Affinity Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-123,488
| Closed | -$4.7M | – | 98 |
|
|
2024
Q4 | $4.7M | Sell |
123,488
-1,682
| -1% | -$64.1K | 0.83% | 28 |
|
|
2024
Q3 | $6.25M | Buy |
125,170
+1,642
| +1% | +$82K | 1.11% | 22 |
|
|
2024
Q2 | $6M | Buy |
123,528
+886
| +0.7% | +$43.1K | 1.1% | 24 |
|
|
2024
Q1 | $5.77M | Buy |
122,642
+2,386
| +2% | +$112K | 1.07% | 27 |
|
|
2023
Q4 | $5.12M | Sell |
120,256
-9,676
| -7% | -$412K | 1.05% | 28 |
|
|
2023
Q3 | $4.85M | Buy |
129,932
+3,329
| +3% | +$124K | 1.12% | 29 |
|
|
2023
Q2 | $5.06M | Buy |
126,603
+4,310
| +4% | +$172K | 1.16% | 29 |
|
|
2023
Q1 | $5M | Buy |
122,293
+3,535
| +3% | +$145K | 1.18% | 28 |
|
|
2022
Q4 | $4.51M | Buy |
118,758
+25,949
| +28% | +$986K | 1.07% | 21 |
|
|
2022
Q3 | $2.54M | Buy |
92,809
+4,539
| +5% | +$124K | 0.63% | 35 |
|
|
2022
Q2 | $2.38M | Buy |
88,270
+15,049
| +21% | +$406K | 0.55% | 40 |
|
|
2022
Q1 | $3.68M | Sell |
73,221
-46,451
| -39% | -$2.33M | 0.75% | 30 |
|
|
2021
Q4 | $5.3M | Sell |
119,672
-7,066
| -6% | -$313K | 1.09% | 23 |
|
|
2021
Q3 | $4.13M | Buy |
126,738
+142
| +0.1% | +$4.63K | 0.81% | 27 |
|
|
2021
Q2 | $4.39M | Buy |
126,596
+2,924
| +2% | +$101K | 0.87% | 29 |
|
|
2021
Q1 | $4.44M | Buy |
123,672
+109
| +0.1% | +$3.91K | 0.91% | 27 |
|
|
2020
Q4 | $3.92M | Buy |
123,563
+5,674
| +5% | +$180K | 0.83% | 27 |
|
|
2020
Q3 | $1.99M | Buy |
117,889
+19,602
| +20% | +$330K | 0.53% | 33 |
|
|
2020
Q2 | $1.27M | Buy |
+98,287
| New | +$1.27M | 1.6% | 28 |
|