HWA
HCR Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
30,678
+356
| +1% | +$15.4K | 0.16% | 85 |
|
|
2025
Q1 | $1.15M | Sell |
30,322
-414
| -1% | -$15.7K | 0.15% | 93 |
|
|
2024
Q4 | $1.17M | Buy |
30,736
+522
| +2% | +$19.9K | 0.15% | 91 |
|
|
2024
Q3 | $1.51M | Buy |
30,214
+1,646
| +6% | +$82.2K | 0.2% | 78 |
|
|
2024
Q2 | $1.39M | Sell |
28,568
-20,699
| -42% | -$1.01M | 0.2% | 76 |
|
|
2024
Q1 | $2.32M | Sell |
49,267
-3,458
| -7% | -$163K | 0.35% | 51 |
|
|
2023
Q4 | $2.24M | Buy |
52,725
+15,133
| +40% | +$644K | 0.35% | 49 |
|
|
2023
Q3 | $1.4M | Sell |
37,592
-13,973
| -27% | -$521K | 0.31% | 64 |
|
|
2023
Q2 | $2.06M | Sell |
51,565
-1,271
| -2% | -$50.8K | 0.38% | 52 |
|
|
2023
Q1 | $2.16M | Sell |
52,836
-1,312
| -2% | -$53.7K | 0.43% | 45 |
|
|
2022
Q4 | $2.06M | Sell |
54,148
-2,612
| -5% | -$99.3K | 0.43% | 50 |
|
|
2022
Q3 | $1.55M | Sell |
56,760
-9,587
| -14% | -$262K | 0.33% | 66 |
|
|
2022
Q2 | $1.94M | Sell |
66,347
-16,622
| -20% | -$486K | 0.39% | 57 |
|
|
2022
Q1 | $4.13M | Sell |
82,969
-3,295
| -4% | -$164K | 0.67% | 30 |
|
|
2021
Q4 | $3.6M | Sell |
86,264
-371
| -0.4% | -$15.5K | 0.56% | 37 |
|
|
2021
Q3 | $2.82M | Buy |
86,635
+5,815
| +7% | +$189K | 0.47% | 51 |
|
|
2021
Q2 | $3M | Buy |
80,820
+43,618
| +117% | +$1.62M | 0.52% | 42 |
|
|
2021
Q1 | $1.23M | Buy |
37,202
+9,135
| +33% | +$301K | 0.24% | 84 |
|
|
2020
Q4 | $730K | Buy |
+28,067
| New | +$730K | 0.15% | 98 |
|