Crestwood Advisors Group’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
$212K Buy
+4,887
New +$212K ﹤0.01% 507
2014
Q1
Sell
-8,705
Closed -$329K 126
2013
Q4
$329K Sell
8,705
-987
-10% -$37.3K 0.05% 95
2013
Q3
$321K Buy
9,692
+148
+2% +$4.9K 0.06% 92
2013
Q2
$264K Buy
+9,544
New +$264K 0.05% 107