EP Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
15,779
+3,547
| +29% | +$154K | ﹤0.01% | 665 |
|
|
2025
Q1 | $463K | Sell |
12,232
-4,215
| -26% | -$160K | ﹤0.01% | 739 |
|
|
2024
Q4 | $626K | Sell |
16,447
-416
| -2% | -$15.8K | 0.01% | 624 |
|
|
2024
Q3 | $842K | Buy |
16,863
+3,515
| +26% | +$175K | 0.01% | 535 |
|
|
2024
Q2 | $649K | Buy |
13,348
+1,282
| +11% | +$62.3K | 0.01% | 482 |
|
|
2024
Q1 | $567K | Buy |
12,066
+133
| +1% | +$6.25K | 0.01% | 490 |
|
|
2023
Q4 | $508K | Sell |
11,933
-6,184
| -34% | -$263K | 0.01% | 486 |
|
|
2023
Q3 | $676K | Buy |
18,117
+6,213
| +52% | +$232K | 0.01% | 400 |
|
|
2023
Q2 | $694K | Buy |
+11,904
| New | +$694K | 0.01% | 398 |
|
|
2023
Q1 | – | Sell |
-11,871
| Closed | -$451K | – | 657 |
|
|
2022
Q4 | $451K | Buy |
+11,871
| New | +$451K | 0.01% | 401 |
|
|
2022
Q3 | – | Sell |
-14,462
| Closed | -$423K | – | 430 |
|
|
2022
Q2 | $423K | Buy |
14,462
+7,032
| +95% | +$206K | 0.01% | 407 |
|
|
2022
Q1 | $370K | Buy |
7,430
+1,660
| +29% | +$82.7K | 0.01% | 445 |
|
|
2021
Q4 | $241K | Sell |
5,770
-592
| -9% | -$24.7K | 0.01% | 500 |
|
|
2021
Q3 | $207K | Buy |
6,362
+10
| +0.2% | +$325 | 0.01% | 503 |
|
|
2021
Q2 | $236K | Sell |
6,352
-1,311
| -17% | -$48.7K | 0.01% | 491 |
|
|
2021
Q1 | $252K | Sell |
7,663
-1,342
| -15% | -$44.1K | 0.01% | 434 |
|
|
2020
Q4 | $234K | Buy |
+9,005
| New | +$234K | 0.01% | 383 |
|
|
2020
Q2 | – | Sell |
-10,141
| Closed | -$68K | – | 373 |
|
|
2020
Q1 | $68K | Buy |
+10,141
| New | +$68K | ﹤0.01% | 356 |
|