RIA
Recurrent Investment Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
95,509
+18,922
| +25% | +$1.1M | 0.45% | 25 |
|
|
2025
Q1 | $3.7M | Buy |
76,587
+24,748
| +48% | +$1.19M | 0.31% | 25 |
|
|
2024
Q4 | $1.93M | Buy |
51,839
+23,591
| +84% | +$878K | 0.18% | 35 |
|
|
2024
Q3 | $1.51M | Sell |
28,248
-1,976
| -7% | -$106K | 0.15% | 34 |
|
|
2024
Q2 | $1.27M | Sell |
30,224
-890
| -3% | -$37.3K | 0.13% | 35 |
|
|
2024
Q1 | $1.12M | Hold |
31,114
| – | – | 0.13% | 36 |
|
|
2023
Q4 | $1.29M | Sell |
31,114
-3,433
| -10% | -$142K | 0.19% | 32 |
|
|
2023
Q3 | $1.28M | Buy |
34,547
+11
| +0% | +$406 | 0.19% | 38 |
|
|
2023
Q2 | $1.47M | Buy |
34,536
+3,300
| +11% | +$141K | 0.25% | 38 |
|
|
2023
Q1 | $1.53M | Hold |
31,236
| – | – | 0.3% | 30 |
|
|
2022
Q4 | $1.47M | Buy |
31,236
+11,045
| +55% | +$521K | 0.31% | 30 |
|
|
2022
Q3 | $849K | Buy |
20,191
+3,514
| +21% | +$148K | 0.23% | 35 |
|
|
2022
Q2 | $995K | Hold |
16,677
| – | – | 0.3% | 32 |
|
|
2022
Q1 | $1.33M | Buy |
16,677
+2,399
| +17% | +$191K | 0.42% | 28 |
|
|
2021
Q4 | $886K | Hold |
14,278
| – | – | 0.36% | 32 |
|
|
2021
Q3 | $775K | Hold |
14,278
| – | – | 0.34% | 32 |
|
|
2021
Q2 | $905K | Hold |
14,278
| – | – | 0.46% | 31 |
|
|
2021
Q1 | $861K | Hold |
14,278
| – | – | 0.55% | 33 |
|
|
2020
Q4 | $855K | Buy |
14,278
+2,778
| +24% | +$166K | 0.64% | 34 |
|
|
2020
Q3 | $730K | Hold |
11,500
| – | – | 0.78% | 28 |
|
|
2020
Q2 | $710K | Buy |
+11,500
| New | +$710K | 0.67% | 27 |
|