EverSource Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $780K | Buy |
17,998
+9,195
| +104% | +$399K | 0.04% | 335 |
|
2025
Q1 | $333K | Buy |
8,803
+2,438
| +38% | +$92.3K | 0.02% | 485 |
|
2024
Q4 | $242K | Sell |
6,365
-1,921
| -23% | -$73.1K | 0.01% | 583 |
|
2024
Q3 | $414K | Sell |
8,286
-2,376
| -22% | -$119K | 0.03% | 374 |
|
2024
Q2 | $484K | Buy |
10,662
+3,581
| +51% | +$163K | 0.03% | 323 |
|
2024
Q1 | $354K | Buy |
7,081
+1,158
| +20% | +$57.8K | 0.03% | 339 |
|
2023
Q4 | $252K | Sell |
5,923
-158
| -3% | -$6.73K | 0.02% | 382 |
|
2023
Q3 | $227K | Buy |
6,081
+161
| +3% | +$6K | 0.02% | 371 |
|
2023
Q2 | $237K | Buy |
5,920
+2,819
| +91% | +$113K | 0.03% | 368 |
|
2023
Q1 | $127K | Buy |
3,101
+582
| +23% | +$23.8K | 0.02% | 470 |
|
2022
Q4 | $95.7K | Sell |
2,519
-2,237
| -47% | -$85K | 0.01% | 521 |
|
2022
Q3 | $130K | Buy |
4,756
+4,445
| +1,429% | +$121K | 0.03% | 367 |
|
2022
Q2 | $10K | Sell |
311
-116
| -27% | -$3.73K | ﹤0.01% | 1028 |
|
2022
Q1 | $22K | Buy |
427
+108
| +34% | +$5.56K | 0.01% | 658 |
|
2021
Q4 | $13K | Buy |
+319
| New | +$13K | ﹤0.01% | 844 |
|