Kingswood Wealth 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 | $1.54M | Buy |
35,600
+2,310
| +7% | +$100K | 0.12% | 181 |
|
|
2025
Q1 | $1.26M | Buy |
33,290
+310
| +0.9% | +$11.7K | 0.12% | 208 |
|
|
2024
Q4 | $1.26M | Buy |
32,980
+4,362
| +15% | +$166K | 0.09% | 226 |
|
|
2024
Q3 | $1.43M | Buy |
28,618
+5,215
| +22% | +$260K | 0.1% | 228 |
|
|
2024
Q2 | $1.14M | Sell |
23,403
-669
| -3% | -$32.5K | 0.1% | 208 |
|
|
2024
Q1 | $1.13M | Sell |
24,072
-408
| -2% | -$19.2K | 0.13% | 182 |
|
|
2023
Q4 | $1.04M | Buy |
24,480
+2,311
| +10% | +$98.4K | 0.12% | 189 |
|
|
2023
Q3 | $827K | Buy |
+22,169
| New | +$827K | 0.14% | 168 |
|