Carson Wealth (CWM LLC)’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
147,117
+77,620
| +112% | +$3.37M | 0.02% | 519 |
|
|
2025
Q1 | $2.63M | Buy |
69,497
+18,164
| +35% | +$688K | 0.01% | 739 |
|
|
2024
Q4 | $1.96M | Buy |
51,333
+4,991
| +11% | +$190K | 0.01% | 791 |
|
|
2024
Q3 | $2.31M | Sell |
46,342
-938
| -2% | -$46.8K | 0.01% | 653 |
|
|
2024
Q2 | $2.3M | Buy |
47,280
+4,724
| +11% | +$230K | 0.01% | 611 |
|
|
2024
Q1 | $2M | Buy |
42,556
+5,162
| +14% | +$243K | 0.01% | 616 |
|
|
2023
Q4 | $1.59M | Buy |
37,394
+2,220
| +6% | +$94.5K | 0.01% | 631 |
|
|
2023
Q3 | $1.31M | Buy |
35,174
+6,661
| +23% | +$248K | 0.01% | 647 |
|
|
2023
Q2 | $1.14M | Buy |
28,513
+3,240
| +13% | +$130K | 0.01% | 671 |
|
|
2023
Q1 | $1.03M | Buy |
25,273
+1,214
| +5% | +$49.7K | 0.01% | 655 |
|
|
2022
Q4 | $914K | Buy |
24,059
+6,462
| +37% | +$245K | 0.01% | 642 |
|
|
2022
Q3 | $481K | Buy |
17,597
+3,490
| +25% | +$95.4K | ﹤0.01% | 755 |
|
|
2022
Q2 | $413K | Sell |
14,107
-3,662
| -21% | -$107K | ﹤0.01% | 789 |
|
|
2022
Q1 | $884K | Buy |
17,769
+4,235
| +31% | +$211K | 0.01% | 588 |
|
|
2021
Q4 | $565K | Buy |
+13,534
| New | +$565K | ﹤0.01% | 692 |
|
|
2021
Q2 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2021
Q1 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2020
Q4 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2020
Q3 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2020
Q2 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2020
Q1 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2019
Q4 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2019
Q3 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2019
Q2 | $687K | Hold |
18,515
| – | – | 0.01% | 624 |
|
|
2019
Q1 | $687K | Buy |
18,515
+14,571
| +369% | +$541K | 0.01% | 624 |
|
|
2018
Q4 | $41K | Sell |
3,944
-1,632
| -29% | -$17K | ﹤0.01% | 918 |
|
|
2018
Q3 | $78K | Buy |
5,576
+203
| +4% | +$2.84K | ﹤0.01% | 657 |
|
|
2018
Q2 | $93K | Buy |
5,373
+75
| +1% | +$1.3K | ﹤0.01% | 531 |
|
|
2018
Q1 | $93K | Buy |
5,298
+1,382
| +35% | +$24.3K | ﹤0.01% | 454 |
|
|
2017
Q4 | $74K | Hold |
3,916
| – | – | ﹤0.01% | 462 |
|
|
2017
Q3 | $55K | Sell |
3,916
-60
| -2% | -$843 | ﹤0.01% | 500 |
|
|
2017
Q2 | $48K | Buy |
3,976
+60
| +2% | +$724 | ﹤0.01% | 485 |
|
|
2017
Q1 | $52K | Sell |
3,916
-651
| -14% | -$8.65K | ﹤0.01% | 451 |
|
|
2016
Q4 | $60K | Buy |
4,567
+3,887
| +572% | +$51.1K | ﹤0.01% | 419 |
|
|
2016
Q3 | $7K | Sell |
680
-389
| -36% | -$4K | ﹤0.01% | 767 |
|
|
2016
Q2 | $12K | Buy |
1,069
+19
| +2% | +$213 | ﹤0.01% | 534 |
|
|
2016
Q1 | $11K | Sell |
1,050
-42
| -4% | -$440 | ﹤0.01% | 508 |
|
|
2015
Q4 | $7K | Hold |
1,092
| – | – | ﹤0.01% | 494 |
|
|
2015
Q3 | $11K | Buy |
+1,092
| New | +$11K | ﹤0.01% | 442 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$15K | – | 248 |
|
|
2013
Q4 | $15K | Sell |
400
-612
| -60% | -$23K | ﹤0.01% | 368 |
|
|
2013
Q3 | $33K | Buy |
+1,012
| New | +$33K | 0.01% | 223 |
|