SVB Wealth’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $570K | Sell |
5,269
-464
| -8% | -$53.5K | 0.04% | 258 |
|
|
2025
Q4 | $572K | Sell |
5,733
-150
| -3% | -$13.6K | 0.03% | 265 |
|
|
2025
Q3 | $496K | Sell |
5,883
-128
| -2% | -$8.93K | 0.03% | 295 |
|
|
2025
Q2 | $350K | Buy |
+6,011
| New | +$321K | 0.02% | 341 |
|
|
2025
Q1 | – | Sell |
-11,217
| Closed | -$417K | – | 1688 |
|
|
2024
Q4 | $417K | Buy |
+11,217
| New | +$511K | 0.01% | 469 |
|
|
2024
Q3 | – | Sell |
-16,461
| Closed | -$689K | – | 394 |
|
|
2024
Q2 | $689K | Buy |
16,461
+464
| +3% | +$19K | 0.02% | 378 |
|
|
2024
Q1 | $573K | Sell |
15,997
-5,562
| -26% | -$192K | 0.01% | 448 |
|
|
2023
Q4 | $892K | Buy |
21,559
+2,593
| +14% | +$100K | 0.02% | 356 |
|
|
2023
Q3 | $701K | Sell |
18,966
-4,989
| -21% | -$203K | 0.02% | 373 |
|
|
2023
Q2 | $1.02M | Sell |
23,955
-9,279
| -28% | -$421K | 0.02% | 339 |
|
|
2023
Q1 | $1.63M | Buy |
33,234
+3,951
| +13% | +$192K | 0.02% | 303 |
|
|
2022
Q4 | $1.38M | Buy |
29,283
+12,325
| +73% | +$550K | 0.02% | 339 |
|
|
2022
Q3 | $713K | Buy |
16,958
+4,203
| +33% | +$196K | 0.01% | 435 |
|
|
2022
Q2 | $761K | Sell |
12,755
-2,903
| -19% | -$205K | 0.01% | 368 |
|
|
2022
Q1 | $1.24M | Buy |
15,658
+7,225
| +86% | +$489K | 0.02% | 292 |
|
|
2021
Q4 | $523K | Sell |
8,433
-2,987
| -26% | -$169K | 0.01% | 440 |
|
|
2021
Q3 | $620K | Buy |
11,420
+1,152
| +11% | +$67.9K | 0.01% | 534 |
|
|
2021
Q2 | $651K | Buy |
10,268
+4,745
| +86% | +$318K | 0.01% | 504 |
|
|
2021
Q1 | $333K | Sell |
5,523
-406
| -7% | -$24.3K | ﹤0.01% | 646 |
|
|
2020
Q4 | $355K | Buy |
5,929
+831
| +16% | +$51.2K | 0.01% | 566 |
|
|
2020
Q3 | $324K | Buy |
+5,098
| New | +$332K | 0.01% | 500 |
|
|
2017
Q2 | – | Sell |
-6,737
| Closed | -$222K | – | 493 |
|
|
2017
Q1 | $222K | Buy |
+6,737
| New | +$235K | 0.01% | 447 |
|
Other funds holding NEM
VCM
VPM
