Essex Savings Bank’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
13,891
-583
-4% -$25.3K 0.14% 136
2025
Q1
$548K Sell
14,474
-2,075
-13% -$78.6K 0.13% 139
2024
Q4
$630K Buy
16,549
+2,400
+17% +$91.4K 0.16% 127
2024
Q3
$706K Sell
14,149
-1,066
-7% -$53.2K 0.18% 122
2024
Q2
$739K Sell
15,215
-333
-2% -$16.2K 0.2% 105
2024
Q1
$662K Hold
15,548
0.19% 117
2023
Q4
$662K Buy
15,548
+468
+3% +$19.9K 0.19% 117
2023
Q3
$562K Sell
15,080
-873
-5% -$32.6K 0.19% 110
2023
Q2
$638K Buy
15,953
+1,913
+14% +$76.5K 0.21% 97
2023
Q1
$574K Sell
14,040
-37
-0.3% -$1.51K 0.2% 110
2022
Q4
$535K Buy
14,077
+212
+2% +$8.06K 0.19% 108
2022
Q3
$379K Buy
13,865
+1,338
+11% +$36.6K 0.15% 134
2022
Q2
$366K Buy
12,527
+5,605
+81% +$164K 0.14% 142
2022
Q1
$344K Buy
6,922
+1,926
+39% +$95.7K 0.11% 155
2021
Q4
$209K Buy
+4,996
New +$209K 0.07% 212
2021
Q3
Sell
-5,063
Closed -$216K 210
2021
Q2
$216K Buy
+5,063
New +$216K 0.08% 201
2019
Q3
Sell
-6,294
Closed -$53K 329
2019
Q2
$53K Buy
6,294
+2,246
+55% +$18.9K 0.02% 430
2019
Q1
$52K Sell
4,048
-218
-5% -$2.8K 0.03% 288
2018
Q4
$44K Buy
+4,266
New +$44K 0.03% 305