Compass 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
$1.14M Sell
26,301
-6,485
-20% -$281K 0.27% 83
2025
Q1
$1.24M Sell
32,786
-9,006
-22% -$341K 0.32% 77
2024
Q4
$1.59M Sell
41,792
-1,310
-3% -$49.9K 0.38% 74
2024
Q3
$2.15M Sell
43,102
-3,050
-7% -$152K 0.51% 68
2024
Q2
$2.24M Buy
46,152
+60
+0.1% +$2.92K 0.55% 64
2024
Q1
$2.17M Buy
46,092
+850
+2% +$40K 0.54% 63
2023
Q4
$1.93M Sell
45,242
-2,925
-6% -$125K 0.54% 60
2023
Q3
$1.8M Sell
48,167
-325
-0.7% -$12.1K 0.56% 60
2023
Q2
$1.94M Buy
48,492
+11,300
+30% +$452K 0.59% 56
2023
Q1
$1.52M Buy
37,192
+5,210
+16% +$213K 0.48% 68
2022
Q4
$1.22M Buy
+31,982
New +$1.22M 0.4% 73