Gladstone Institutional Advisory’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
$259K Sell
5,967
-3,027
-34% -$131K 0.01% 639
2025
Q1
$340K Sell
8,994
-434
-5% -$16.4K 0.02% 555
2024
Q4
$359K Buy
9,428
+4,958
+111% +$189K 0.02% 547
2024
Q3
$223K Sell
4,470
-4,301
-49% -$215K 0.01% 633
2024
Q2
$426K Buy
8,771
+1,299
+17% +$63.1K 0.02% 455
2024
Q1
$351K Sell
7,472
-4,984
-40% -$234K 0.02% 501
2023
Q4
$530K Buy
12,456
+2,776
+29% +$118K 0.03% 407
2023
Q3
$361K Buy
9,680
+301
+3% +$11.2K 0.02% 454
2023
Q2
$375K Sell
9,379
-1,521
-14% -$60.8K 0.02% 454
2023
Q1
$446K Buy
10,900
+4,142
+61% +$169K 0.03% 433
2022
Q4
$257K Buy
+6,758
New +$257K 0.02% 542
2022
Q2
Sell
-5,940
Closed -$295K 677
2022
Q1
$295K Buy
5,940
+1,159
+24% +$57.6K 0.02% 553
2021
Q4
$200K Buy
+4,781
New +$200K 0.02% 568
2021
Q3
Sell
-9,685
Closed -$359K 565
2021
Q2
$359K Buy
9,685
+1,366
+16% +$50.6K 0.04% 361
2021
Q1
$274K Buy
+8,319
New +$274K 0.04% 332