EFS
Essex Financial Services’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
21,718
+2,530
| +13% | +$110K | 0.06% | 269 |
|
|
2025
Q1 | $726K | Buy |
19,188
+561
| +3% | +$21.2K | 0.05% | 305 |
|
|
2024
Q4 | $709K | Sell |
18,627
-756
| -4% | -$28.8K | 0.05% | 306 |
|
|
2024
Q3 | $941K | Sell |
19,383
-515
| -3% | -$25K | 0.07% | 258 |
|
|
2024
Q2 | $817K | Buy |
19,898
+2,567
| +15% | +$105K | 0.06% | 279 |
|
|
2024
Q1 | $815K | Sell |
17,331
-5,857
| -25% | -$275K | 0.08% | 234 |
|
|
2023
Q4 | $987K | Sell |
23,188
-5,240
| -18% | -$223K | 0.1% | 192 |
|
|
2023
Q3 | $1.06M | Sell |
28,428
-1,291
| -4% | -$48.1K | 0.12% | 171 |
|
|
2023
Q2 | $1.19M | Sell |
29,719
-25,425
| -46% | -$1.02M | 0.14% | 155 |
|
|
2023
Q1 | $2.26M | Buy |
55,144
+5,592
| +11% | +$229K | 0.24% | 98 |
|
|
2022
Q4 | $1.88M | Buy |
49,552
+13,649
| +38% | +$518K | 0.2% | 107 |
|
|
2022
Q3 | $981K | Sell |
35,903
-79,027
| -69% | -$2.16M | 0.12% | 166 |
|
|
2022
Q2 | $3.36M | Sell |
114,930
-85,453
| -43% | -$2.5M | 0.37% | 65 |
|
|
2022
Q1 | $9.97M | Buy |
200,383
+59,636
| +42% | +$2.97M | 0.96% | 19 |
|
|
2021
Q4 | $5.87M | Buy |
140,747
+52,515
| +60% | +$2.19M | 0.58% | 41 |
|
|
2021
Q3 | $2.87M | Buy |
88,232
+73,798
| +511% | +$2.4M | 0.33% | 75 |
|
|
2021
Q2 | $475K | Hold |
14,434
| – | – | 0.07% | 242 |
|
|
2021
Q1 | $475K | Buy |
14,434
+895
| +7% | +$29.5K | 0.09% | 200 |
|
|
2020
Q4 | $352K | Buy |
13,539
+351
| +3% | +$9.13K | 0.07% | 228 |
|
|
2020
Q3 | $206K | Buy |
+13,188
| New | +$206K | 0.05% | 259 |
|
|
2015
Q1 | – | Sell |
-10,819
| Closed | -$253K | – | 326 |
|
|
2014
Q4 | $253K | Buy |
10,819
+1,639
| +18% | +$38.3K | 0.07% | 259 |
|
|
2014
Q3 | $300K | Buy |
9,180
+2,955
| +47% | +$96.6K | 0.09% | 226 |
|
|
2014
Q2 | $227K | Sell |
6,225
-2,750
| -31% | -$100K | 0.07% | 268 |
|
|
2014
Q1 | $297K | Sell |
8,975
-375
| -4% | -$12.4K | 0.1% | 218 |
|
|
2013
Q4 | $353K | Sell |
9,350
-647
| -6% | -$24.4K | 0.12% | 177 |
|
|
2013
Q3 | $331 | Sell |
9,997
-137
| -1% | -$5 | 0.1% | 181 |
|
|
2013
Q2 | $280K | Buy |
+10,134
| New | +$280K | 0.1% | 199 |
|