Valley Wealth Managers’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 350 |
|
|
2025
Q1 | – | Sell |
-333,414
| Closed | -$12.4M | – | 403 |
|
|
2024
Q4 | $12.4M | Buy |
333,414
+28,088
| +9% | +$1.05M | 0.93% | 46 |
|
|
2024
Q3 | $16.3M | Sell |
305,326
-2,181
| -0.7% | -$117K | 1.21% | 43 |
|
|
2024
Q2 | $12.9M | Buy |
307,507
+13,223
| +4% | +$554K | 1.03% | 43 |
|
|
2024
Q1 | $10.5M | Buy |
294,284
+68,153
| +30% | +$2.44M | 0.79% | 47 |
|
|
2023
Q4 | $9.36M | Sell |
226,131
-65,201
| -22% | -$2.7M | 0.73% | 49 |
|
|
2023
Q3 | $10.8M | Buy |
291,332
+11,735
| +4% | +$434K | 0.9% | 46 |
|
|
2023
Q2 | $11.9M | Buy |
279,597
+106
| +0% | +$4.52K | 1.07% | 43 |
|
|
2023
Q1 | $13.7M | Buy |
279,491
+36,561
| +15% | +$1.79M | 1.25% | 40 |
|
|
2022
Q4 | $11.5M | Sell |
242,930
-21,435
| -8% | -$1.01M | 1.06% | 44 |
|
|
2022
Q3 | $11.1M | Buy |
264,365
+12,222
| +5% | +$514K | 1.11% | 44 |
|
|
2022
Q2 | $15M | Sell |
252,143
-7,048
| -3% | -$421K | 1.41% | 35 |
|
|
2022
Q1 | $20.6M | Sell |
259,191
-12,829
| -5% | -$1.02M | 1.72% | 21 |
|
|
2021
Q4 | $16.9M | Buy |
272,020
+49,255
| +22% | +$3.05M | 1.35% | 39 |
|
|
2021
Q3 | $12.1M | Buy |
222,765
+4,268
| +2% | +$232K | 1.05% | 45 |
|
|
2021
Q2 | $13.8M | Buy |
218,497
+3,437
| +2% | +$218K | 1.17% | 43 |
|
|
2021
Q1 | $13M | Buy |
215,060
+24,984
| +13% | +$1.51M | 1.16% | 43 |
|
|
2020
Q4 | $11.4M | Buy |
190,076
+6,098
| +3% | +$365K | 1.11% | 42 |
|
|
2020
Q3 | $11.7M | Buy |
183,978
+37,115
| +25% | +$2.36M | 1.29% | 37 |
|
|
2020
Q2 | $9.07M | Buy |
+146,863
| New | +$9.07M | 1.02% | 43 |
|