Lyell Wealth Management’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
$6.04M Sell
139,365
-1,873
-1% -$81.2K 0.48% 65
2025
Q1
$5.35M Sell
141,238
-63
-0% -$2.39K 0.5% 68
2024
Q4
$5.38M Sell
141,301
-8,739
-6% -$333K 0.48% 64
2024
Q3
$7.49M Buy
150,040
+530
+0.4% +$26.5K 0.68% 52
2024
Q2
$7.27M Buy
149,510
+14,102
+10% +$685K 0.69% 52
2024
Q1
$6.37M Buy
135,408
+11,690
+9% +$550K 0.65% 57
2023
Q4
$5.27M Buy
123,718
+5,309
+4% +$226K 0.6% 59
2023
Q3
$4.42M Buy
118,409
+6,270
+6% +$234K 0.59% 61
2023
Q2
$4.49M Buy
112,139
+24,961
+29% +$998K 0.57% 61
2023
Q1
$3.57M Buy
+87,178
New +$3.57M 0.5% 67