Caldwell Trust’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40.2K Hold
2025
Q2
$44.4K Hold
2025
Q1
$38.8K Buy
2024
Q4
$38.1K Hold
2024
Q3
$49.9K Hold
2024
Q2
$48.6K Hold
2024
Q1
$47K Hold
2023
Q4
$42.6K Hold
2023
Q3
$37.3K Sell
2023
Q2
$44.9K Buy
2023
Q1
$40.9K Hold
2022
Q4
$38K Hold
2022
Q3
$27.3K Hold
2022
Q2
$29.3K Hold
2022
Q1
$49.7K Hold
2021
Q4
$41.7K Hold
2021
Q3
$32.5K Hold
2021
Q2
$37.1K Hold
2021
Q1
$32.9K Buy
2020
Q2
Sell
2020
Q1
$1.08K Buy