AOWM
Alpha Omega Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+4,737
| New | +$205K | 0.04% | 202 |
|
|
2024
Q4 | – | Sell |
-4,675
| Closed | -$233K | – | 206 |
|
|
2024
Q3 | $233K | Hold |
4,675
| – | – | 0.04% | 191 |
|
|
2024
Q2 | $227K | Sell |
4,675
-25
| -0.5% | -$1.22K | 0.04% | 191 |
|
|
2024
Q1 | $221K | Hold |
4,700
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $200K | Buy |
+4,700
| New | +$200K | 0.03% | 201 |
|
|
2022
Q2 | – | Sell |
-4,875
| Closed | -$242K | – | 214 |
|
|
2022
Q1 | $242K | Sell |
4,875
-100
| -2% | -$4.96K | 0.04% | 197 |
|
|
2021
Q4 | $221K | Buy |
+4,975
| New | +$221K | 0.03% | 215 |
|
|
2019
Q3 | – | Sell |
-5,250
| Closed | -$61K | – | 337 |
|
|
2019
Q2 | $61K | Sell |
5,250
-500
| -9% | -$5.81K | 0.03% | 225 |
|
|
2019
Q1 | $74K | Hold |
5,750
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $59K | Hold |
5,750
| – | – | 0.03% | 209 |
|
|
2018
Q3 | $80K | Sell |
5,750
-500
| -8% | -$6.96K | 0.04% | 193 |
|
|
2018
Q2 | $108K | Hold |
6,250
| – | – | 0.05% | 174 |
|
|
2018
Q1 | $110K | Sell |
6,250
-3,100
| -33% | -$54.6K | 0.06% | 162 |
|
|
2017
Q4 | $177K | Sell |
9,350
-1,000
| -10% | -$18.9K | 0.09% | 131 |
|
|
2017
Q3 | $145K | Sell |
10,350
-3,500
| -25% | -$49K | 0.07% | 146 |
|
|
2017
Q2 | $166K | Hold |
13,850
| – | – | 0.09% | 138 |
|
|
2017
Q1 | $185K | Hold |
13,850
| – | – | 0.1% | 130 |
|
|
2016
Q4 | $183K | Buy |
+13,850
| New | +$183K | 0.1% | 131 |
|