EWM
Evermay Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-202
| Closed | -$7.69K | – | 589 |
|
|
2024
Q4 | $7.69K | Sell |
202
-45
| -18% | -$1.71K | ﹤0.01% | 466 |
|
|
2024
Q3 | $12.3K | Sell |
247
-63
| -20% | -$3.15K | ﹤0.01% | 441 |
|
|
2024
Q2 | $15.1K | Hold |
310
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $14.6K | Sell |
310
-13
| -4% | -$611 | ﹤0.01% | 436 |
|
|
2023
Q4 | $13.8K | Buy |
323
+13
| +4% | +$553 | ﹤0.01% | 420 |
|
|
2023
Q3 | $11.6K | Hold |
310
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $12.4K | Buy |
310
+45
| +17% | +$1.8K | ﹤0.01% | 406 |
|
|
2023
Q1 | $10.8K | Buy |
+265
| New | +$10.8K | ﹤0.01% | 412 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$11K | – | 485 |
|
|
2021
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 402 |
|