Congress Wealth Management’s Freeport-McMoran FCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$736K	Buy	16,971 +2,593	+18%	+$98.5K	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%	-$332K	0.01%	693
2024 Q3	$890K	Sell	17,822 -306,812	-95%	-$13.8M	0.01%	533
2024 Q2	$15.8M	Buy	324,634 +15,027	+5%	+$757K	0.25%	113
2024 Q1	$14.6M	Buy	309,607 +3,740	+1%	+$151K	0.25%	117
2023 Q4	$13M	Buy	305,867 +9,359	+3%	+$346K	0.24%	123
2023 Q3	$11.1M	Buy	296,508 +8,224	+3%	+$331K	0.23%	129
2023 Q2	$11.5M	Buy	288,284 +1,458	+0.5%	+$55.6K	0.27%	114
2023 Q1	$11.7M	Sell	286,826 -2,388	-0.8%	-$99.3K	0.28%	102
2022 Q4	$11M	Buy	289,214 +363	+0.1%	+$12.7K	0.28%	106
2022 Q3	$7.89M	Buy	288,851 +14,852	+5%	+$435K	0.21%	143
2022 Q2	$8.02M	Buy	273,999 +1,538	+0.6%	+$61.6K	0.2%	150
2022 Q1	$13.6M	Buy	272,461 +3,548	+1%	+$157K	0.3%	88
2021 Q4	$11.2M	Buy	+268,913	New	+$10.2M	0.22%	129