Sequoia 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
$1.08M Buy
18,606
+3,172
+21% +$185K 0.01% 653
2025
Q1
$745K Buy
15,434
+4,415
+40% +$213K 0.01% 716
2024
Q4
$410K Sell
11,019
-2,363
-18% -$88K ﹤0.01% 878
2024
Q3
$715K Buy
13,382
+3,498
+35% +$187K 0.01% 636
2024
Q2
$414K Buy
9,884
+2,227
+29% +$93.2K 0.01% 764
2024
Q1
$274K Sell
7,657
-6,684
-47% -$240K ﹤0.01% 895
2023
Q4
$594K Buy
+14,341
New +$594K 0.01% 685
2023
Q3
Sell
-4,859
Closed -$207K 986
2023
Q2
$207K Buy
+4,859
New +$207K ﹤0.01% 854