United Capital 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 | $1.45M | Buy |
24,956
+3,654
| +17% | +$213K | 0.01% | 501 |
|
2025
Q1 | $1.03M | Buy |
21,302
+3,696
| +21% | +$178K | 0.01% | 556 |
|
2024
Q4 | $655K | Sell |
17,606
-4,968
| -22% | -$185K | 0.01% | 653 |
|
2024
Q3 | $1.21M | Buy |
22,574
+1,685
| +8% | +$90.1K | 0.01% | 500 |
|
2024
Q2 | $875K | Buy |
20,889
+9,468
| +83% | +$396K | 0.01% | 560 |
|
2024
Q1 | $409K | Sell |
11,421
-4,997
| -30% | -$179K | ﹤0.01% | 781 |
|
2023
Q4 | $680K | Buy |
+16,418
| New | +$680K | 0.01% | 648 |
|
2023
Q2 | – | Sell |
-10,168
| Closed | -$498K | – | 943 |
|
2023
Q1 | $498K | Sell |
10,168
-1,839
| -15% | -$90.2K | ﹤0.01% | 718 |
|
2022
Q4 | $567K | Sell |
12,007
-169
| -1% | -$7.98K | ﹤0.01% | 734 |
|
2022
Q3 | $512K | Sell |
12,176
-359
| -3% | -$15.1K | ﹤0.01% | 756 |
|
2022
Q2 | $748K | Buy |
12,535
+431
| +4% | +$25.7K | ﹤0.01% | 692 |
|
2022
Q1 | $962K | Sell |
12,104
-2,216
| -15% | -$176K | ﹤0.01% | 670 |
|
2021
Q4 | $888K | Sell |
14,320
-127
| -0.9% | -$7.88K | ﹤0.01% | 704 |
|
2021
Q3 | $784K | Buy |
14,447
+372
| +3% | +$20.2K | ﹤0.01% | 734 |
|
2021
Q2 | $892K | Sell |
14,075
-2,189
| -13% | -$139K | ﹤0.01% | 725 |
|
2021
Q1 | $980K | Sell |
16,264
-697
| -4% | -$42K | 0.01% | 678 |
|
2020
Q4 | $1.02M | Sell |
16,961
-245
| -1% | -$14.7K | 0.01% | 664 |
|
2020
Q3 | $1.09M | Sell |
17,206
-2,285
| -12% | -$145K | 0.01% | 635 |
|
2020
Q2 | $1.2M | Buy |
19,491
+1,382
| +8% | +$85.3K | 0.01% | 607 |
|
2020
Q1 | $820K | Sell |
18,109
-17,846
| -50% | -$808K | 0.01% | 681 |
|
2019
Q4 | $1.56M | Buy |
35,955
+25,028
| +229% | +$1.09M | 0.01% | 646 |
|
2019
Q3 | $414K | Sell |
10,927
-4,940
| -31% | -$187K | ﹤0.01% | 990 |
|
2019
Q2 | $610K | Buy |
15,867
+7,142
| +82% | +$275K | ﹤0.01% | 962 |
|
2019
Q1 | $312K | Buy |
8,725
+336
| +4% | +$12K | ﹤0.01% | 1101 |
|
2018
Q4 | $291K | Buy |
+8,389
| New | +$291K | ﹤0.01% | 1072 |
|
2018
Q1 | – | Sell |
-8,751
| Closed | -$328K | – | 1343 |
|
2017
Q4 | $328K | Sell |
8,751
-295
| -3% | -$11.1K | ﹤0.01% | 1085 |
|
2017
Q3 | $339K | Buy |
+9,046
| New | +$339K | ﹤0.01% | 1071 |
|