+20,000
| +198% | +$52.4K | ﹤0.01% | 1559 |
|
|
2015
Q4 | $9K | Sell |
10,099
-527
| -5% | -$384 | ﹤0.01% | 3355 |
|
|
2015
Q3 | $6K | Sell |
10,626
-1,400
| -12% | -$1.33K | ﹤0.01% | 3512 |
|
|
2015
Q2 | $16K | Hold |
12,026
| – | – | ﹤0.01% | 1076 |
|
|
2015
Q1 | $21K | Buy |
12,026
+427
| +4% | +$1.03K | ﹤0.01% | 2679 |
|
|
2014
Q4 | $22K | Buy |
11,599
+9,099
| +364% | +$16.7K | ﹤0.01% | 2581 |
|
|
2014
Q3 | $5K | Buy |
2,500
+1,000
| +67% | +$2.92K | ﹤0.01% | 3290 |
|
|
2014
Q2 | $4K | Hold |
1,500
| – | – | ﹤0.01% | 3305 |
|
|
2014
Q1 | $5K | Buy |
1,500
+500
| +50% | +$1.53K | ﹤0.01% | 3080 |
|
|
2013
Q4 | $3K | Sell |
1,000
-2,500
| -71% | -$7.5K | ﹤0.01% | 3003 |
|
|
2013
Q3 | $12K | Buy |
3,500
+2,200
| +169% | +$8.19K | ﹤0.01% | 2353 |
|
|
2013
Q2 | $5K | Buy |
+1,300
| New | +$5.84K | ﹤0.01% | 2542 |
|
Other funds holding HMY
