First Personal Financial Services’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $242K | Buy |
4,841
+14
| +0.3% | +$699 | 0.05% | 115 |
|
|
2024
Q2 | $235K | Hold |
4,827
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $227K | Sell |
4,827
-91
| -2% | -$4.28K | 0.05% | 111 |
|
|
2023
Q4 | $209K | Sell |
4,918
-99
| -2% | -$4.21K | 0.05% | 110 |
|
|
2023
Q3 | $187K | Sell |
5,017
-681
| -12% | -$25.4K | 0.05% | 112 |
|
|
2023
Q2 | $228K | Sell |
5,698
-800
| -12% | -$32K | 0.06% | 105 |
|
|
2023
Q1 | $266K | Sell |
6,498
-10,566
| -62% | -$432K | 0.07% | 103 |
|
|
2022
Q4 | $648K | Hold |
17,064
| – | – | 0.18% | 74 |
|
|
2022
Q3 | $466K | Buy |
17,064
+9,901
| +138% | +$270K | 0.14% | 81 |
|
|
2022
Q2 | $210K | Sell |
7,163
-15,294
| -68% | -$448K | 0.06% | 105 |
|
|
2022
Q1 | $1.12M | Sell |
22,457
-14,011
| -38% | -$697K | 0.26% | 70 |
|
|
2021
Q4 | $1.52M | Sell |
36,468
-2,082
| -5% | -$86.9K | 0.34% | 62 |
|
|
2021
Q3 | $1.25M | Sell |
38,550
-1,038
| -3% | -$33.8K | 0.31% | 63 |
|
|
2021
Q2 | $1.47M | Sell |
39,588
-3,151
| -7% | -$117K | 0.38% | 57 |
|
|
2021
Q1 | $1.41M | Sell |
42,739
-10,774
| -20% | -$355K | 0.38% | 58 |
|
|
2020
Q4 | $1.39M | Sell |
53,513
-3,317
| -6% | -$86.3K | 0.4% | 57 |
|
|
2020
Q3 | $889K | Sell |
56,830
-16,319
| -22% | -$255K | 0.28% | 62 |
|
|
2020
Q2 | $846K | Sell |
73,149
-5,089
| -7% | -$58.9K | 0.29% | 63 |
|
|
2020
Q1 | $528K | Buy |
78,238
+53,352
| +214% | +$360K | 0.2% | 69 |
|
|
2019
Q4 | $327K | Buy |
24,886
+1,109
| +5% | +$14.6K | 0.11% | 98 |
|
|
2019
Q3 | $228K | Buy |
23,777
+3,684
| +18% | +$35.3K | 0.07% | 125 |
|
|
2019
Q2 | $233K | Buy |
20,093
+2,869
| +17% | +$33.3K | 0.07% | 159 |
|
|
2019
Q1 | $222K | Buy |
17,224
+600
| +4% | +$7.73K | 0.07% | 158 |
|
|
2018
Q4 | $171K | Sell |
16,624
-354
| -2% | -$3.64K | 0.06% | 161 |
|
|
2018
Q3 | $236K | Buy |
16,978
+200
| +1% | +$2.78K | 0.07% | 155 |
|
|
2018
Q2 | $290K | Sell |
16,778
-679
| -4% | -$11.7K | 0.1% | 145 |
|
|
2018
Q1 | $307K | Sell |
17,457
-26,478
| -60% | -$466K | 0.07% | 180 |
|
|
2017
Q4 | $833K | Sell |
43,935
-1,640
| -4% | -$31.1K | 0.16% | 114 |
|
|
2017
Q3 | $640K | Sell |
45,575
-600
| -1% | -$8.43K | 0.14% | 123 |
|
|
2017
Q2 | $555K | Sell |
46,175
-1,153
| -2% | -$13.9K | 0.12% | 133 |
|
|
2017
Q1 | $632K | Buy |
47,328
+36,433
| +334% | +$487K | 0.15% | 110 |
|
|
2016
Q4 | $144K | Buy |
10,895
+4,307
| +65% | +$56.9K | 0.04% | 227 |
|
|
2016
Q3 | $72K | Sell |
6,588
-897
| -12% | -$9.8K | 0.02% | 235 |
|
|
2016
Q2 | $83K | Buy |
7,485
+1,024
| +16% | +$11.4K | 0.03% | 211 |
|
|
2016
Q1 | $67K | Sell |
6,461
-180
| -3% | -$1.87K | 0.03% | 163 |
|
|
2015
Q4 | $45K | Buy |
6,641
+331
| +5% | +$2.24K | 0.03% | 186 |
|
|
2015
Q3 | $62K | Hold |
6,310
| – | – | 0.04% | 161 |
|
|
2015
Q2 | $118K | Buy |
6,310
+795
| +14% | +$14.9K | 0.07% | 129 |
|
|
2015
Q1 | $105K | Buy |
5,515
+113
| +2% | +$2.15K | 0.06% | 132 |
|
|
2014
Q4 | $126K | Buy |
+5,402
| New | +$126K | 0.07% | 126 |
|