Plante Moran Financial 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 | – | Sell |
-227
| Closed | -$11K | – | 831 |
|
|
2025
Q1 | $11K | Buy |
227
+187
| +468% | +$9.03K | ﹤0.01% | 551 |
|
|
2024
Q4 | $1.49K | Hold |
40
| – | – | ﹤0.01% | 799 |
|
|
2024
Q3 | $2.14K | Buy |
40
+8
| +25% | +$428 | ﹤0.01% | 750 |
|
|
2024
Q2 | $1.34K | Hold |
32
| – | – | ﹤0.01% | 718 |
|
|
2024
Q1 | $1.15K | Hold |
32
| – | – | ﹤0.01% | 782 |
|
|
2023
Q4 | $1.32K | Hold |
32
| – | – | ﹤0.01% | 747 |
|
|
2023
Q3 | $1.18K | Hold |
32
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $1.37K | Hold |
32
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $1.57K | Hold |
32
| – | – | ﹤0.01% | 718 |
|
|
2022
Q4 | $1.51K | Hold |
32
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 828 |
|
|
2022
Q1 | $3K | Sell |
32
-207
| -87% | -$19.4K | ﹤0.01% | 721 |
|
|
2021
Q4 | $15K | Sell |
239
-88
| -27% | -$5.52K | ﹤0.01% | 614 |
|
|
2021
Q3 | $18K | Buy |
327
+257
| +367% | +$14.1K | ﹤0.01% | 588 |
|
|
2021
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 823 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$2K | – | 1095 |
|
|
2020
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 787 |
|
|
2018
Q2 | – | Sell |
-213
| Closed | -$8K | – | 919 |
|
|
2018
Q1 | $8K | Hold |
213
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $8K | Hold |
213
| – | – | ﹤0.01% | 633 |
|
|
2017
Q3 | $8K | Hold |
213
| – | – | ﹤0.01% | 580 |
|
|
2017
Q2 | $7K | Hold |
213
| – | – | ﹤0.01% | 616 |
|
|
2017
Q1 | $7K | Hold |
213
| – | – | ﹤0.01% | 648 |
|
|
2016
Q4 | $7K | Sell |
213
-1,000
| -82% | -$32.9K | ﹤0.01% | 648 |
|
|
2016
Q3 | $48K | Buy |
1,213
+1,000
| +469% | +$39.6K | 0.03% | 332 |
|
|
2016
Q2 | $8K | Hold |
213
| – | – | 0.01% | 559 |
|
|
2016
Q1 | $6K | Hold |
213
| – | – | ﹤0.01% | 556 |
|
|
2015
Q4 | $4K | Hold |
213
| – | – | ﹤0.01% | 772 |
|
|
2015
Q3 | $3K | Buy |
+213
| New | +$3K | ﹤0.01% | 643 |
|
|
2015
Q2 | – | Sell |
-141
| Closed | -$3K | – | 737 |
|
|
2015
Q1 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 653 |
|