GoalVest 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
$1.23M Sell
28,371
-11
-0% -$477 0.3% 63
2025
Q1
$1.07M Buy
28,382
+3,511
+14% +$133K 0.3% 68
2024
Q4
$947K Sell
24,871
-500
-2% -$19K 0.26% 64
2024
Q3
$1.27M Sell
25,371
-3,200
-11% -$160K 0.36% 49
2024
Q2
$1.39M Buy
28,571
+900
+3% +$43.7K 0.44% 36
2024
Q1
$1.3M Buy
27,671
+27,623
+57,548% +$1.3M 0.43% 39
2023
Q4
$2.04K Hold
48
﹤0.01% 330
2023
Q3
$1.79K Hold
48
﹤0.01% 429
2023
Q2
$1.92K Sell
48
-1,316
-96% -$52.6K ﹤0.01% 349
2023
Q1
$55.8K Buy
1,364
+1,316
+2,742% +$53.9K 0.03% 112
2022
Q4
$1.82K Hold
48
﹤0.01% 218
2022
Q3
$1K Hold
48
﹤0.01% 243
2022
Q2
$1K Hold
48
﹤0.01% 290
2022
Q1
$2K Buy
+48
New +$2K ﹤0.01% 291