EP Wealth Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
2025
Q1
$2M Sell
2024
Q4
$1.66M Sell
2024
Q3
$2.42M Buy
2024
Q2
$1.44M Buy
2024
Q1
$1.1M Buy
2023
Q4
$1.14M Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.14M Buy
2023
Q1
Sell
2022
Q4
$217K Buy
2022
Q3
Sell
2022
Q2
$582K Buy
2022
Q1
$520K Buy
2021
Q4
$318K Sell
2021
Q3
$278K Sell
2021
Q2
$366K Buy
2021
Q1
$267K Buy