Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.07M | Buy |
27,991
+22,759
| +435% | +$867K | 0.15% | 136 |
|
|
2024
Q3 | $261K | Sell |
5,232
-402
| -7% | -$20.1K | 0.04% | 189 |
|
|
2024
Q2 | $274K | Sell |
5,634
-339
| -6% | -$16.5K | 0.04% | 195 |
|
|
2024
Q1 | $281K | Sell |
5,973
-66
| -1% | -$3.1K | 0.04% | 199 |
|
|
2023
Q4 | $257K | Sell |
6,039
-35
| -0.6% | -$1.49K | 0.04% | 190 |
|
|
2023
Q3 | $226K | Sell |
6,074
-196
| -3% | -$7.31K | 0.04% | 199 |
|
|
2023
Q2 | $251K | Sell |
6,270
-90
| -1% | -$3.6K | 0.05% | 191 |
|
|
2023
Q1 | $260K | Sell |
6,360
-2,142
| -25% | -$87.6K | 0.05% | 189 |
|
|
2022
Q4 | $323K | Buy |
+8,502
| New | +$323K | 0.07% | 168 |
|
|
2022
Q3 | – | Sell |
-43,470
| Closed | -$1.27M | – | 197 |
|
|
2022
Q2 | $1.27M | Buy |
43,470
+633
| +1% | +$18.5K | 0.28% | 109 |
|
|
2022
Q1 | $2.13M | Buy |
+42,837
| New | +$2.13M | 0.38% | 84 |
|
|
2021
Q3 | – | Sell |
-99,115
| Closed | -$3.68M | – | 195 |
|
|
2021
Q2 | $3.68M | Buy |
+99,115
| New | +$3.68M | 0.65% | 56 |
|