Castle Rock 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 | $247K | Sell |
5,405
-1,548
| -22% | -$70.7K | 0.06% | 227 |
|
|
2025
Q1 | $262K | Buy |
6,953
+118
| +2% | +$4.45K | 0.07% | 201 |
|
|
2024
Q4 | $270K | Buy |
6,835
+76
| +1% | +$3K | 0.06% | 203 |
|
|
2024
Q3 | $343K | Buy |
6,759
+197
| +3% | +$10K | 0.08% | 187 |
|
|
2024
Q2 | $318K | Buy |
6,562
+40
| +0.6% | +$1.94K | 0.08% | 191 |
|
|
2024
Q1 | $326K | Buy |
6,522
+215
| +3% | +$10.7K | 0.09% | 178 |
|
|
2023
Q4 | $260K | Buy |
+6,307
| New | +$260K | 0.08% | 194 |
|
|
2022
Q2 | – | Sell |
-4,276
| Closed | -$217K | – | 224 |
|
|
2022
Q1 | $217K | Sell |
4,276
-2,270
| -35% | -$115K | 0.1% | 213 |
|
|
2021
Q4 | $268K | Buy |
6,546
+28
| +0.4% | +$1.15K | 0.11% | 211 |
|
|
2021
Q3 | $257K | Sell |
6,518
-532
| -8% | -$21K | 0.09% | 224 |
|
|
2021
Q2 | $269K | Buy |
+7,050
| New | +$269K | 0.1% | 215 |
|