RSWM
Robertson Stephens Wealth Management’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
21,366
-1,985
| -9% | -$116K | 0.04% | 239 |
|
|
2025
Q1 | $1.13M | Buy |
23,351
+409
| +2% | +$19.7K | 0.04% | 250 |
|
|
2024
Q4 | $854K | Buy |
22,942
+8,913
| +64% | +$332K | 0.03% | 272 |
|
|
2024
Q3 | $750K | Sell |
14,029
-679
| -5% | -$36.3K | 0.03% | 329 |
|
|
2024
Q2 | $616K | Buy |
14,708
+2,194
| +18% | +$91.9K | 0.03% | 297 |
|
|
2024
Q1 | $449K | Sell |
12,514
-744
| -6% | -$26.7K | 0.02% | 356 |
|
|
2023
Q4 | $549K | Sell |
13,258
-8,606
| -39% | -$356K | 0.03% | 295 |
|
|
2023
Q3 | $808K | Buy |
21,864
+14
| +0.1% | +$517 | 0.05% | 232 |
|
|
2023
Q2 | $932K | Buy |
21,850
+4,539
| +26% | +$194K | 0.07% | 198 |
|
|
2023
Q1 | $849K | Buy |
17,311
+4,733
| +38% | +$232K | 0.07% | 215 |
|
|
2022
Q4 | $594K | Buy |
12,578
+1,500
| +14% | +$70.8K | 0.06% | 238 |
|
|
2022
Q3 | $465K | Buy |
+11,078
| New | +$465K | 0.05% | 225 |
|