JNBA Financial 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
Q1 | $193K | Sell |
1,781
-950
| -35% | -$110K | 0.02% | 187 |
|
|
2025
Q4 | $273K | Buy |
2,731
+31
| +1% | +$2.8K | 0.02% | 171 |
|
|
2025
Q3 | $228K | Sell |
2,700
-300
| -10% | -$20.9K | 0.02% | 174 |
|
|
2025
Q2 | $175K | Hold |
3,000
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $145K | Hold |
3,000
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $112K | Hold |
3,000
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $160K | Hold |
3,000
| – | – | 0.02% | 192 |
|
|
2024
Q2 | $126K | Hold |
3,000
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $108K | Sell |
3,000
-800
| -21% | -$27.6K | 0.01% | 224 |
|
|
2023
Q4 | $157K | Buy |
3,800
+800
| +27% | +$30.9K | 0.02% | 200 |
|
|
2023
Q3 | $111K | Hold |
3,000
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $128K | Hold |
3,000
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $147K | Hold |
3,000
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $142K | Hold |
3,000
| – | – | 0.02% | 204 |
|
|
2022
Q3 | $126K | Hold |
3,000
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $179K | Sell |
3,000
-100
| -3% | -$7.08K | 0.03% | 187 |
|
|
2022
Q1 | $246K | Sell |
3,100
-900
| -23% | -$60.9K | 0.03% | 176 |
|
|
2021
Q4 | $248K | Hold |
4,000
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $217K | Hold |
4,000
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $254K | Hold |
4,000
| – | – | 0.03% | 177 |
|
|
2021
Q1 | $241K | Hold |
4,000
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $240K | Hold |
4,000
| – | – | 0.04% | 164 |
|
|
2020
Q3 | $254K | Buy |
+4,000
| New | +$261K | 0.05% | 137 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$1K | – | 661 |
|
|
2019
Q2 | $1K | Buy |
+32
| New | +$1.08K | ﹤0.01% | 642 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$15K | – | 661 |
|
|
2018
Q3 | $15K | Buy |
+500
| New | +$16.9K | 0.01% | 339 |
|
|
2016
Q4 | – | Sell |
-2,443
| Closed | -$96K | – | 1023 |
|
|
2016
Q3 | $96K | Buy |
+2,443
| New | +$101K | 0.01% | 371 |
|
|
2014
Q4 | – | Sell |
-1,100
| Closed | -$25K | – | 578 |
|
|
2014
Q3 | $25K | Hold |
1,100
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $28K | Sell |
1,100
-1,100
| -50% | -$26.5K | 0.01% | 231 |
|
|
2014
Q1 | $52K | Buy |
+2,200
| New | +$52.4K | 0.03% | 167 |
|
Other funds holding NEM
VCM
VPM
