JFS Wealth Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Buy |
651
+25
| +4% | +$1.46K | ﹤0.01% | 522 |
|
|
2025
Q1 | $30.2K | Sell |
626
-3,382
| -84% | -$163K | ﹤0.01% | 571 |
|
|
2024
Q4 | $149K | Sell |
4,008
-59
| -1% | -$2.2K | 0.01% | 320 |
|
|
2024
Q3 | $217K | Buy |
4,067
+3,569
| +717% | +$191K | 0.01% | 280 |
|
|
2024
Q2 | $20.9K | Buy |
498
+32
| +7% | +$1.34K | ﹤0.01% | 591 |
|
|
2024
Q1 | $16.7K | Sell |
466
-91
| -16% | -$3.26K | ﹤0.01% | 666 |
|
|
2023
Q4 | $23.1K | Buy |
557
+115
| +26% | +$4.76K | ﹤0.01% | 555 |
|
|
2023
Q3 | $16.3K | Sell |
442
-57
| -11% | -$2.11K | ﹤0.01% | 592 |
|
|
2023
Q2 | $21.3K | Hold |
499
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $24.5K | Sell |
499
-4
| -0.8% | -$196 | ﹤0.01% | 484 |
|
|
2022
Q4 | $23.7K | Buy |
503
+238
| +90% | +$11.2K | ﹤0.01% | 492 |
|
|
2022
Q3 | $11K | Sell |
265
-342
| -56% | -$14.2K | ﹤0.01% | 703 |
|
|
2022
Q2 | $36K | Buy |
607
+110
| +22% | +$6.52K | ﹤0.01% | 460 |
|
|
2022
Q1 | $39K | Buy |
497
+71
| +17% | +$5.57K | ﹤0.01% | 475 |
|
|
2021
Q4 | $26K | Sell |
426
-596
| -58% | -$36.4K | ﹤0.01% | 527 |
|
|
2021
Q3 | $55K | Buy |
1,022
+1,008
| +7,200% | +$54.2K | 0.01% | 406 |
|
|
2021
Q2 | $1K | Sell |
14
-100
| -88% | -$7.14K | ﹤0.01% | 581 |
|
|
2021
Q1 | $7K | Buy |
114
+14
| +14% | +$860 | ﹤0.01% | 446 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 422 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$1K | – | 548 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤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% | 455 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 438 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 445 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 507 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 585 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 652 |
|
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 556 |
|