CWP
Curated Wealth Partners’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,552
| Closed | -$554K | – | 155 |
|
|
2024
Q4 | $554K | Sell |
14,552
-1,649
| -10% | -$62.8K | 0.06% | 81 |
|
|
2024
Q3 | $809K | Buy |
16,201
+25
| +0.2% | +$1.25K | 0.1% | 60 |
|
|
2024
Q2 | $786K | Buy |
+16,176
| New | +$786K | 0.11% | 59 |
|
|
2024
Q1 | – | Sell |
-16,726
| Closed | -$712K | – | 51 |
|
|
2023
Q4 | $712K | Buy |
16,726
+498
| +3% | +$21.2K | 0.12% | 67 |
|
|
2023
Q3 | $605K | Sell |
16,228
-2,154
| -12% | -$80.3K | 0.11% | 65 |
|
|
2023
Q2 | $735K | Sell |
18,382
-421
| -2% | -$16.8K | 0.14% | 53 |
|
|
2023
Q1 | $769K | Sell |
18,803
-1,020
| -5% | -$41.7K | 0.17% | 46 |
|
|
2022
Q4 | $753K | Sell |
19,823
-3,284
| -14% | -$125K | 0.18% | 47 |
|
|
2022
Q3 | $633K | Buy |
23,107
+1,679
| +8% | +$46K | 0.19% | 46 |
|
|
2022
Q2 | $627K | Buy |
21,428
+4,149
| +24% | +$121K | 0.18% | 52 |
|
|
2022
Q1 | $723K | Hold |
17,279
| – | – | 0.25% | 51 |
|
|
2021
Q4 | $723K | Buy |
17,279
+147
| +0.9% | +$6.15K | 0.23% | 53 |
|
|
2021
Q3 | $557K | Buy |
17,132
+2,632
| +18% | +$85.6K | 0.31% | 65 |
|
|
2021
Q2 | $538K | Buy |
+14,500
| New | +$538K | 0.29% | 67 |
|