Kestra Private Wealth Services’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Sell
46,252
-2,686
-5% -$156K 0.04% 423
2025
Q1
$2.36M Buy
48,938
+8,509
+21% +$411K 0.04% 419
2024
Q4
$1.5M Buy
40,429
+1,925
+5% +$71.6K 0.03% 513
2024
Q3
$2.06M Sell
38,504
-1,062
-3% -$56.8K 0.04% 411
2024
Q2
$1.66M Sell
39,566
-1,379
-3% -$57.7K 0.03% 436
2024
Q1
$1.47M Buy
40,945
+19,358
+90% +$694K 0.03% 457
2023
Q4
$893K Buy
21,587
+5,946
+38% +$246K 0.02% 558
2023
Q3
$578K Sell
15,641
-411
-3% -$15.2K 0.02% 621
2023
Q2
$685K Sell
16,052
-96
-0.6% -$4.1K 0.02% 531
2023
Q1
$792K Buy
16,148
+4,659
+41% +$228K 0.03% 474
2022
Q4
$542K Sell
11,489
-841
-7% -$39.7K 0.03% 501
2022
Q3
$518K Buy
12,330
+844
+7% +$35.5K 0.03% 484
2022
Q2
$685K Sell
11,486
-1,839
-14% -$110K 0.04% 416
2022
Q1
$1.06M Buy
13,325
+1,283
+11% +$102K 0.05% 364
2021
Q4
$747K Buy
12,042
+3,458
+40% +$215K 0.04% 473
2021
Q3
$466K Buy
8,584
+2,681
+45% +$146K 0.03% 561
2021
Q2
$374K Sell
5,903
-1,259
-18% -$79.8K 0.02% 594
2021
Q1
$432K Sell
7,162
-201
-3% -$12.1K 0.03% 487
2020
Q4
$445K Buy
7,363
+2,074
+39% +$125K 0.03% 466
2020
Q3
$336K Buy
+5,289
New +$336K 0.03% 466