EWA
Encompass Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
5,342
+14
| +0.3% | +$607 | 0.08% | 95 |
|
|
2025
Q1 | $202K | Hold |
5,328
| – | – | 0.08% | 98 |
|
|
2024
Q4 | $203K | Hold |
5,328
| – | – | 0.08% | 97 |
|
|
2024
Q3 | $266K | Hold |
5,328
| – | – | 0.07% | 204 |
|
|
2024
Q2 | $259K | Hold |
5,328
| – | – | 0.07% | 199 |
|
|
2024
Q1 | $251K | Hold |
5,328
| – | – | 0.07% | 211 |
|
|
2023
Q4 | $227K | Buy |
+5,328
| New | +$227K | 0.07% | 199 |
|
|
2023
Q3 | – | Sell |
-5,328
| Closed | -$213K | – | 290 |
|
|
2023
Q2 | $213K | Hold |
5,328
| – | – | 0.07% | 195 |
|
|
2023
Q1 | $218K | Hold |
5,328
| – | – | 0.07% | 187 |
|
|
2022
Q4 | $202K | Buy |
+5,328
| New | +$202K | 0.07% | 193 |
|
|
2022
Q2 | – | Sell |
-5,328
| Closed | -$265K | – | 238 |
|
|
2022
Q1 | $265K | Hold |
5,328
| – | – | 0.07% | 188 |
|
|
2021
Q4 | $222K | Buy |
+5,328
| New | +$222K | 0.05% | 208 |
|
|
2021
Q2 | – | Sell |
-5,328
| Closed | -$208K | – | 356 |
|
|
2021
Q1 | $208K | Buy |
+5,328
| New | +$208K | 0.05% | 213 |
|