Bartlett & Co 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
Q2
$258K Sell
5,955
-169
-3% -$7.33K ﹤0.01% 412
2025
Q1
$232K Sell
6,124
-7,352
-55% -$278K ﹤0.01% 425
2024
Q4
$513K Hold
13,476
0.01% 319
2024
Q3
$673K Sell
13,476
-4,675
-26% -$233K 0.01% 298
2024
Q2
$882K Sell
18,151
-12,264
-40% -$596K 0.01% 267
2024
Q1
$1.43M Sell
30,415
-4,230
-12% -$199K 0.02% 229
2023
Q4
$1.49M Sell
34,645
-5,840
-14% -$251K 0.02% 233
2023
Q3
$1.51M Sell
40,485
-1,105
-3% -$41.2K 0.03% 218
2023
Q2
$1.66M Buy
41,590
+39,700
+2,101% +$1.59M 0.03% 215
2023
Q1
$77.3K Sell
1,890
-1,100
-37% -$45K ﹤0.01% 501
2022
Q4
$114K Hold
2,990
﹤0.01% 455
2022
Q3
$81.7K Sell
2,990
-42
-1% -$1.15K ﹤0.01% 486
2022
Q2
$88.7K Buy
3,032
+142
+5% +$4.16K ﹤0.01% 478
2022
Q1
$144K Buy
+2,890
New +$144K ﹤0.01% 428
2021
Q4
Sell
-1,890
Closed -$61.5K 556
2021
Q3
$61.5K Hold
1,890
﹤0.01% 476
2021
Q2
$70.1K Hold
1,890
﹤0.01% 459
2021
Q1
$62.2K Sell
1,890
-300
-14% -$9.88K ﹤0.01% 499
2020
Q4
$57K Hold
2,190
﹤0.01% 509
2020
Q3
$34.3K Buy
2,190
+300
+16% +$4.69K ﹤0.01% 543
2020
Q2
$21.9K Sell
1,890
-1,000
-35% -$11.6K ﹤0.01% 602
2020
Q1
$19.5K Buy
2,890
+1,000
+53% +$6.75K ﹤0.01% 589
2019
Q4
$24.8K Sell
1,890
-123
-6% -$1.61K ﹤0.01% 631
2019
Q3
$19.3K Buy
2,013
+1,677
+499% +$16K ﹤0.01% 660
2019
Q2
$3.9K Buy
+336
New +$3.9K ﹤0.01% 641