EHWM
Eads & Heald Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
18,992
-1,065
| -5% | -$46.2K | 0.41% | 94 |
|
|
2025
Q1 | $759K | Sell |
20,057
-40
| -0.2% | -$1.51K | 0.39% | 98 |
|
|
2024
Q4 | $765K | Buy |
20,097
+4,050
| +25% | +$154K | 0.38% | 98 |
|
|
2024
Q3 | $801K | Sell |
16,047
-1,780
| -10% | -$88.9K | 0.38% | 95 |
|
|
2024
Q2 | $866K | Buy |
17,827
+1,555
| +10% | +$75.5K | 0.42% | 88 |
|
|
2024
Q1 | $765K | Buy |
16,272
+120
| +0.7% | +$5.64K | 0.36% | 100 |
|
|
2023
Q4 | $688K | Buy |
16,152
+3,028
| +23% | +$129K | 0.33% | 101 |
|
|
2023
Q3 | $489K | Buy |
13,124
+940
| +8% | +$35K | 0.26% | 109 |
|
|
2023
Q2 | $487K | Sell |
12,184
-1,845
| -13% | -$73.7K | 0.24% | 115 |
|
|
2023
Q1 | $574K | Sell |
14,029
-780
| -5% | -$31.9K | 0.28% | 108 |
|
|
2022
Q4 | $563K | Sell |
14,809
-1,400
| -9% | -$53.2K | 0.29% | 107 |
|
|
2022
Q3 | $443K | Sell |
16,209
-8,285
| -34% | -$226K | 0.25% | 112 |
|
|
2022
Q2 | $717K | Buy |
24,494
+495
| +2% | +$14.5K | 0.39% | 96 |
|
|
2022
Q1 | $1.19M | Sell |
23,999
-193
| -0.8% | -$9.6K | 0.55% | 83 |
|
|
2021
Q4 | $1.01M | Buy |
+24,192
| New | +$1.01M | 0.44% | 91 |
|
|
2015
Q1 | – | Sell |
-15,020
| Closed | -$351K | – | 136 |
|
|
2014
Q4 | $351K | Sell |
15,020
-385
| -2% | -$9K | 0.22% | 111 |
|
|
2014
Q3 | $503K | Buy |
15,405
+855
| +6% | +$27.9K | 0.34% | 101 |
|
|
2014
Q2 | $531K | Buy |
14,550
+2,925
| +25% | +$107K | 0.35% | 98 |
|
|
2014
Q1 | $384K | Buy |
11,625
+2,804
| +32% | +$92.6K | 0.25% | 105 |
|
|
2013
Q4 | $333K | Buy |
8,821
+1,136
| +15% | +$42.9K | 0.22% | 107 |
|
|
2013
Q3 | $254K | Buy |
7,685
+260
| +4% | +$8.59K | 0.18% | 107 |
|
|
2013
Q2 | $205K | Buy |
+7,425
| New | +$205K | 0.15% | 111 |
|