JWM
Jupiter Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59,274
| Closed | -$2.96M | – | 92 |
|
|
2024
Q3 | $2.96M | Buy |
59,274
+4,193
| +8% | +$209K | 1.51% | 21 |
|
|
2024
Q2 | $2.5M | Sell |
55,081
-12,893
| -19% | -$585K | 1.33% | 24 |
|
|
2024
Q1 | $3.4M | Buy |
67,974
+6,093
| +10% | +$304K | 1.8% | 19 |
|
|
2023
Q4 | $2.63M | Buy |
61,881
+2,500
| +4% | +$106K | 1.55% | 19 |
|
|
2023
Q3 | $2M | Buy |
59,381
+9,600
| +19% | +$323K | 1.3% | 21 |
|
|
2023
Q2 | $1.99M | Sell |
49,781
-20,000
| -29% | -$800K | 1.71% | 16 |
|
|
2023
Q1 | $2.85M | Sell |
69,781
-5,000
| -7% | -$205K | 2.63% | 12 |
|
|
2022
Q4 | $2.84M | Buy |
74,781
+2,999
| +4% | +$114K | 2.75% | 12 |
|
|
2022
Q3 | $1.96M | Sell |
71,782
-10,000
| -12% | -$273K | 1.97% | 20 |
|
|
2022
Q2 | $2.39M | Sell |
81,782
-17,556
| -18% | -$513K | 2.18% | 17 |
|
|
2022
Q1 | $4.94M | Buy |
99,338
+20,557
| +26% | +$1.02M | 3.09% | 8 |
|
|
2021
Q4 | $3.29M | Buy |
78,781
+5,000
| +7% | +$209K | 1.71% | 21 |
|
|
2021
Q3 | $2.77M | Hold |
73,781
| – | – | 1.31% | 25 |
|
|
2021
Q2 | $2.72M | Buy |
73,781
+16,272
| +28% | +$600K | 1.3% | 25 |
|
|
2021
Q1 | $2.21M | Buy |
+57,509
| New | +$2.21M | 1.12% | 30 |
|