J.W. Cole Advisors’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 | $2.45M | Buy |
56,547
+38,914
| +221% | +$1.69M | 0.05% | 349 |
|
|
2025
Q1 | $668K | Buy |
17,633
+5,211
| +42% | +$197K | 0.02% | 680 |
|
|
2024
Q4 | $473K | Sell |
12,422
-2,931
| -19% | -$112K | 0.02% | 619 |
|
|
2024
Q3 | $766K | Sell |
15,353
-912
| -6% | -$45.5K | 0.03% | 462 |
|
|
2024
Q2 | $790K | Buy |
16,265
+2,514
| +18% | +$122K | 0.04% | 402 |
|
|
2024
Q1 | $647K | Buy |
13,751
+1,719
| +14% | +$80.9K | 0.03% | 452 |
|
|
2023
Q4 | $512K | Sell |
12,032
-221
| -2% | -$9.41K | 0.03% | 482 |
|
|
2023
Q3 | $457K | Sell |
12,253
-303
| -2% | -$11.3K | 0.03% | 438 |
|
|
2023
Q2 | $502K | Sell |
12,556
-10,441
| -45% | -$418K | 0.04% | 427 |
|
|
2023
Q1 | $941K | Sell |
22,997
-3,430
| -13% | -$140K | 0.07% | 300 |
|
|
2022
Q4 | $1M | Sell |
26,427
-2,816
| -10% | -$107K | 0.08% | 265 |
|
|
2022
Q3 | $799K | Buy |
29,243
+746
| +3% | +$20.4K | 0.07% | 296 |
|
|
2022
Q2 | $834K | Sell |
28,497
-1,042
| -4% | -$30.5K | 0.07% | 291 |
|
|
2022
Q1 | $1.47M | Sell |
29,539
-9
| -0% | -$448 | 0.1% | 224 |
|
|
2021
Q4 | $1.23M | Buy |
29,548
+6,677
| +29% | +$279K | 0.08% | 260 |
|
|
2021
Q3 | $747K | Buy |
22,871
+11,023
| +93% | +$360K | 0.05% | 198 |
|
|
2021
Q2 | $440K | Buy |
11,848
+575
| +5% | +$21.4K | 0.03% | 465 |
|
|
2021
Q1 | $371K | Sell |
11,273
-4,343
| -28% | -$143K | 0.04% | 461 |
|
|
2020
Q4 | $406K | Sell |
15,616
-3,386
| -18% | -$88K | 0.04% | 393 |
|
|
2020
Q3 | $297K | Buy |
+19,002
| New | +$297K | 0.02% | 549 |
|