Howe & Rusling’s Newmont NEM Stock Holding History

Howe & Rusling’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Buy	5,678 +325	+6%	+$18.9K	0.02%	218
2025 Q1	$258K	Buy	+5,353	New	+$258K	0.02%	233
2024 Q4	–	Sell	-5,604	Closed	-$300K	–	446
2024 Q3	$300K	Sell	5,604 -1,067	-16%	-$57K	0.03%	208
2024 Q2	$279K	Buy	6,671 +621	+10%	+$26K	0.03%	207
2024 Q1	$217K	Sell	6,050 -685	-10%	-$24.6K	0.02%	240
2023 Q4	$279K	Sell	6,735 -1,840	-21%	-$76.2K	0.03%	197
2023 Q3	$317K	Sell	8,575 -67,909	-89%	-$2.51M	0.04%	170
2023 Q2	$3.26M	Buy	76,484 +712	+0.9%	+$30.4K	0.37%	68
2023 Q1	$3.71M	Buy	75,772 +10,112	+15%	+$496K	0.44%	64
2022 Q4	$3.1M	Sell	65,660 -6,434	-9%	-$304K	0.39%	66
2022 Q3	$3.03M	Sell	72,094 -5,208	-7%	-$219K	0.4%	70
2022 Q2	$4.61M	Buy	77,302 +99	+0.1%	+$5.91K	0.59%	60
2022 Q1	$6.13M	Buy	77,203 +12,456	+19%	+$990K	0.71%	51
2021 Q4	$4.02M	Sell	64,747 -60,182	-48%	-$3.73M	0.47%	62
2021 Q3	$6.78M	Sell	124,929 -5,746	-4%	-$312K	0.85%	43
2021 Q2	$8.28M	Buy	130,675 +71,439	+121%	+$4.53M	1.04%	35
2021 Q1	$3.57M	Buy	59,236 +24,301	+70%	+$1.46M	0.48%	63
2020 Q4	$2.09M	Buy	+34,935	New	+$2.09M	0.32%	73
2019 Q3	–	Sell	-32	Closed	-$1K	–	850
2019 Q2	$1K	Buy	+32	New	+$1K	﹤0.01%	754
2018 Q4	–	Sell	-72	Closed	-$2K	–	874
2018 Q3	$2K	Buy	+72	New	+$2K	﹤0.01%	725
2018 Q1	–	Hold	0	–	–	–	984
2017 Q4	–	Hold	0	–	–	–	887
2017 Q3	–	Hold	0	–	–	–	942
2017 Q2	–	Hold	0	–	–	–	1002
2017 Q1	–	Hold	0	–	–	–	1041
2016 Q4	–	Hold	0	–	–	–	1063
2016 Q3	–	Hold	0	–	–	–	1097
2016 Q2	–	Hold	0	–	–	–	1027
2016 Q1	–	Hold	0	–	–	–	1039
2015 Q4	–	Hold	0	–	–	–	1044
2015 Q3	–	Hold	0	–	–	–	1057
2015 Q2	–	Hold	0	–	–	–	1098
2015 Q1	–	Hold	0	–	–	–	968
2014 Q4	–	Hold	0	–	–	–	929
2014 Q3	–	Hold	0	–	–	–	922
2014 Q2	–	Hold	0	–	–	–	899
2014 Q1	–	Hold	0	–	–	–	897
2013 Q4	–	Hold	0	–	–	–	866
2013 Q3	–	Hold	0	–	–	–	915
2013 Q2	–	Hold	0	–	–	–	893