Summit Trail 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 | $2.79M | Buy |
+47,828
| New | +$2.79M | 0.05% | 200 |
|
|
2024
Q4 | – | Sell |
-32,940
| Closed | -$1.76M | – | 633 |
|
|
2024
Q3 | $1.76M | Buy |
32,940
+3,679
| +13% | +$197K | 0.04% | 176 |
|
|
2024
Q2 | $1.23M | Buy |
29,261
+12,867
| +78% | +$539K | 0.03% | 206 |
|
|
2024
Q1 | $588K | Buy |
16,394
+8,903
| +119% | +$319K | 0.02% | 304 |
|
|
2023
Q4 | $310K | Buy |
7,491
+1,269
| +20% | +$52.5K | 0.01% | 398 |
|
|
2023
Q3 | $230K | Buy |
6,222
+1,197
| +24% | +$44.2K | 0.01% | 462 |
|
|
2023
Q2 | $214K | Buy |
+5,025
| New | +$214K | 0.01% | 471 |
|
|
2018
Q1 | – | Sell |
-3,019
| Closed | -$124K | – | 1231 |
|
|
2017
Q4 | $124K | Buy |
+3,019
| New | +$124K | 0.02% | 568 |
|