EP Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
43,980
+2,625
| +6% | +$153K | 0.02% | 365 |
|
|
2025
Q1 | $2M | Sell |
41,355
-3,122
| -7% | -$151K | 0.02% | 370 |
|
|
2024
Q4 | $1.66M | Sell |
44,477
-748
| -2% | -$27.8K | 0.01% | 387 |
|
|
2024
Q3 | $2.42M | Buy |
45,225
+10,811
| +31% | +$578K | 0.02% | 319 |
|
|
2024
Q2 | $1.44M | Buy |
34,414
+3,845
| +13% | +$161K | 0.02% | 330 |
|
|
2024
Q1 | $1.1M | Buy |
30,569
+3,028
| +11% | +$109K | 0.01% | 363 |
|
|
2023
Q4 | $1.14M | Sell |
27,541
-1,943
| -7% | -$80.4K | 0.01% | 348 |
|
|
2023
Q3 | $1.09M | Sell |
29,484
-46,605
| -61% | -$1.72M | 0.02% | 313 |
|
|
2023
Q2 | $1.14M | Buy |
+76,089
| New | +$1.14M | 0.02% | 308 |
|
|
2023
Q1 | – | Sell |
-4,601
| Closed | -$217K | – | 679 |
|
|
2022
Q4 | $217K | Buy |
+4,601
| New | +$217K | ﹤0.01% | 533 |
|
|
2022
Q3 | – | Sell |
-9,748
| Closed | -$582K | – | 526 |
|
|
2022
Q2 | $582K | Buy |
9,748
+3,208
| +49% | +$192K | 0.01% | 342 |
|
|
2022
Q1 | $520K | Buy |
6,540
+1,417
| +28% | +$113K | 0.01% | 376 |
|
|
2021
Q4 | $318K | Sell |
5,123
-2
| -0% | -$124 | 0.01% | 449 |
|
|
2021
Q3 | $278K | Sell |
5,125
-651
| -11% | -$35.3K | 0.01% | 447 |
|
|
2021
Q2 | $366K | Buy |
5,776
+1,343
| +30% | +$85.1K | 0.01% | 400 |
|
|
2021
Q1 | $267K | Buy |
+4,433
| New | +$267K | 0.01% | 422 |
|