SWM
Stapp Wealth Management’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
4,295
| – | – | 0.36% | 27 |
|
|
2025
Q1 | $207K | Buy |
+4,295
| New | +$207K | 0.32% | 23 |
|
|
2024
Q4 | – | Sell |
-4,295
| Closed | -$230K | – | 27 |
|
|
2024
Q3 | $230K | Buy |
+4,295
| New | +$230K | 0.37% | 21 |
|
|
2022
Q4 | – | Sell |
-571
| Closed | -$24K | – | 80 |
|
|
2022
Q3 | $24K | Buy |
+571
| New | +$24K | 0.07% | 47 |
|