Jeppson Wealth Management’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 | $467K | Sell |
4,318
-25
| -0.6% | -$2.88K | 0.15% | 129 |
|
|
2025
Q4 | $434K | Hold |
4,343
| – | – | 0.14% | 136 |
|
|
2025
Q3 | $366K | Hold |
4,343
| – | – | 0.12% | 154 |
|
|
2025
Q2 | $253K | Buy |
4,343
+100
| +2% | +$5.34K | 0.09% | 184 |
|
|
2025
Q1 | $205K | Buy |
+4,243
| New | +$186K | 0.08% | 194 |
|
|
2024
Q4 | – | Sell |
-4,043
| Closed | -$216K | – | 203 |
|
|
2024
Q3 | $216K | Buy |
+4,043
| New | +$201K | 0.08% | 188 |
|
|
2024
Q1 | – | Sell |
-8,716
| Closed | -$361K | – | 214 |
|
|
2023
Q4 | $361K | Sell |
8,716
-3,498
| -29% | -$135K | 0.15% | 139 |
|
|
2023
Q3 | $451K | Buy |
12,214
+1,752
| +17% | +$71.2K | 0.21% | 115 |
|
|
2023
Q2 | $446K | Buy |
10,462
+464
| +5% | +$21.1K | 0.19% | 115 |
|
|
2023
Q1 | $490K | Buy |
9,998
+216
| +2% | +$10.5K | 0.21% | 112 |
|
|
2022
Q4 | $462K | Sell |
9,782
-828
| -8% | -$37K | 0.19% | 116 |
|
|
2022
Q3 | $446K | Buy |
10,610
+1,760
| +20% | +$82.2K | 0.2% | 106 |
|
|
2022
Q2 | $528K | Sell |
8,850
-45
| -0.5% | -$3.18K | 0.23% | 98 |
|
|
2022
Q1 | $706K | Sell |
8,895
-28
| -0.3% | -$1.89K | 0.33% | 73 |
|
|
2021
Q4 | $553K | Sell |
8,923
-1,044
| -10% | -$59.2K | 0.27% | 86 |
|
|
2021
Q3 | $541K | Buy |
9,967
+1,257
| +14% | +$74.1K | 0.28% | 79 |
|
|
2021
Q2 | $552K | Sell |
8,710
-50
| -0.6% | -$3.35K | 0.3% | 75 |
|
|
2021
Q1 | $527K | Buy |
8,760
+2,290
| +35% | +$137K | 0.31% | 72 |
|
|
2020
Q4 | $387K | Buy |
6,470
+3,740
| +137% | +$230K | 0.26% | 90 |
|
|
2020
Q3 | $173K | Buy |
+2,730
| New | +$178K | 0.14% | 124 |
|
Other funds holding NEM
VCM
VPM
