MWM
Moran Wealth Management’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
25,754
-540
| -2% | -$31.5K | 0.05% | 296 |
|
|
2025
Q1 | $1.27M | Buy |
26,294
+1,314
| +5% | +$63.4K | 0.04% | 295 |
|
|
2024
Q4 | $930K | Sell |
24,980
-3,474
| -12% | -$129K | 0.03% | 303 |
|
|
2024
Q3 | $1.52M | Sell |
28,454
-2,177
| -7% | -$116K | 0.05% | 277 |
|
|
2024
Q2 | $1.28M | Buy |
30,631
+1,463
| +5% | +$61.3K | 0.04% | 274 |
|
|
2024
Q1 | $1.05M | Sell |
29,168
-2,118
| -7% | -$75.9K | 0.03% | 292 |
|
|
2023
Q4 | $1.29M | Sell |
31,286
-8,954
| -22% | -$371K | 0.05% | 282 |
|
|
2023
Q3 | $1.49M | Buy |
40,240
+14,104
| +54% | +$521K | 0.06% | 232 |
|
|
2023
Q2 | $1.11M | Buy |
26,136
+18,022
| +222% | +$769K | 0.04% | 248 |
|
|
2023
Q1 | $398K | Buy |
8,114
+525
| +7% | +$25.7K | 0.02% | 311 |
|
|
2022
Q4 | $358K | Buy |
+7,589
| New | +$358K | 0.01% | 314 |
|