Heritage Wealth Management (Ohio)’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
Sell
2025
Q4
$564K Sell
2025
Q3
$502K Hold
2025
Q2
$347K Sell
2025
Q1
$309K Hold
2024
Q4
$238K Buy
2024
Q3
$310K Buy
2024
Q2
$239K Buy