JFS Wealth Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $74.9K | Sell |
802
-17
| -2% | -$1.85K | ﹤0.01% | 474 |
|
|
2026
Q1 | $88.7K | Buy |
819
+19
| +2% | +$2.19K | 0.01% | 425 |
|
|
2025
Q4 | $79.9K | Buy |
800
+149
| +23% | +$13.5K | ﹤0.01% | 446 |
|
|
2025
Q3 | $54.9K | Hold |
651
| – | – | ﹤0.01% | 491 |
|
|
2025
Q2 | $37.9K | Buy |
651
+25
| +4% | +$1.33K | ﹤0.01% | 522 |
|
|
2025
Q1 | $30.2K | Sell |
626
-3,382
| -84% | -$148K | ﹤0.01% | 571 |
|
|
2024
Q4 | $149K | Sell |
4,008
-59
| -1% | -$2.69K | 0.01% | 320 |
|
|
2024
Q3 | $217K | Buy |
4,067
+3,569
| +717% | +$177K | 0.01% | 280 |
|
|
2024
Q2 | $20.9K | Buy |
498
+32
| +7% | +$1.31K | ﹤0.01% | 591 |
|
|
2024
Q1 | $16.7K | Sell |
466
-91
| -16% | -$3.14K | ﹤0.01% | 666 |
|
|
2023
Q4 | $23.1K | Buy |
557
+115
| +26% | +$4.44K | ﹤0.01% | 555 |
|
|
2023
Q3 | $16.3K | Sell |
442
-57
| -11% | -$2.32K | ﹤0.01% | 592 |
|
|
2023
Q2 | $21.3K | Hold |
499
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $24.5K | Sell |
499
-4
| -0.8% | -$194 | ﹤0.01% | 484 |
|
|
2022
Q4 | $23.7K | Buy |
503
+238
| +90% | +$10.6K | ﹤0.01% | 492 |
|
|
2022
Q3 | $11K | Sell |
265
-342
| -56% | -$16K | ﹤0.01% | 703 |
|
|
2022
Q2 | $36K | Buy |
607
+110
| +22% | +$7.78K | ﹤0.01% | 460 |
|
|
2022
Q1 | $39K | Buy |
497
+71
| +17% | +$4.8K | ﹤0.01% | 475 |
|
|
2021
Q4 | $26K | Sell |
426
-596
| -58% | -$33.8K | ﹤0.01% | 527 |
|
|
2021
Q3 | $55K | Buy |
1,022
+1,008
| +7,200% | +$59.4K | 0.01% | 406 |
|
|
2021
Q2 | $1K | Sell |
14
-100
| -88% | -$6.7K | ﹤0.01% | 582 |
|
|
2021
Q1 | $7K | Buy |
114
+14
| +14% | +$838 | ﹤0.01% | 446 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $6K | Buy |
+100
| New | +$5.92K | ﹤0.01% | 422 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$1K | – | 548 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $1K | Buy |
+30
| New | +$1.17K | ﹤0.01% | 489 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 477 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 507 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 537 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 523 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 558 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 551 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 454 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 437 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 444 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 476 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 506 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 584 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 651 |
|
|
2015
Q4 | $0 | Buy |
+3
| New | +$55 | ﹤0.01% | 555 |
|
Other funds holding NEM
JFS Wealth Advisors's NEM Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Newmont (NEM) stake by 2.1% in Q2 2026, selling an estimated $1.85K and leaving 802 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #474.
JFS Wealth Advisors first reported a position in NEM in Q4 2015 and has held it in 41 quarters since. The position peaked at $217K in Q3 2024. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.
- JFS Wealth Advisors held 802 shares of Newmont worth $74.9K as of Q2 2026.
- JFS Wealth Advisors sold 17 Newmont shares in Q2 2026, an estimated $1.85K.
- Newmont made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #474 holding.
- JFS Wealth Advisors first reported a position in Newmont in Q4 2015 and has held it in 41 quarters since.
- JFS Wealth Advisors's Newmont position peaked at $217K in Q3 2024.
- 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.