HWMO
Heritage Wealth Management (Ohio)’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
29,203
-2,615
| -8% | -$113K | 0.41% | 66 |
|
|
2025
Q1 | $1.2M | Sell |
31,818
-354
| -1% | -$13.4K | 0.41% | 62 |
|
|
2024
Q4 | $1.23M | Sell |
32,172
-88
| -0.3% | -$3.35K | 0.41% | 63 |
|
|
2024
Q3 | $1.61M | Sell |
32,260
-660
| -2% | -$32.9K | 0.53% | 40 |
|
|
2024
Q2 | $1.7M | Buy |
+32,920
| New | +$1.7M | 0.57% | 40 |
|