Glassman Wealth 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
Q1 | – | Sell |
-1,668
| Closed | -$71K | – | 760 |
|
|
2023
Q4 | $71K | Buy |
1,668
+171
| +11% | +$7.28K | 0.01% | 370 |
|
|
2023
Q3 | $55.8K | Sell |
1,497
-11
| -0.7% | -$410 | 0.01% | 398 |
|
|
2023
Q2 | $60.3K | Sell |
1,508
-94
| -6% | -$3.76K | 0.01% | 359 |
|
|
2023
Q1 | $65.5K | Buy |
1,602
+95
| +6% | +$3.89K | 0.01% | 347 |
|
|
2022
Q4 | $57.3K | Buy |
1,507
+313
| +26% | +$11.9K | 0.01% | 389 |
|
|
2022
Q3 | $33K | Sell |
1,194
-332
| -22% | -$9.18K | 0.01% | 477 |
|
|
2022
Q2 | $45K | Sell |
1,526
-31
| -2% | -$914 | 0.01% | 420 |
|
|
2022
Q1 | $77K | Buy |
1,557
+196
| +14% | +$9.69K | 0.01% | 305 |
|
|
2021
Q4 | $57K | Sell |
1,361
-138
| -9% | -$5.78K | 0.01% | 338 |
|
|
2021
Q3 | $49K | Buy |
1,499
+161
| +12% | +$5.26K | 0.01% | 367 |
|
|
2021
Q2 | $50K | Buy |
1,338
+100
| +8% | +$3.74K | 0.01% | 355 |
|
|
2021
Q1 | $41K | Buy |
1,238
+780
| +170% | +$25.8K | 0.01% | 360 |
|
|
2020
Q4 | $12K | Buy |
458
+68
| +17% | +$1.78K | ﹤0.01% | 666 |
|
|
2020
Q3 | $6K | Sell |
390
-378
| -49% | -$5.82K | ﹤0.01% | 729 |
|
|
2020
Q2 | $9K | Buy |
768
+126
| +20% | +$1.48K | ﹤0.01% | 514 |
|
|
2020
Q1 | $4K | Sell |
642
-206
| -24% | -$1.28K | ﹤0.01% | 546 |
|
|
2019
Q4 | $11K | Buy |
848
+421
| +99% | +$5.46K | ﹤0.01% | 463 |
|
|
2019
Q3 | $4K | Sell |
427
-96
| -18% | -$899 | ﹤0.01% | 569 |
|
|
2019
Q2 | $6K | Sell |
523
-5,019
| -91% | -$57.6K | ﹤0.01% | 524 |
|
|
2019
Q1 | $71K | Buy |
5,542
+5,451
| +5,990% | +$69.8K | 0.03% | 196 |
|
|
2018
Q4 | $1K | Buy |
91
+42
| +86% | +$462 | ﹤0.01% | 627 |
|
|
2018
Q3 | $1K | Buy |
49
+39
| +390% | +$796 | ﹤0.01% | 675 |
|
|
2018
Q2 | $0 | Sell |
10
-16
| -62% | – | ﹤0.01% | 841 |
|
|
2018
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 787 |
|
|
2017
Q4 | – | Sell |
-11
| Closed | – | – | 706 |
|
|
2017
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 571 |
|
|
2017
Q2 | – | Sell |
-83
| Closed | -$1K | – | 581 |
|
|
2017
Q1 | $1K | Sell |
83
-729
| -90% | -$8.78K | ﹤0.01% | 495 |
|
|
2016
Q4 | $11K | Buy |
+812
| New | +$11K | 0.01% | 353 |
|
|
2015
Q4 | – | Sell |
-425
| Closed | -$4K | – | 423 |
|
|
2015
Q3 | $4K | Hold |
425
| – | – | ﹤0.01% | 373 |
|
|
2015
Q2 | $8K | Hold |
425
| – | – | 0.01% | 344 |
|
|
2015
Q1 | $8K | Hold |
425
| – | – | 0.01% | 348 |
|
|
2014
Q4 | $10K | Buy |
+425
| New | +$10K | 0.01% | 361 |
|