HM Payson & Co’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $141K | Sell |
3,716
-2,500
| -40% | -$94.7K | ﹤0.01% | 471 |
|
|
2024
Q4 | $237K | Buy |
6,216
+3,074
| +98% | +$117K | ﹤0.01% | 385 |
|
|
2024
Q3 | $157K | Buy |
3,142
+90
| +3% | +$4.49K | ﹤0.01% | 457 |
|
|
2024
Q2 | $148K | Buy |
3,052
+100
| +3% | +$4.86K | ﹤0.01% | 457 |
|
|
2024
Q1 | $139K | Hold |
2,952
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $126K | Sell |
2,952
-200
| -6% | -$8.51K | ﹤0.01% | 463 |
|
|
2023
Q3 | $118K | Buy |
3,152
+200
| +7% | +$7.46K | ﹤0.01% | 455 |
|
|
2023
Q2 | $118K | Hold |
2,952
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $121K | Hold |
2,952
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $112K | Hold |
2,952
| – | – | ﹤0.01% | 449 |
|
|
2022
Q3 | $81K | Sell |
2,952
-2
| -0.1% | -$55 | ﹤0.01% | 498 |
|
|
2022
Q2 | $86K | Buy |
2,954
+2
| +0.1% | +$58 | ﹤0.01% | 490 |
|
|
2022
Q1 | $147K | Hold |
2,952
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $123K | Hold |
2,952
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $96K | Hold |
2,952
| – | – | ﹤0.01% | 486 |
|
|
2021
Q2 | $110K | Hold |
2,952
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $97K | Buy |
2,952
+95
| +3% | +$3.12K | ﹤0.01% | 481 |
|
|
2020
Q4 | $74K | Buy |
+2,857
| New | +$74K | ﹤0.01% | 529 |
|
|
2020
Q3 | – | Sell |
-4,920
| Closed | -$57K | – | 1048 |
|
|
2020
Q2 | $57K | Hold |
4,920
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $33K | Hold |
4,920
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $65K | Hold |
4,920
| – | – | ﹤0.01% | 538 |
|
|
2019
Q3 | $47K | Sell |
4,920
-452
| -8% | -$4.32K | ﹤0.01% | 603 |
|
|
2019
Q2 | $62K | Buy |
+5,372
| New | +$62K | ﹤0.01% | 563 |
|
|
2015
Q3 | – | Sell |
-10,420
| Closed | -$194K | – | 304 |
|
|
2015
Q2 | $194K | Sell |
10,420
-250
| -2% | -$4.66K | 0.01% | 288 |
|
|
2015
Q1 | $202K | Buy |
10,670
+1,750
| +20% | +$33.1K | 0.01% | 286 |
|
|
2014
Q4 | $208K | Sell |
8,920
-10
| -0.1% | -$233 | 0.01% | 291 |
|
|
2014
Q3 | $292K | Buy |
8,930
+210
| +2% | +$6.87K | 0.02% | 250 |
|
|
2014
Q2 | $318K | Sell |
8,720
-2,100
| -19% | -$76.6K | 0.02% | 244 |
|
|
2014
Q1 | $358K | Buy |
10,820
+1,860
| +21% | +$61.5K | 0.02% | 233 |
|
|
2013
Q4 | $338K | Sell |
8,960
-174
| -2% | -$6.56K | 0.02% | 235 |
|
|
2013
Q3 | $302K | Buy |
9,134
+174
| +2% | +$5.75K | 0.02% | 245 |
|
|
2013
Q2 | $247K | Buy |
+8,960
| New | +$247K | 0.01% | 251 |
|