Allworth Financial’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Buy |
22,865
+10,303
| +82% | +$447K | ﹤0.01% | 643 |
|
|
2025
Q1 | $473K | Buy |
12,562
+93
| +0.7% | +$3.5K | ﹤0.01% | 696 |
|
|
2024
Q4 | $487K | Buy |
12,469
+5,133
| +70% | +$201K | ﹤0.01% | 694 |
|
|
2024
Q3 | $366K | Buy |
7,336
+500
| +7% | +$25K | ﹤0.01% | 662 |
|
|
2024
Q2 | $314K | Buy |
6,836
+896
| +15% | +$41.1K | ﹤0.01% | 685 |
|
|
2024
Q1 | $279K | Buy |
5,940
+1,622
| +38% | +$76.3K | ﹤0.01% | 688 |
|
|
2023
Q4 | $184K | Buy |
4,318
+1,394
| +48% | +$59.4K | ﹤0.01% | 750 |
|
|
2023
Q3 | $109K | Buy |
2,924
+448
| +18% | +$16.7K | ﹤0.01% | 852 |
|
|
2023
Q2 | $99K | Buy |
2,476
+1,045
| +73% | +$41.8K | ﹤0.01% | 905 |
|
|
2023
Q1 | $58.5K | Buy |
1,431
+388
| +37% | +$15.9K | ﹤0.01% | 1021 |
|
|
2022
Q4 | $39.6K | Sell |
1,043
-469
| -31% | -$17.8K | ﹤0.01% | 1100 |
|
|
2022
Q3 | $41K | Sell |
1,512
-890
| -37% | -$24.1K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $70K | Buy |
2,402
+242
| +11% | +$7.05K | ﹤0.01% | 801 |
|
|
2022
Q1 | $107K | Buy |
2,160
+73
| +3% | +$3.62K | ﹤0.01% | 710 |
|
|
2021
Q4 | $87K | Buy |
2,087
+1,033
| +98% | +$43.1K | ﹤0.01% | 703 |
|
|
2021
Q3 | $34K | Sell |
1,054
-22,127
| -95% | -$714K | ﹤0.01% | 880 |
|
|
2021
Q2 | $860K | Sell |
23,181
-1,075
| -4% | -$39.9K | 0.02% | 196 |
|
|
2021
Q1 | $799K | Buy |
24,256
+21,736
| +863% | +$716K | 0.02% | 185 |
|
|
2020
Q4 | $66K | Buy |
2,520
+1,500
| +147% | +$39.3K | ﹤0.01% | 428 |
|
|
2020
Q3 | $16K | Hold |
1,020
| – | – | ﹤0.01% | 609 |
|
|
2020
Q2 | $12K | Hold |
1,020
| – | – | ﹤0.01% | 685 |
|
|
2020
Q1 | $7K | Hold |
1,020
| – | – | ﹤0.01% | 785 |
|
|
2019
Q4 | $13K | Hold |
1,020
| – | – | ﹤0.01% | 595 |
|
|
2019
Q3 | $10K | Hold |
1,020
| – | – | ﹤0.01% | 581 |
|
|
2019
Q2 | $12K | Buy |
1,020
+650
| +176% | +$7.65K | ﹤0.01% | 544 |
|
|
2019
Q1 | $5K | Buy |
+370
| New | +$5K | ﹤0.01% | 676 |
|
|
2018
Q3 | – | Sell |
-228
| Closed | -$4K | – | 920 |
|
|
2018
Q2 | $4K | Buy |
+228
| New | +$4K | ﹤0.01% | 671 |
|
|
2017
Q3 | – | Sell |
-102
| Closed | -$1K | – | 758 |
|
|
2017
Q2 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 697 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$2K | – | 635 |
|
|
2015
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 534 |
|
|
2015
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 492 |
|
|
2015
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 422 |
|
|
2015
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 428 |
|