MHS
M Holdings Securities’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,215
| Closed | -$545K | – | 177 |
|
|
2024
Q2 | $545K | Buy |
+11,215
| New | +$545K | 0.07% | 147 |
|
|
2023
Q2 | – | Sell |
-8,003
| Closed | -$327K | – | 239 |
|
|
2023
Q1 | $327K | Buy |
8,003
+1,157
| +17% | +$47.3K | 0.03% | 227 |
|
|
2022
Q4 | $260K | Buy |
+6,846
| New | +$260K | 0.03% | 368 |
|
|
2022
Q2 | – | Sell |
-7,897
| Closed | -$393K | – | 460 |
|
|
2022
Q1 | $393K | Buy |
+7,897
| New | +$393K | 0.03% | 341 |
|
|
2021
Q2 | – | Sell |
-7,892
| Closed | -$260K | – | 314 |
|
|
2021
Q1 | $260K | Buy |
+7,892
| New | +$260K | 0.02% | 411 |
|
|
2018
Q3 | – | Sell |
-28,030
| Closed | -$484K | – | 353 |
|
|
2018
Q2 | $484K | Sell |
28,030
-39,498
| -58% | -$682K | 0.13% | 191 |
|
|
2018
Q1 | $1.19M | Sell |
67,528
-25,544
| -27% | -$449K | 0.36% | 77 |
|
|
2017
Q4 | $1.77M | Sell |
93,072
-1,436
| -2% | -$27.2K | 0.53% | 46 |
|
|
2017
Q3 | $1.33M | Buy |
94,508
+78,312
| +484% | +$1.1M | 0.42% | 64 |
|
|
2017
Q2 | $195K | Buy |
16,196
+1,800
| +13% | +$21.7K | 0.07% | 284 |
|
|
2017
Q1 | $192K | Buy |
14,396
+150
| +1% | +$2K | 0.07% | 259 |
|
|
2016
Q4 | $188K | Buy |
14,246
+490
| +4% | +$6.47K | 0.07% | 243 |
|
|
2016
Q3 | $149K | Buy |
13,756
+3,090
| +29% | +$33.5K | 0.07% | 249 |
|
|
2016
Q2 | $119K | Buy |
+10,666
| New | +$119K | 0.06% | 234 |
|
|
2016
Q1 | – | Sell |
-10,780
| Closed | -$73K | – | 212 |
|
|
2015
Q4 | $73K | Buy |
+10,780
| New | +$73K | 0.05% | 193 |
|
|
2014
Q4 | – | Sell |
-7,690
| Closed | -$251K | – | 258 |
|
|
2014
Q3 | $251K | Buy |
7,690
+1,289
| +20% | +$42.1K | 0.14% | 155 |
|
|
2014
Q2 | $234K | Buy |
+6,401
| New | +$234K | 0.15% | 162 |
|
|
2014
Q1 | – | Sell |
-5,944
| Closed | -$224K | – | 170 |
|
|
2013
Q4 | $224K | Buy |
+5,944
| New | +$224K | 0.16% | 144 |
|