WFI
West Family Investments’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
+6,026
| New | +$351K | 0.09% | 229 |
|
|
2024
Q3 | – | Sell |
-245,369
| Closed | -$10.3M | – | 301 |
|
|
2024
Q2 | $10.3M | Hold |
245,369
| – | – | 3.08% | 4 |
|
|
2024
Q1 | $8.79M | Buy |
245,369
+91,614
| +60% | +$3.28M | 2.73% | 5 |
|
|
2023
Q4 | $10.2M | Buy |
153,755
+1,551
| +1% | +$103K | 3.44% | 3 |
|
|
2023
Q3 | $9.02M | Sell |
152,204
-2,372
| -2% | -$141K | 3.15% | 3 |
|
|
2023
Q2 | $10.5M | Sell |
154,576
-6,088
| -4% | -$414K | 4.09% | 2 |
|
|
2023
Q1 | $7.88M | Sell |
160,664
-2,308
| -1% | -$113K | 3.12% | 4 |
|
|
2022
Q4 | $7.69M | Buy |
162,972
+7,941
| +5% | +$375K | 2.63% | 5 |
|
|
2022
Q3 | $6.52M | Sell |
155,031
-8,638
| -5% | -$363K | 2.71% | 4 |
|
|
2022
Q2 | $9.77M | Buy |
163,669
+1,534
| +0.9% | +$91.5K | 3.85% | 3 |
|
|
2022
Q1 | $12.9M | Buy |
162,135
+536
| +0.3% | +$42.6K | 3.66% | 2 |
|
|
2021
Q4 | $10M | Buy |
161,599
+5,742
| +4% | +$356K | 2.73% | 5 |
|
|
2021
Q3 | $8.46M | Sell |
155,857
-9,281
| -6% | -$504K | 2.2% | 7 |
|
|
2021
Q2 | $10.5M | Sell |
165,138
-27,947
| -14% | -$1.77M | 2.83% | 3 |
|
|
2021
Q1 | $11.6M | Buy |
193,085
+322
| +0.2% | +$19.4K | 4.24% | 5 |
|
|
2020
Q4 | $11.5K | Hold |
192,763
| – | – | 3.52% | 7 |
|
|
2020
Q3 | $12.2M | Hold |
192,763
| – | – | 4.59% | 5 |
|
|
2020
Q2 | $8.38M | Hold |
192,763
| – | – | 2.02% | 14 |
|
|
2020
Q1 | $8.73M | Hold |
192,763
| – | – | 3.47% | 6 |
|
|
2019
Q4 | $8.38M | Hold |
192,763
| – | – | 2.02% | 14 |
|
|
2019
Q3 | $7.31M | Hold |
192,763
| – | – | 1.82% | 15 |
|
|
2019
Q2 | $7.42M | Hold |
192,763
| – | – | 1.87% | 15 |
|
|
2019
Q1 | $6.9M | Hold |
192,763
| – | – | 1.72% | 16 |
|
|
2018
Q4 | $6.68M | Hold |
192,763
| – | – | 1.73% | 15 |
|
|
2018
Q3 | $5.82M | Hold |
192,763
| – | – | 1.38% | 22 |
|
|
2018
Q2 | $7.27M | Hold |
192,763
| – | – | 1.79% | 18 |
|
|
2018
Q1 | $7.53M | Hold |
192,763
| – | – | 1.99% | 14 |
|
|
2017
Q4 | $7.23M | Hold |
192,763
| – | – | 1.86% | 14 |
|
|
2017
Q3 | $7.23K | Hold |
192,763
| – | – | 0.87% | 15 |
|
|
2017
Q2 | $6.28M | Hold |
192,763
| – | – | 1.38% | 18 |
|
|
2017
Q1 | $6.5M | Hold |
192,763
| – | – | 1.25% | 20 |
|
|
2016
Q4 | $6.57M | Hold |
192,763
| – | – | 1.16% | 18 |
|
|
2016
Q3 | $7.57M | Hold |
192,763
| – | – | 1.41% | 16 |
|
|
2016
Q2 | $7.54M | Hold |
192,763
| – | – | 1.37% | 17 |
|
|
2016
Q1 | $5.12M | Hold |
192,763
| – | – | 0.84% | 22 |
|
|
2015
Q4 | $3.47M | Hold |
192,763
| – | – | 0.89% | 26 |
|
|
2015
Q3 | $3.1M | Hold |
192,763
| – | – | 0.64% | 29 |
|
|
2015
Q2 | $4.5M | Hold |
192,763
| – | – | 0.96% | 23 |
|
|
2015
Q1 | $4.19M | Hold |
192,763
| – | – | 0.86% | 26 |
|
|
2014
Q4 | $3.64M | Buy |
192,763
+94,763
| +97% | +$1.79M | 0.72% | 26 |
|
|
2014
Q3 | $2.26M | Hold |
98,000
| – | – | 0.47% | 37 |
|
|
2014
Q2 | $2.49M | Hold |
98,000
| – | – | 0.52% | 36 |
|
|
2014
Q1 | $2.3M | Buy |
+98,000
| New | +$2.3M | 0.5% | 36 |
|