Waddell & Associates’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
10,907
+1,480
| +16% | +$86.2K | 0.07% | 84 |
|
|
2025
Q1 | $455K | Buy |
9,427
+623
| +7% | +$30.1K | 0.06% | 93 |
|
|
2024
Q4 | $328K | Buy |
8,804
+1,031
| +13% | +$38.4K | 0.03% | 116 |
|
|
2024
Q3 | $415K | Buy |
7,773
+1,104
| +17% | +$59K | 0.05% | 89 |
|
|
2024
Q2 | $279K | Sell |
6,669
-13
| -0.2% | -$544 | 0.04% | 115 |
|
|
2024
Q1 | $239K | Sell |
6,682
-3,460
| -34% | -$124K | 0.03% | 129 |
|
|
2023
Q4 | $439K | Sell |
10,142
-2,042
| -17% | -$88.4K | 0.06% | 84 |
|
|
2023
Q3 | $450K | Sell |
12,184
-70
| -0.6% | -$2.59K | 0.07% | 88 |
|
|
2023
Q2 | $523K | Buy |
12,254
+6,974
| +132% | +$298K | 0.08% | 77 |
|
|
2023
Q1 | $259K | Sell |
5,280
-210
| -4% | -$10.3K | 0.04% | 129 |
|
|
2022
Q4 | $259K | Buy |
5,490
+300
| +6% | +$14.2K | 0.04% | 122 |
|
|
2022
Q3 | $218K | Buy |
5,190
+805
| +18% | +$33.8K | 0.04% | 127 |
|
|
2022
Q2 | $262K | Sell |
4,385
-125
| -3% | -$7.47K | 0.05% | 116 |
|
|
2022
Q1 | $358K | Buy |
+4,510
| New | +$358K | 0.06% | 88 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$254 | – | 126 |
|
|
2021
Q2 | $254 | Buy |
+4,000
| New | +$254 | 0.04% | 105 |
|