Creative Planning’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 | $29.1M | Buy |
269,020
+22,655
| +9% | +$2.61M | 0.02% | 320 |
|
|
2025
Q4 | $24.6M | Buy |
246,365
+53,637
| +28% | +$4.85M | 0.02% | 319 |
|
|
2025
Q3 | $16.2M | Buy |
192,728
+37,091
| +24% | +$2.59M | 0.01% | 420 |
|
|
2025
Q2 | $9.07M | Buy |
155,637
+21,508
| +16% | +$1.15M | 0.01% | 537 |
|
|
2025
Q1 | $6.48M | Buy |
134,129
+21,833
| +19% | +$958K | 0.01% | 622 |
|
|
2024
Q4 | $4.18M | Sell |
112,296
-17,083
| -13% | -$779K | ﹤0.01% | 730 |
|
|
2024
Q3 | $6.92M | Buy |
129,379
+24,536
| +23% | +$1.22M | 0.01% | 543 |
|
|
2024
Q2 | $4.39M | Buy |
104,843
+27,722
| +36% | +$1.13M | ﹤0.01% | 671 |
|
|
2024
Q1 | $2.76M | Buy |
77,121
+13,255
| +21% | +$457K | ﹤0.01% | 835 |
|
|
2023
Q4 | $2.64M | Buy |
63,866
+16,283
| +34% | +$629K | ﹤0.01% | 795 |
|
|
2023
Q3 | $1.76M | Sell |
47,583
-3,001
| -6% | -$122K | ﹤0.01% | 908 |
|
|
2023
Q2 | $2.16M | Buy |
50,584
+5,552
| +12% | +$252K | ﹤0.01% | 784 |
|
|
2023
Q1 | $2.21M | Buy |
45,032
+3,690
| +9% | +$179K | ﹤0.01% | 747 |
|
|
2022
Q4 | $1.95M | Sell |
41,342
-3,328
| -7% | -$149K | ﹤0.01% | 756 |
|
|
2022
Q3 | $1.88M | Buy |
44,670
+13,006
| +41% | +$608K | ﹤0.01% | 719 |
|
|
2022
Q2 | $1.89M | Buy |
31,664
+6,671
| +27% | +$472K | ﹤0.01% | 736 |
|
|
2022
Q1 | $1.99M | Sell |
24,993
-1,039
| -4% | -$70.3K | ﹤0.01% | 726 |
|
|
2021
Q4 | $1.61M | Buy |
26,032
+3,330
| +15% | +$189K | ﹤0.01% | 760 |
|
|
2021
Q3 | $1.23M | Sell |
22,702
-3,941
| -15% | -$232K | ﹤0.01% | 854 |
|
|
2021
Q2 | $1.69M | Sell |
26,643
-13,991
| -34% | -$938K | ﹤0.01% | 737 |
|
|
2021
Q1 | $2.45M | Buy |
40,634
+1,899
| +5% | +$114K | ﹤0.01% | 641 |
|
|
2020
Q4 | $2.32M | Buy |
38,735
+12,716
| +49% | +$784K | 0.01% | 610 |
|
|
2020
Q3 | $1.65M | Sell |
26,019
-584
| -2% | -$38.1K | ﹤0.01% | 629 |
|
|
2020
Q2 | $1.64M | Buy |
26,603
+486
| +2% | +$28.8K | ﹤0.01% | 564 |
|
|
2020
Q1 | $1.18M | Sell |
26,117
-15,045
| -37% | -$679K | ﹤0.01% | 583 |
|
|
2019
Q4 | $1.79M | Buy |
41,162
+6,648
| +19% | +$260K | 0.01% | 552 |
|
|
2019
Q3 | $1.31M | Buy |
34,514
+12,475
| +57% | +$485K | ﹤0.01% | 648 |
|
|
2019
Q2 | $848K | Buy |
22,039
+8,517
| +63% | +$288K | ﹤0.01% | 829 |
|
|
2019
Q1 | $484K | Buy |
13,522
+2,304
| +21% | +$78.1K | ﹤0.01% | 1041 |
|
|
2018
Q4 | $389K | Buy |
11,218
+1,559
| +16% | +$50.5K | ﹤0.01% | 1087 |
|
|
2018
Q3 | $292K | Buy |
9,659
+1,655
| +21% | +$56K | ﹤0.01% | 1418 |
|
|
2018
Q2 | $302K | Sell |
8,004
-1,128
| -12% | -$44.4K | ﹤0.01% | 1374 |
|
|
2018
Q1 | $357K | Sell |
9,132
-1,127
| -11% | -$43.5K | ﹤0.01% | 1256 |
|
|
2017
Q4 | $385K | Buy |
10,259
+469
| +5% | +$17.2K | ﹤0.01% | 1223 |
|
|
2017
Q3 | $367K | Buy |
9,790
+1,029
| +12% | +$37.4K | ﹤0.01% | 1210 |
|
|
2017
Q2 | $284K | Buy |
8,761
+1,598
| +22% | +$53.8K | ﹤0.01% | 1317 |
|
|
2017
Q1 | $236K | Buy |
7,163
+453
| +7% | +$15.8K | ﹤0.01% | 1396 |
|
|
2016
Q4 | $229K | Buy |
6,710
+1,090
| +19% | +$37.2K | ﹤0.01% | 1343 |
|
|
2016
Q3 | $221K | Sell |
5,620
-1,171
| -17% | -$48.5K | ﹤0.01% | 1350 |
|
|
2016
Q2 | $266K | Sell |
6,791
-144
| -2% | -$4.77K | ﹤0.01% | 1110 |
|
|
2016
Q1 | $184K | Sell |
6,935
-2,327
| -25% | -$53.9K | ﹤0.01% | 1256 |
|
|
2015
Q4 | $167K | Sell |
9,262
-7,569
| -45% | -$139K | ﹤0.01% | 1315 |
|
|
2015
Q3 | $270K | Buy |
16,831
+4,614
| +38% | +$82.6K | ﹤0.01% | 1025 |
|
|
2015
Q2 | $285K | Sell |
12,217
-632
| -5% | -$15.8K | ﹤0.01% | 805 |
|
|
2015
Q1 | $279K | Sell |
12,849
-1,403
| -10% | -$32.8K | ﹤0.01% | 1035 |
|
|
2014
Q4 | $269K | Buy |
14,252
+4,528
| +47% | +$91.2K | ﹤0.01% | 986 |
|
|
2014
Q3 | $224K | Sell |
9,724
-2,006
| -17% | -$51.2K | ﹤0.01% | 998 |
|
|
2014
Q2 | $298K | Sell |
11,730
-1,349
| -10% | -$32.5K | ﹤0.01% | 845 |
|
|
2014
Q1 | $307K | Buy |
13,079
+4,128
| +46% | +$98.2K | ﹤0.01% | 810 |
|
|
2013
Q4 | $206K | Sell |
8,951
-1,337
| -13% | -$34.3K | ﹤0.01% | 852 |
|
|
2013
Q3 | $289K | Sell |
10,288
-2,533
| -20% | -$75.1K | 0.01% | 615 |
|
|
2013
Q2 | $384K | Buy |
+12,821
| New | +$430K | 0.01% | 477 |
|
Other funds holding NEM
VCM
VPM
