Oak Family 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 | $3.92M | Buy |
67,309
+33,139
| +97% | +$1.93M | 1.24% | 27 |
|
2025
Q1 | $1.65M | Buy |
34,170
+5,579
| +20% | +$269K | 0.56% | 44 |
|
2024
Q4 | $1.06M | Buy |
28,591
+3
| +0% | +$112 | 0.39% | 54 |
|
2024
Q3 | $1.53M | Sell |
28,588
-9,217
| -24% | -$493K | 0.47% | 49 |
|
2024
Q2 | $1.58M | Sell |
37,805
-14,908
| -28% | -$624K | 0.54% | 45 |
|
2024
Q1 | $1.89M | Buy |
52,713
+15,856
| +43% | +$568K | 0.73% | 42 |
|
2023
Q4 | $1.53M | Buy |
36,857
+1,239
| +3% | +$51.3K | 0.64% | 46 |
|
2023
Q3 | $1.32M | Buy |
+35,618
| New | +$1.32M | 0.62% | 41 |
|
2021
Q3 | – | Sell |
-21,520
| Closed | -$1.36M | – | 147 |
|
2021
Q2 | $1.36M | Buy |
21,520
+8,345
| +63% | +$529K | 0.57% | 37 |
|
2021
Q1 | $794K | Sell |
13,175
-415
| -3% | -$25K | 0.34% | 46 |
|
2020
Q4 | $814K | Buy |
+13,590
| New | +$814K | 0.42% | 48 |
|