MWM
Mattern Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
18,937
-1,008
| -5% | -$43.7K | 0.17% | 69 |
|
|
2025
Q1 | $755K | Sell |
19,945
-500
| -2% | -$18.9K | 0.17% | 77 |
|
|
2024
Q4 | $779K | Sell |
20,445
-718
| -3% | -$27.3K | 0.17% | 78 |
|
|
2024
Q3 | $1.06M | Sell |
21,163
-730
| -3% | -$36.4K | 0.23% | 68 |
|
|
2024
Q2 | $1.06M | Sell |
21,893
-149
| -0.7% | -$7.24K | 0.26% | 72 |
|
|
2024
Q1 | $1.04M | Buy |
22,042
+6
| +0% | +$282 | 0.25% | 85 |
|
|
2023
Q4 | $938K | Sell |
22,036
-297
| -1% | -$12.6K | 0.24% | 88 |
|
|
2023
Q3 | $833K | Sell |
22,333
-235
| -1% | -$8.76K | 0.24% | 90 |
|
|
2023
Q2 | $903K | Hold |
22,568
| – | – | 0.26% | 83 |
|
|
2023
Q1 | $923K | Buy |
22,568
+2,850
| +14% | +$117K | 0.31% | 86 |
|
|
2022
Q4 | $749K | Hold |
19,718
| – | – | 0.3% | 81 |
|
|
2022
Q3 | $539K | Buy |
19,718
+1,750
| +10% | +$47.8K | 0.22% | 92 |
|
|
2022
Q2 | $526K | Buy |
17,968
+1,126
| +7% | +$33K | 0.21% | 95 |
|
|
2022
Q1 | $838K | Sell |
16,842
-10
| -0.1% | -$498 | 0.27% | 81 |
|
|
2021
Q4 | $703K | Buy |
16,852
+400
| +2% | +$16.7K | 0.21% | 96 |
|
|
2021
Q3 | $535K | Sell |
16,452
-20,548
| -56% | -$668K | 0.18% | 107 |
|
|
2021
Q2 | $1.23M | Buy |
37,000
+1,277
| +4% | +$42.4K | 0.39% | 69 |
|
|
2021
Q1 | $1.18M | Buy |
35,723
+7,141
| +25% | +$235K | 0.41% | 66 |
|
|
2020
Q4 | $744K | Buy |
+28,582
| New | +$744K | 0.28% | 85 |
|