Visionary Wealth 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 | – | Sell |
-4,213
| Closed | -$203K | – | 590 |
|
2025
Q1 | $203K | Buy |
+4,213
| New | +$203K | 0.01% | 519 |
|
2024
Q4 | – | Sell |
-13,049
| Closed | -$697K | – | 552 |
|
2024
Q3 | $697K | Buy |
13,049
+292
| +2% | +$15.6K | 0.04% | 301 |
|
2024
Q2 | $534K | Sell |
12,757
-569
| -4% | -$23.8K | 0.03% | 320 |
|
2024
Q1 | $478K | Buy |
13,326
+472
| +4% | +$16.9K | 0.03% | 328 |
|
2023
Q4 | $532K | Sell |
12,854
-3,574
| -22% | -$148K | 0.04% | 306 |
|
2023
Q3 | $607K | Buy |
16,428
+443
| +3% | +$16.4K | 0.05% | 269 |
|
2023
Q2 | $682K | Buy |
15,985
+37
| +0.2% | +$1.58K | 0.05% | 251 |
|
2023
Q1 | $782K | Sell |
15,948
-420
| -3% | -$20.6K | 0.07% | 221 |
|
2022
Q4 | $773K | Buy |
16,368
+151
| +0.9% | +$7.13K | 0.07% | 198 |
|
2022
Q3 | $682K | Sell |
16,217
-732
| -4% | -$30.8K | 0.07% | 191 |
|
2022
Q2 | $1.01M | Buy |
16,949
+358
| +2% | +$21.4K | 0.09% | 171 |
|
2022
Q1 | $1.32M | Sell |
16,591
-2,595
| -14% | -$206K | 0.11% | 158 |
|
2021
Q4 | $1.19M | Sell |
19,186
-430
| -2% | -$26.7K | 0.1% | 152 |
|
2021
Q3 | $1.07M | Buy |
19,616
+1,306
| +7% | +$70.9K | 0.11% | 134 |
|
2021
Q2 | $1.16M | Buy |
18,310
+226
| +1% | +$14.3K | 0.12% | 137 |
|
2021
Q1 | $1.09M | Buy |
18,084
+4,190
| +30% | +$253K | 0.11% | 138 |
|
2020
Q4 | $832K | Buy |
13,894
+443
| +3% | +$26.5K | 0.09% | 150 |
|
2020
Q3 | $853K | Buy |
13,451
+64
| +0.5% | +$4.06K | 0.12% | 128 |
|
2020
Q2 | $827K | Sell |
13,387
-182
| -1% | -$11.2K | 0.13% | 123 |
|
2020
Q1 | $614K | Buy |
13,569
+101
| +0.7% | +$4.57K | 0.12% | 117 |
|
2019
Q4 | $585K | Buy |
+13,468
| New | +$585K | 0.1% | 124 |
|