Congress 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 | $736K | Buy |
16,971
+2,593
| +18% | +$112K | 0.01% | 799 |
|
|
2025
Q1 | $553K | Buy |
14,378
+3,986
| +38% | +$153K | 0.01% | 785 |
|
|
2024
Q4 | $396K | Sell |
10,392
-7,430
| -42% | -$283K | 0.01% | 693 |
|
|
2024
Q3 | $890K | Sell |
17,822
-306,812
| -95% | -$15.3M | 0.01% | 533 |
|
|
2024
Q2 | $15.8M | Buy |
324,634
+15,027
| +5% | +$730K | 0.25% | 113 |
|
|
2024
Q1 | $14.6M | Buy |
309,607
+3,740
| +1% | +$176K | 0.25% | 117 |
|
|
2023
Q4 | $13M | Buy |
305,867
+9,359
| +3% | +$398K | 0.24% | 123 |
|
|
2023
Q3 | $11.1M | Buy |
296,508
+8,224
| +3% | +$307K | 0.23% | 129 |
|
|
2023
Q2 | $11.5M | Buy |
288,284
+1,458
| +0.5% | +$58.3K | 0.27% | 114 |
|
|
2023
Q1 | $11.7M | Sell |
286,826
-2,388
| -0.8% | -$97.7K | 0.28% | 102 |
|
|
2022
Q4 | $11M | Buy |
289,214
+363
| +0.1% | +$13.8K | 0.28% | 106 |
|
|
2022
Q3 | $7.89M | Buy |
288,851
+14,852
| +5% | +$406K | 0.21% | 143 |
|
|
2022
Q2 | $8.02M | Buy |
273,999
+1,538
| +0.6% | +$45K | 0.2% | 150 |
|
|
2022
Q1 | $13.6M | Buy |
272,461
+3,548
| +1% | +$176K | 0.3% | 88 |
|
|
2021
Q4 | $11.2M | Buy |
+268,913
| New | +$11.2M | 0.22% | 128 |
|