Valeo 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 | $538K | Buy |
9,238
+1,460
| +19% | +$85.1K | 0.01% | 432 |
|
|
2025
Q1 | $376K | Buy |
7,778
+2,077
| +36% | +$100K | 0.01% | 477 |
|
|
2024
Q4 | $212K | Sell |
5,701
-3,268
| -36% | -$122K | 0.01% | 634 |
|
|
2024
Q3 | $479K | Sell |
8,969
-1,016
| -10% | -$54.3K | 0.01% | 413 |
|
|
2024
Q2 | $418K | Buy |
9,985
+1,636
| +20% | +$68.5K | 0.01% | 436 |
|
|
2024
Q1 | $322K | Sell |
8,349
-3,499
| -30% | -$135K | 0.01% | 479 |
|
|
2023
Q4 | $490K | Buy |
11,848
+3,188
| +37% | +$132K | 0.02% | 374 |
|
|
2023
Q3 | $320K | Sell |
8,660
-823
| -9% | -$30.4K | 0.01% | 440 |
|
|
2023
Q2 | $405K | Sell |
9,483
-1,486
| -14% | -$63.4K | 0.02% | 354 |
|
|
2023
Q1 | $538K | Buy |
10,969
+1,879
| +21% | +$92.1K | 0.03% | 318 |
|
|
2022
Q4 | $429K | Buy |
+9,090
| New | +$429K | 0.02% | 304 |
|
|
2021
Q3 | – | Sell |
-4,714
| Closed | -$299K | – | 545 |
|
|
2021
Q2 | $299K | Buy |
4,714
+1,503
| +47% | +$95.3K | 0.02% | 338 |
|
|
2021
Q1 | $193K | Sell |
3,211
-292
| -8% | -$17.6K | 0.01% | 434 |
|
|
2020
Q4 | $210K | Sell |
3,503
-2,690
| -43% | -$161K | 0.01% | 403 |
|
|
2020
Q3 | $393K | Buy |
6,193
+4,313
| +229% | +$274K | 0.03% | 214 |
|
|
2020
Q2 | $116K | Buy |
1,880
+1,357
| +259% | +$83.7K | 0.01% | 450 |
|
|
2020
Q1 | $30K | Sell |
523
-303
| -37% | -$17.4K | ﹤0.01% | 741 |
|
|
2019
Q4 | $36K | Sell |
826
-749
| -48% | -$32.6K | ﹤0.01% | 753 |
|
|
2019
Q3 | $60K | Sell |
1,575
-225
| -13% | -$8.57K | 0.01% | 542 |
|
|
2019
Q2 | $69K | Buy |
1,800
+1,150
| +177% | +$44.1K | 0.01% | 514 |
|
|
2019
Q1 | $23K | Hold |
650
| – | – | ﹤0.01% | 740 |
|
|
2018
Q4 | $23K | Hold |
650
| – | – | ﹤0.01% | 672 |
|
|
2018
Q3 | $20K | Buy |
650
+325
| +100% | +$10K | ﹤0.01% | 769 |
|
|
2018
Q2 | $11K | Buy |
+325
| New | +$11K | ﹤0.01% | 913 |
|