Moneta Group Investment Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+5,487
| New | +$320K | ﹤0.01% | 546 |
|
|
2024
Q1 | – | Sell |
-4,895
| Closed | -$203K | – | 625 |
|
|
2023
Q4 | $203K | Buy |
+4,895
| New | +$203K | ﹤0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-8,262
| Closed | -$352K | – | 552 |
|
|
2023
Q2 | $352K | Buy |
8,262
+1,922
| +30% | +$82K | 0.01% | 399 |
|
|
2023
Q1 | $311K | Buy |
+6,340
| New | +$311K | 0.01% | 407 |
|
|
2022
Q2 | – | Sell |
-4,896
| Closed | -$389K | – | 494 |
|
|
2022
Q1 | $389K | Buy |
4,896
+91
| +2% | +$7.23K | 0.02% | 321 |
|
|
2021
Q4 | $298K | Sell |
4,805
-4,827
| -50% | -$299K | 0.01% | 380 |
|
|
2021
Q3 | $523K | Buy |
9,632
+228
| +2% | +$12.4K | 0.02% | 273 |
|
|
2021
Q2 | $596K | Buy |
9,404
+4,161
| +79% | +$264K | 0.03% | 257 |
|
|
2021
Q1 | $316K | Hold |
5,243
| – | – | 0.02% | 323 |
|
|
2020
Q4 | $314K | Buy |
5,243
+152
| +3% | +$9.1K | 0.02% | 250 |
|
|
2020
Q3 | $323K | Sell |
5,091
-2,165
| -30% | -$137K | 0.03% | 216 |
|
|
2020
Q2 | $448K | Buy |
7,256
+56
| +0.8% | +$3.46K | 0.04% | 176 |
|
|
2020
Q1 | $326K | Buy |
+7,200
| New | +$326K | 0.03% | 195 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 681 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 521 |
|