Whitney & Co’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
192,886
+2,938
| +2% | +$171K | 1.11% | 30 |
|
|
2025
Q1 | $9.17M | Buy |
189,948
+4,595
| +2% | +$222K | 0.97% | 35 |
|
|
2024
Q4 | $6.9M | Sell |
185,353
-18,416
| -9% | -$685K | 0.72% | 47 |
|
|
2024
Q3 | $10.9M | Buy |
203,769
+840
| +0.4% | +$44.9K | 1.17% | 30 |
|
|
2024
Q2 | $8.5M | Sell |
202,929
-6,570
| -3% | -$275K | 0.98% | 34 |
|
|
2024
Q1 | $7.51M | Sell |
209,499
-1,670
| -0.8% | -$59.9K | 0.9% | 37 |
|
|
2023
Q4 | $8.74M | Sell |
211,169
-10,685
| -5% | -$442K | 1.13% | 31 |
|
|
2023
Q3 | $8.2M | Buy |
221,854
+188
| +0.1% | +$6.95K | 1.23% | 29 |
|
|
2023
Q2 | $9.46M | Buy |
221,666
+61,063
| +38% | +$2.6M | 1.36% | 27 |
|
|
2023
Q1 | $7.87M | Buy |
160,603
+2,645
| +2% | +$130K | 1.25% | 30 |
|
|
2022
Q4 | $7.46M | Sell |
157,958
-3,318
| -2% | -$157K | 1.37% | 30 |
|
|
2022
Q3 | $6.78M | Sell |
161,276
-1,009
| -0.6% | -$42.4K | 1.32% | 32 |
|
|
2022
Q2 | $9.68M | Sell |
162,285
-1,946
| -1% | -$116K | 1.76% | 20 |
|
|
2022
Q1 | $13M | Sell |
164,231
-2,934
| -2% | -$233K | 2.01% | 16 |
|
|
2021
Q4 | $10.4M | Buy |
167,165
+421
| +0.3% | +$26.1K | 1.52% | 22 |
|
|
2021
Q3 | $9.05M | Buy |
166,744
+8,672
| +5% | +$471K | 1.45% | 26 |
|
|
2021
Q2 | $10M | Buy |
158,072
+1,753
| +1% | +$111K | 1.6% | 23 |
|
|
2021
Q1 | $9.42M | Buy |
156,319
+1,617
| +1% | +$97.5K | 1.65% | 24 |
|
|
2020
Q4 | $9.51M | Buy |
154,702
+599
| +0.4% | +$36.8K | 1.53% | 21 |
|
|
2020
Q3 | $9.78M | Buy |
154,103
+669
| +0.4% | +$42.4K | 1.83% | 15 |
|
|
2020
Q2 | $9.47M | Buy |
153,434
+32,839
| +27% | +$2.03M | 1.94% | 14 |
|
|
2020
Q1 | $5.46M | Buy |
120,595
+4,333
| +4% | +$196K | 1.35% | 28 |
|
|
2019
Q4 | $5.05M | Buy |
116,262
+11,226
| +11% | +$488K | 1.01% | 44 |
|
|
2019
Q3 | $4.09M | Buy |
+105,036
| New | +$4.09M | 0.85% | 50 |
|