CWM
Circle Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $406K | Hold |
10,726
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $408K | Hold |
10,726
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $535K | Hold |
10,726
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $521K | Sell |
10,726
-805
| -7% | -$39.1K | 0.01% | 157 |
|
|
2024
Q1 | $542K | Hold |
11,531
| – | – | 0.01% | 138 |
|
|
2023
Q4 | $491K | Sell |
11,531
-53
| -0.5% | -$2.26K | 0.01% | 138 |
|
|
2023
Q3 | $432K | Buy |
11,584
+53
| +0.5% | +$1.98K | 0.01% | 145 |
|
|
2023
Q2 | $461K | Hold |
11,531
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $472K | Hold |
11,531
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $438K | Buy |
11,531
+126
| +1% | +$4.79K | 0.07% | 106 |
|
|
2022
Q3 | $312K | Sell |
11,405
-126
| -1% | -$3.45K | 0.05% | 132 |
|
|
2022
Q2 | $337K | Sell |
11,531
-34
| -0.3% | -$994 | 0.05% | 133 |
|
|
2022
Q1 | $575K | Sell |
11,565
-312
| -3% | -$15.5K | 0.08% | 115 |
|
|
2021
Q4 | $496K | Buy |
+11,877
| New | +$496K | 0.06% | 125 |
|
|
2021
Q1 | – | Sell |
-64,831
| Closed | -$1.69M | – | 179 |
|
|
2020
Q4 | $1.69M | Hold |
64,831
| – | – | 0.24% | 46 |
|
|
2020
Q3 | $1.01M | Sell |
64,831
-400
| -0.6% | -$6.26K | 0.17% | 65 |
|
|
2020
Q2 | $755K | Sell |
65,231
-3,756
| -5% | -$43.5K | 0.13% | 78 |
|
|
2020
Q1 | $466K | Sell |
68,987
-23,089
| -25% | -$156K | 0.09% | 111 |
|
|
2019
Q4 | $1.21M | Hold |
92,076
| – | – | 0.21% | 57 |
|
|
2019
Q3 | $881K | Buy |
92,076
+89
| +0.1% | +$852 | 0.19% | 69 |
|
|
2019
Q2 | $1.07M | Sell |
91,987
-21,513
| -19% | -$250K | 0.23% | 61 |
|
|
2019
Q1 | $1.46M | Buy |
+113,500
| New | +$1.46M | 0.33% | 48 |
|