Integrated Wealth Concepts’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
30,469
+4,213
| +16% | +$245K | 0.02% | 655 |
|
|
2025
Q1 | $1.27M | Buy |
26,256
+9,452
| +56% | +$456K | 0.01% | 725 |
|
|
2024
Q4 | $625K | Sell |
16,804
-697
| -4% | -$25.9K | 0.01% | 1026 |
|
|
2024
Q3 | $935K | Sell |
17,501
-2,374
| -12% | -$127K | 0.01% | 829 |
|
|
2024
Q2 | $832K | Sell |
19,875
-6,952
| -26% | -$291K | 0.01% | 840 |
|
|
2024
Q1 | $961K | Buy |
26,827
+9,852
| +58% | +$353K | 0.01% | 768 |
|
|
2023
Q4 | $703K | Sell |
16,975
-4,757
| -22% | -$197K | 0.01% | 863 |
|
|
2023
Q3 | $803K | Buy |
21,732
+938
| +5% | +$34.7K | 0.01% | 777 |
|
|
2023
Q2 | $887K | Buy |
20,794
+11,531
| +124% | +$492K | 0.02% | 728 |
|
|
2023
Q1 | $454K | Buy |
+9,263
| New | +$454K | 0.01% | 886 |
|
|
2021
Q4 | – | Sell |
-6,248
| Closed | -$339K | – | 1011 |
|
|
2021
Q3 | $339K | Buy |
+6,248
| New | +$339K | 0.01% | 695 |
|