PWMG
Pinnacle Wealth Management Group’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Sell |
4,190
-180
| -4% | -$10.5K | 0.14% | 108 |
|
2025
Q1 | $211K | Buy |
+4,370
| New | +$211K | 0.15% | 98 |
|
2024
Q4 | – | Sell |
-5,620
| Closed | -$300K | – | 120 |
|
2024
Q3 | $300K | Hold |
5,620
| – | – | 0.19% | 91 |
|
2024
Q2 | $235K | Sell |
5,620
-400
| -7% | -$16.7K | 0.16% | 92 |
|
2024
Q1 | $216K | Hold |
6,020
| – | – | 0.16% | 95 |
|
2023
Q4 | $249K | Buy |
6,020
+135
| +2% | +$5.59K | 0.2% | 84 |
|
2023
Q3 | $217K | Sell |
5,885
-300
| -5% | -$11.1K | 0.2% | 87 |
|
2023
Q2 | $264K | Sell |
6,185
-375
| -6% | -$16K | 0.23% | 82 |
|
2023
Q1 | $322K | Buy |
6,560
+130
| +2% | +$6.37K | 0.28% | 77 |
|
2022
Q4 | $303K | Sell |
6,430
-650
| -9% | -$30.6K | 0.27% | 77 |
|
2022
Q3 | $298K | Sell |
7,080
-62
| -0.9% | -$2.61K | 0.26% | 77 |
|
2022
Q2 | $426K | Buy |
7,142
+137
| +2% | +$8.17K | 0.36% | 60 |
|
2022
Q1 | $557K | Hold |
7,005
| – | – | 0.42% | 55 |
|
2021
Q4 | $434K | Hold |
7,005
| – | – | 0.32% | 74 |
|
2021
Q3 | $380K | Buy |
7,005
+325
| +5% | +$17.6K | 0.29% | 82 |
|
2021
Q2 | $423K | Buy |
+6,680
| New | +$423K | 0.31% | 78 |
|