Exencial Wealth Advisors’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 | $264K | Sell |
6,099
-110
| -2% | -$4.77K | 0.01% | 447 |
|
|
2025
Q1 | $235K | Sell |
6,209
-317
| -5% | -$12K | 0.01% | 463 |
|
|
2024
Q4 | $249K | Sell |
6,526
-572
| -8% | -$21.8K | 0.01% | 447 |
|
|
2024
Q3 | $354K | Buy |
7,098
+306
| +5% | +$15.3K | 0.01% | 408 |
|
|
2024
Q2 | $330K | Buy |
6,792
+69
| +1% | +$3.35K | 0.01% | 410 |
|
|
2024
Q1 | $316K | Buy |
6,723
+476
| +8% | +$22.4K | 0.01% | 422 |
|
|
2023
Q4 | $266K | Buy |
6,247
+772
| +14% | +$32.9K | 0.01% | 426 |
|
|
2023
Q3 | $204K | Sell |
5,475
-179
| -3% | -$6.68K | 0.01% | 408 |
|
|
2023
Q2 | $226K | Buy |
5,654
+210
| +4% | +$8.4K | 0.01% | 406 |
|
|
2023
Q1 | $223K | Sell |
5,444
-601
| -10% | -$24.6K | 0.01% | 386 |
|
|
2022
Q4 | $230K | Buy |
+6,045
| New | +$230K | 0.01% | 392 |
|