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