Moneta Group Investment Advisors’s Newmont NEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$580K	Buy	5,356 +307	+6%	+$35.4K	﹤0.01%	476
2025 Q4	$504K	Buy	5,049 +1,659	+49%	+$150K	﹤0.01%	499
2025 Q3	$286K	Sell	3,390 -2,097	-38%	-$146K	﹤0.01%	636
2025 Q2	$320K	Buy	+5,487	New	+$293K	﹤0.01%	546
2024 Q1	–	Sell	-4,895	Closed	-$203K	–	625
2023 Q4	$203K	Buy	+4,895	New	+$189K	﹤0.01%	530
2023 Q3	–	Sell	-8,262	Closed	-$352K	–	552
2023 Q2	$352K	Buy	8,262 +1,922	+30%	+$87.2K	0.01%	399
2023 Q1	$311K	Buy	+6,340	New	+$307K	0.01%	407
2022 Q2	–	Sell	-4,896	Closed	-$389K	–	494
2022 Q1	$389K	Buy	4,896 +91	+2%	+$6.16K	0.02%	321
2021 Q4	$298K	Sell	4,805 -4,827	-50%	-$274K	0.01%	380
2021 Q3	$523K	Buy	9,632 +228	+2%	+$13.4K	0.02%	273
2021 Q2	$596K	Buy	9,404 +4,161	+79%	+$279K	0.03%	257
2021 Q1	$316K	Hold	5,243	–	–	0.02%	323
2020 Q4	$314K	Buy	5,243 +152	+3%	+$9.37K	0.02%	250
2020 Q3	$323K	Sell	5,091 -2,165	-30%	-$141K	0.03%	216
2020 Q2	$448K	Buy	7,256 +56	+0.8%	+$3.31K	0.04%	176
2020 Q1	$326K	Buy	+7,200	New	+$325K	0.03%	195
2018 Q1	–	Sell	-3	Closed	–	–	690
2017 Q4	$0	Buy	+3	New	+$110	﹤0.01%	528