Fortis 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 | $593K | Hold |
13,675
| – | – | 0.38% | 51 |
|
|
2025
Q1 | $518K | Buy |
13,675
+1,600
| +13% | +$60.6K | 0.34% | 57 |
|
|
2024
Q4 | $460K | Buy |
12,075
+1,275
| +12% | +$48.6K | 0.3% | 63 |
|
|
2024
Q3 | $539K | Hold |
10,800
| – | – | 0.35% | 53 |
|
|
2024
Q2 | $525K | Sell |
10,800
-1,074
| -9% | -$52.2K | 0.37% | 43 |
|
|
2024
Q1 | $558K | Buy |
11,874
+74
| +0.6% | +$3.48K | 0.37% | 41 |
|
|
2023
Q4 | $502K | Hold |
11,800
| – | – | 0.36% | 41 |
|
|
2023
Q3 | $440K | Hold |
11,800
| – | – | 0.33% | 47 |
|
|
2023
Q2 | $472K | Hold |
11,800
| – | – | 0.34% | 43 |
|
|
2023
Q1 | $483K | Sell |
11,800
-3,250
| -22% | -$133K | 0.32% | 43 |
|
|
2022
Q4 | $572K | Hold |
15,050
| – | – | 0.44% | 34 |
|
|
2022
Q3 | $411K | Buy |
15,050
+3,050
| +25% | +$83.3K | 0.29% | 47 |
|
|
2022
Q2 | $351K | Buy |
12,000
+3,000
| +33% | +$87.8K | 0.23% | 61 |
|
|
2022
Q1 | $448K | Sell |
9,000
-1,500
| -14% | -$74.7K | 0.25% | 57 |
|
|
2021
Q4 | $438K | Buy |
10,500
+1,500
| +17% | +$62.6K | 0.25% | 56 |
|
|
2021
Q3 | $293K | Buy |
9,000
+3,000
| +50% | +$97.7K | 0.18% | 75 |
|
|
2021
Q2 | $223K | Buy |
+6,000
| New | +$223K | 0.13% | 94 |
|
|
2020
Q1 | – | Sell |
-26,682
| Closed | -$350K | – | 338 |
|
|
2019
Q4 | $350K | Hold |
26,682
| – | – | 0.21% | 65 |
|
|
2019
Q3 | $255K | Buy |
26,682
+24,872
| +1,374% | +$238K | 0.12% | 86 |
|
|
2019
Q2 | $21K | Hold |
1,810
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $23K | Sell |
1,810
-305
| -14% | -$3.88K | 0.01% | 263 |
|
|
2018
Q4 | $22K | Sell |
2,115
-1,388
| -40% | -$14.4K | 0.01% | 255 |
|
|
2018
Q3 | $49K | Hold |
3,503
| – | – | 0.03% | 202 |
|
|
2018
Q2 | $60K | Buy |
+3,503
| New | +$60K | 0.03% | 192 |
|