Great Valley Advisor Group’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	$242K	Buy	2,236 +140	+7%	+$16.1K	﹤0.01%	885
2025 Q4	$209K	Buy	+2,096	New	+$189K	﹤0.01%	892
2023 Q3	–	Sell	-8,091	Closed	-$345K	–	713
2023 Q2	$345K	Sell	8,091 -13,567	-63%	-$616K	0.01%	529
2023 Q1	$1.06M	Sell	21,658 -2,315	-10%	-$112K	0.05%	298
2022 Q4	$1.13M	Buy	23,973 +3,178	+15%	+$142K	0.06%	310
2022 Q3	$874K	Buy	20,795 +8,221	+65%	+$384K	0.05%	326
2022 Q2	$750K	Buy	12,574 +6,470	+106%	+$458K	0.04%	351
2022 Q1	$485K	Buy	6,104 +1,859	+44%	+$126K	0.03%	396
2021 Q4	$263K	Buy	+4,245	New	+$241K	0.02%	518
2020 Q1	–	Sell	-51,032	Closed	-$2.22M	–	358
2019 Q4	$2.22M	Sell	51,032 -771	-1%	-$30.1K	0.49%	62
2019 Q3	$1.96M	Sell	51,803 -8,394	-14%	-$326K	0.47%	64
2019 Q2	$2.32M	Buy	60,197 +35,822	+147%	+$1.21M	0.58%	47
2019 Q1	$872K	Buy	24,375 +250	+1%	+$8.47K	0.28%	108
2018 Q4	$836K	Buy	+24,125	New	+$782K	0.31%	84