Lee, Danner & Bass’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,859
| Closed | -$428K | – | 227 |
|
|
2025
Q1 | $428K | Sell |
8,859
-12,000
| -58% | -$579K | 0.03% | 176 |
|
|
2024
Q4 | $776K | Buy |
20,859
+100
| +0.5% | +$3.72K | 0.06% | 146 |
|
|
2024
Q3 | $1.11M | Hold |
20,759
| – | – | 0.08% | 132 |
|
|
2024
Q2 | $869K | Buy |
+20,759
| New | +$869K | 0.07% | 140 |
|
|
2023
Q4 | $1.23M | Sell |
29,634
-6,350
| -18% | -$263K | 0.11% | 121 |
|
|
2023
Q3 | $1.33M | Buy |
35,984
+2,100
| +6% | +$77.6K | 0.12% | 109 |
|
|
2023
Q2 | $1.45M | Buy |
+33,884
| New | +$1.45M | 0.12% | 115 |
|
|
2016
Q1 | – | Sell |
-33,502
| Closed | -$603K | – | 163 |
|
|
2015
Q4 | $603K | Sell |
33,502
-6,138
| -15% | -$110K | 0.08% | 115 |
|
|
2015
Q3 | $637K | Sell |
39,640
-1,431
| -3% | -$23K | 0.09% | 117 |
|
|
2015
Q2 | $959K | Buy |
41,071
+3
| +0% | +$70 | 0.11% | 105 |
|
|
2015
Q1 | $892K | Sell |
41,068
-3,437
| -8% | -$74.7K | 0.11% | 102 |
|
|
2014
Q4 | $841K | Sell |
44,505
-8,249
| -16% | -$156K | 0.1% | 104 |
|
|
2014
Q3 | $1.22M | Sell |
52,754
-11,348
| -18% | -$262K | 0.15% | 91 |
|
|
2014
Q2 | $1.63M | Sell |
64,102
-2,436
| -4% | -$62K | 0.2% | 80 |
|
|
2014
Q1 | $1.56M | Sell |
66,538
-411
| -0.6% | -$9.64K | 0.2% | 81 |
|
|
2013
Q4 | $1.54M | Buy |
66,949
+35,023
| +110% | +$807K | 0.21% | 79 |
|
|
2013
Q3 | $897K | Buy |
31,926
+2,515
| +9% | +$70.7K | 0.12% | 92 |
|
|
2013
Q2 | $881K | Buy |
+29,411
| New | +$881K | 0.13% | 89 |
|