KMWM
Keudell/Morrison Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
9,384
+376
| +4% | +$16.3K | 0.09% | 137 |
|
|
2025
Q1 | $341K | Buy |
9,008
+1,935
| +27% | +$73.3K | 0.08% | 150 |
|
|
2024
Q4 | $269K | Sell |
7,073
-1,056
| -13% | -$40.2K | 0.07% | 171 |
|
|
2024
Q3 | $406K | Sell |
8,129
-763
| -9% | -$38.1K | 0.11% | 126 |
|
|
2024
Q2 | $432K | Buy |
8,892
+600
| +7% | +$29.2K | 0.13% | 129 |
|
|
2024
Q1 | $390K | Sell |
8,292
-48
| -0.6% | -$2.26K | 0.12% | 134 |
|
|
2023
Q4 | $355K | Buy |
8,340
+771
| +10% | +$32.8K | 0.12% | 135 |
|
|
2023
Q3 | $282K | Buy |
7,569
+216
| +3% | +$8.06K | 0.09% | 147 |
|
|
2023
Q2 | $294K | Buy |
7,353
+500
| +7% | +$20K | 0.08% | 150 |
|
|
2023
Q1 | $280K | Buy |
6,853
+1,095
| +19% | +$44.8K | 0.08% | 151 |
|
|
2022
Q4 | $219K | Buy |
+5,758
| New | +$219K | 0.07% | 174 |
|
|
2022
Q2 | – | Sell |
-5,869
| Closed | -$292K | – | 175 |
|
|
2022
Q1 | $292K | Sell |
5,869
-587
| -9% | -$29.2K | 0.12% | 146 |
|
|
2021
Q4 | $269K | Sell |
6,456
-42
| -0.6% | -$1.75K | 0.11% | 152 |
|
|
2021
Q3 | $211K | Buy |
6,498
+1,045
| +19% | +$33.9K | 0.09% | 167 |
|
|
2021
Q2 | $202K | Buy |
+5,453
| New | +$202K | 0.11% | 162 |
|
|
2019
Q2 | – | Sell |
-10,823
| Closed | -$140K | – | 147 |
|
|
2019
Q1 | $140K | Buy |
+10,823
| New | +$140K | 0.12% | 136 |
|