KWM
Kingsview Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+4,985
| New | +$216K | ﹤0.01% | 1077 |
|
|
2025
Q1 | – | Sell |
-5,556
| Closed | -$212K | – | 1117 |
|
|
2024
Q4 | $212K | Sell |
5,556
-349
| -6% | -$13.3K | ﹤0.01% | 1041 |
|
|
2024
Q3 | $295K | Sell |
5,905
-3,587
| -38% | -$179K | 0.01% | 894 |
|
|
2024
Q2 | $461K | Buy |
9,492
+4,249
| +81% | +$207K | 0.01% | 706 |
|
|
2024
Q1 | $247K | Buy |
5,243
+214
| +4% | +$10.1K | 0.01% | 892 |
|
|
2023
Q4 | $214K | Sell |
5,029
-573
| -10% | -$24.4K | 0.01% | 882 |
|
|
2023
Q3 | $209K | Buy |
+5,602
| New | +$209K | 0.01% | 875 |
|
|
2023
Q2 | – | Sell |
-7,793
| Closed | -$319K | – | 928 |
|
|
2023
Q1 | $319K | Sell |
7,793
-148
| -2% | -$6.06K | 0.01% | 694 |
|
|
2022
Q4 | $302K | Buy |
+7,941
| New | +$302K | 0.01% | 665 |
|
|
2022
Q3 | – | Sell |
-21,131
| Closed | -$618K | – | 834 |
|
|
2022
Q2 | $618K | Sell |
21,131
-11,278
| -35% | -$330K | 0.03% | 489 |
|
|
2022
Q1 | $1.61M | Sell |
32,409
-26,144
| -45% | -$1.3M | 0.07% | 279 |
|
|
2021
Q4 | $2.44M | Sell |
58,553
-3,228
| -5% | -$135K | 0.1% | 204 |
|
|
2021
Q3 | $2.01M | Sell |
61,781
-16,342
| -21% | -$532K | 0.1% | 222 |
|
|
2021
Q2 | $2.9M | Buy |
78,123
+24,593
| +46% | +$912K | 0.14% | 159 |
|
|
2021
Q1 | $1.81M | Sell |
53,530
-18,918
| -26% | -$639K | 0.1% | 211 |
|
|
2020
Q4 | $1.89M | Buy |
72,448
+50,060
| +224% | +$1.3M | 0.14% | 167 |
|
|
2020
Q3 | $350K | Buy |
+22,388
| New | +$350K | 0.03% | 445 |
|
|
2018
Q1 | – | Sell |
-6,846
| Closed | -$130K | – | 317 |
|
|
2017
Q4 | $130K | Sell |
6,846
-3,079
| -31% | -$58.5K | 0.05% | 298 |
|
|
2017
Q3 | $139K | Buy |
9,925
+1,571
| +19% | +$22K | 0.06% | 268 |
|
|
2017
Q2 | $100K | Buy |
+8,354
| New | +$100K | 0.05% | 244 |
|