LWA
Lowe Wealth Advisors’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57.7K | Hold |
990
| – | – | 0.02% | 131 |
|
2025
Q1 | $47.8K | Hold |
990
| – | – | 0.02% | 139 |
|
2024
Q4 | $36.8K | Sell |
990
-500
| -34% | -$18.6K | 0.02% | 148 |
|
2024
Q3 | $79.6K | Hold |
1,490
| – | – | 0.03% | 94 |
|
2024
Q2 | $62.4K | Hold |
1,490
| – | – | 0.03% | 110 |
|
2024
Q1 | $53.4K | Hold |
1,490
| – | – | 0.02% | 110 |
|
2023
Q4 | $61.7K | Hold |
1,490
| – | – | 0.03% | 99 |
|
2023
Q3 | $55.1K | Sell |
1,490
-715
| -32% | -$26.4K | 0.03% | 102 |
|
2023
Q2 | $94.1K | Sell |
2,205
-660
| -23% | -$28.2K | 0.05% | 81 |
|
2023
Q1 | $140K | Sell |
2,865
-100
| -3% | -$4.9K | 0.08% | 56 |
|
2022
Q4 | $140K | Buy |
2,965
+200
| +7% | +$9.44K | 0.08% | 55 |
|
2022
Q3 | $116K | Hold |
2,765
| – | – | 0.07% | 57 |
|
2022
Q2 | $165K | Sell |
2,765
-380
| -12% | -$22.7K | 0.09% | 48 |
|
2022
Q1 | $250K | Sell |
3,145
-75
| -2% | -$5.96K | 0.11% | 44 |
|
2021
Q4 | $200K | Hold |
3,220
| – | – | 0.09% | 46 |
|
2021
Q3 | $175K | Hold |
3,220
| – | – | 0.08% | 48 |
|
2021
Q2 | $204K | Hold |
3,220
| – | – | 0.1% | 42 |
|
2021
Q1 | $194K | Hold |
3,220
| – | – | 0.1% | 43 |
|
2020
Q4 | $193K | Hold |
3,220
| – | – | 0.1% | 36 |
|
2020
Q3 | $204K | Hold |
3,220
| – | – | 0.11% | 32 |
|
2020
Q2 | $199K | Hold |
3,220
| – | – | 0.12% | 30 |
|
2020
Q1 | $146K | Hold |
3,220
| – | – | 0.1% | 35 |
|
2019
Q4 | $140K | Sell |
3,220
-18,636
| -85% | -$810K | 0.08% | 37 |
|
2019
Q3 | $829K | Sell |
21,856
-2,826
| -11% | -$107K | 0.5% | 22 |
|
2019
Q2 | $950K | Buy |
24,682
+21,462
| +667% | +$826K | 0.57% | 22 |
|
2019
Q1 | $115K | Hold |
3,220
| – | – | 0.07% | 39 |
|
2018
Q4 | $112K | Hold |
3,220
| – | – | 0.08% | 39 |
|
2018
Q3 | $97K | Hold |
3,220
| – | – | 0.06% | 42 |
|
2018
Q2 | $121K | Hold |
3,220
| – | – | 0.08% | 41 |
|
2018
Q1 | $126K | Hold |
3,220
| – | – | 0.08% | 43 |
|
2017
Q4 | $121K | Hold |
3,220
| – | – | 0.07% | 45 |
|
2017
Q3 | $121K | Hold |
3,220
| – | – | 0.08% | 44 |
|
2017
Q2 | $104K | Hold |
3,220
| – | – | 0.07% | 46 |
|
2017
Q1 | $106K | Hold |
3,220
| – | – | 0.07% | 45 |
|
2016
Q4 | $110K | Hold |
3,220
| – | – | 0.08% | 42 |
|
2016
Q3 | $127K | Hold |
3,220
| – | – | 0.09% | 34 |
|
2016
Q2 | $126K | Hold |
3,220
| – | – | 0.08% | 37 |
|
2016
Q1 | $86K | Hold |
3,220
| – | – | 0.06% | 43 |
|
2015
Q4 | $58K | Hold |
3,220
| – | – | 0.04% | 51 |
|
2015
Q3 | $52K | Hold |
3,220
| – | – | 0.04% | 53 |
|
2015
Q2 | $75K | Hold |
3,220
| – | – | 0.05% | 55 |
|
2015
Q1 | $70K | Hold |
3,220
| – | – | 0.05% | 56 |
|
2014
Q4 | $61K | Buy |
+3,220
| New | +$61K | 0.04% | 61 |
|