Heritage Wealth Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Hold |
250
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $12.1K | Sell |
250
-27
| -10% | -$1.3K | ﹤0.01% | 410 |
|
|
2024
Q4 | $10.3K | Buy |
277
+5
| +2% | +$186 | ﹤0.01% | 439 |
|
|
2024
Q3 | $14.6K | Buy |
272
+22
| +9% | +$1.18K | ﹤0.01% | 420 |
|
|
2024
Q2 | $10.5K | Sell |
250
-695
| -74% | -$29.1K | ﹤0.01% | 423 |
|
|
2024
Q1 | $33.9K | Buy |
+945
| New | +$33.9K | ﹤0.01% | 359 |
|
|
2023
Q4 | – | Hold |
0
| – | -$8 | – | 553 |
|
|
2023
Q3 | – | Sell |
-732,564
| Closed | -$31.3M | – | 520 |
|
|
2023
Q2 | $31.3M | Buy |
732,564
+15,061
| +2% | +$643K | 1.65% | 20 |
|
|
2023
Q1 | $35.2M | Buy |
717,503
+50,645
| +8% | +$2.48M | 1.96% | 18 |
|
|
2022
Q4 | $31.5M | Buy |
666,858
+17,651
| +3% | +$833K | 1.82% | 16 |
|
|
2022
Q3 | $27.3M | Buy |
649,207
+223,696
| +53% | +$9.4M | 1.98% | 17 |
|
|
2022
Q2 | $25.4M | Buy |
425,511
+99,761
| +31% | +$5.95M | 1.76% | 18 |
|
|
2022
Q1 | $25.9M | Buy |
325,750
+51,908
| +19% | +$4.12M | 1.43% | 17 |
|
|
2021
Q4 | $17M | Buy |
273,842
+30,495
| +13% | +$1.89M | 0.93% | 26 |
|
|
2021
Q3 | $13.2M | Buy |
243,347
+19,663
| +9% | +$1.07M | 0.81% | 30 |
|
|
2021
Q2 | $14.2M | Buy |
223,684
+23,746
| +12% | +$1.51M | 0.87% | 28 |
|
|
2021
Q1 | $12.1M | Buy |
199,938
+46,294
| +30% | +$2.79M | 0.73% | 29 |
|
|
2020
Q4 | $9.2M | Buy |
153,644
+4,609
| +3% | +$276K | 0.58% | 32 |
|
|
2020
Q3 | $9.46M | Buy |
+149,035
| New | +$9.46M | 1.22% | 23 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$652 | – | 536 |
|
|
2019
Q4 | $652 | Buy |
+15
| New | +$652 | ﹤0.01% | 694 |
|