Waverly 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 | $4.15M | Sell |
71,306
-226
| -0.3% | -$13.2K | 0.05% | 338 |
|
|
2025
Q1 | $3.45M | Buy |
71,532
+6,905
| +11% | +$333K | 0.04% | 360 |
|
|
2024
Q4 | $2.41M | Buy |
64,627
+7,744
| +14% | +$288K | 0.04% | 347 |
|
|
2024
Q3 | $3.04M | Sell |
56,883
-478
| -0.8% | -$25.5K | 0.06% | 266 |
|
|
2024
Q2 | $2.4M | Buy |
57,361
+48,169
| +524% | +$2.02M | 0.05% | 285 |
|
|
2024
Q1 | $329K | Buy |
+9,192
| New | +$329K | 0.01% | 547 |
|
|
2014
Q3 | – | Sell |
-285
| Closed | -$7K | – | 779 |
|
|
2014
Q2 | $7K | Hold |
285
| – | – | ﹤0.01% | 525 |
|
|
2014
Q1 | $7K | Sell |
285
-32
| -10% | -$786 | ﹤0.01% | 490 |
|
|
2013
Q4 | $7K | Hold |
317
| – | – | ﹤0.01% | 620 |
|
|
2013
Q3 | $9K | Buy |
+317
| New | +$9K | ﹤0.01% | 450 |
|