KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
13,294
+39
| +0.3% | +$2.27K | 0.61% | 31 |
|
|
2025
Q1 | $640K | Buy |
13,255
+4,903
| +59% | +$237K | 0.56% | 31 |
|
|
2024
Q4 | $311K | Buy |
8,352
+1,551
| +23% | +$57.7K | 0.23% | 60 |
|
|
2024
Q3 | $364K | Buy |
6,801
+518
| +8% | +$27.7K | 0.3% | 50 |
|
|
2024
Q2 | $263K | Buy |
+6,283
| New | +$263K | 0.25% | 61 |
|
|
2023
Q3 | – | Sell |
-12,949
| Closed | -$552K | – | 64 |
|
|
2023
Q2 | $552K | Sell |
12,949
-2,118
| -14% | -$90.3K | 0.54% | 33 |
|
|
2023
Q1 | $739K | Buy |
15,067
+322
| +2% | +$15.8K | 0.76% | 29 |
|
|
2022
Q4 | $696K | Sell |
14,745
-1,904
| -11% | -$89.9K | 0.8% | 26 |
|
|
2022
Q3 | $700K | Buy |
16,649
+859
| +5% | +$36.1K | 1.05% | 23 |
|
|
2022
Q2 | $942K | Buy |
15,790
+245
| +2% | +$14.6K | 1.41% | 19 |
|
|
2022
Q1 | $1.24M | Buy |
15,545
+284
| +2% | +$22.6K | 2.82% | 10 |
|
|
2021
Q4 | $946K | Buy |
15,261
+3,289
| +27% | +$204K | 1.15% | 22 |
|
|
2021
Q3 | $650K | Buy |
11,972
+1,507
| +14% | +$81.8K | 1.94% | 14 |
|
|
2021
Q2 | $663K | Buy |
10,465
+3,000
| +40% | +$190K | 0.26% | 64 |
|
|
2021
Q1 | $450K | Buy |
+7,465
| New | +$450K | 0.24% | 86 |
|