Geneos Wealth Management’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 | $517K | Sell |
11,933
-7,180
| -38% | -$311K | 0.01% | 699 |
|
2025
Q1 | $948K | Buy |
19,113
+11,812
| +162% | +$586K | 0.01% | 683 |
|
2024
Q4 | $278K | Buy |
+7,301
| New | +$278K | 0.01% | 732 |
|
2022
Q1 | – | Sell |
-12,658
| Closed | -$528K | – | 2820 |
|
2021
Q4 | $528K | Sell |
12,658
-10,969
| -46% | -$458K | 0.02% | 563 |
|
2021
Q3 | $775K | Sell |
23,627
-1,780
| -7% | -$58.4K | 0.03% | 455 |
|
2021
Q2 | $943K | Sell |
25,407
-59
| -0.2% | -$2.19K | 0.04% | 380 |
|
2021
Q1 | $960K | Buy |
25,466
+60
| +0.2% | +$2.26K | 0.03% | 431 |
|
2020
Q4 | $824K | Sell |
25,406
-4,112
| -14% | -$133K | 0.03% | 405 |
|
2020
Q3 | $451K | Buy |
29,518
+247
| +0.8% | +$3.77K | 0.02% | 456 |
|
2020
Q2 | $315K | Sell |
29,271
-34,883
| -54% | -$375K | 0.02% | 530 |
|
2020
Q1 | $397K | Sell |
64,154
-253
| -0.4% | -$1.57K | 0.03% | 419 |
|
2019
Q4 | $839K | Sell |
64,407
-15,858
| -20% | -$207K | 0.04% | 332 |
|
2019
Q3 | $774K | Sell |
80,265
-8,011
| -9% | -$77.3K | 0.05% | 318 |
|
2019
Q2 | $1.02M | Sell |
88,276
-5,542
| -6% | -$64.3K | 0.06% | 272 |
|
2019
Q1 | $1.21M | Buy |
93,818
+7,799
| +9% | +$101K | 0.08% | 245 |
|
2018
Q4 | $900K | Sell |
86,019
-1,667
| -2% | -$17.4K | 0.07% | 265 |
|
2018
Q3 | $1.22M | Buy |
87,686
+36,630
| +72% | +$510K | 0.08% | 233 |
|
2018
Q2 | $881K | Sell |
51,056
-4,574
| -8% | -$78.9K | 0.07% | 241 |
|
2018
Q1 | $977K | Sell |
55,630
-3,739
| -6% | -$65.7K | 0.09% | 217 |
|
2017
Q4 | $1.13M | Sell |
59,369
-39,827
| -40% | -$755K | 0.1% | 191 |
|
2017
Q3 | $1.39M | Sell |
99,196
-3,000
| -3% | -$42.1K | 0.14% | 153 |
|
2017
Q2 | $1.23M | Buy |
102,196
+16,439
| +19% | +$197K | 0.13% | 159 |
|
2017
Q1 | $1.15M | Buy |
85,757
+12,497
| +17% | +$167K | 0.12% | 159 |
|
2016
Q4 | $966K | Sell |
73,260
-13,027
| -15% | -$172K | 0.13% | 163 |
|
2016
Q3 | $937K | Sell |
86,287
-5,343
| -6% | -$58K | 0.13% | 167 |
|
2016
Q2 | $1.04M | Buy |
91,630
+12,772
| +16% | +$145K | 0.15% | 147 |
|
2016
Q1 | $779K | Buy |
+78,858
| New | +$779K | 0.12% | 172 |
|