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 |
|