Heritage Wealth Management (Ohio)’s Newmont NEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Sell	5,950 -445	-7%	-$25.9K	0.11%	173
2025 Q1	$309K	Hold	6,395	–	–	0.11%	179
2024 Q4	$238K	Buy	6,395 +600	+10%	+$22.3K	0.08%	206
2024 Q3	$310K	Buy	5,795 +430	+8%	+$23K	0.1%	180
2024 Q2	$239K	Buy	+5,365	New	+$239K	0.08%	201