EWM
Empirical Wealth Management’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
39,075
+1,597
| +4% | +$93K | 0.05% | 216 |
|
|
2025
Q1 | $1.81M | Buy |
+37,478
| New | +$1.81M | 0.05% | 223 |
|
|
2024
Q4 | – | Sell |
-4,400
| Closed | -$235K | – | 618 |
|
|
2024
Q3 | $235K | Buy |
+4,400
| New | +$235K | 0.01% | 505 |
|
|
2023
Q1 | – | Sell |
-4,251
| Closed | -$201K | – | 476 |
|
|
2022
Q4 | $201K | Buy |
+4,251
| New | +$201K | 0.01% | 440 |
|
|
2022
Q3 | – | Sell |
-3,370
| Closed | -$201K | – | 475 |
|
|
2022
Q2 | $201K | Buy |
+3,370
| New | +$201K | 0.01% | 441 |
|
|
2021
Q3 | – | Sell |
-7,337
| Closed | -$465K | – | 472 |
|
|
2021
Q2 | $465K | Buy |
7,337
+2,579
| +54% | +$163K | 0.03% | 311 |
|
|
2021
Q1 | $287K | Buy |
+4,758
| New | +$287K | 0.02% | 330 |
|