MWM
MinichMacGregor Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
10,017
-902
| -8% | -$39.1K | 0.09% | 76 |
|
|
2025
Q1 | $413K | Buy |
10,919
+902
| +9% | +$34.2K | 0.09% | 73 |
|
|
2024
Q4 | $381K | Sell |
10,017
-654
| -6% | -$24.9K | 0.08% | 79 |
|
|
2024
Q3 | $533K | Sell |
10,671
-670
| -6% | -$33.4K | 0.11% | 65 |
|
|
2024
Q2 | $551K | Hold |
11,341
| – | – | 0.13% | 60 |
|
|
2024
Q1 | $537K | Sell |
11,341
-150
| -1% | -$7.1K | 0.14% | 62 |
|
|
2023
Q4 | $489K | Hold |
11,491
| – | – | 0.14% | 55 |
|
|
2023
Q3 | $428K | Sell |
11,491
-44
| -0.4% | -$1.64K | 0.14% | 62 |
|
|
2023
Q2 | $461K | Hold |
11,535
| – | – | 0.14% | 62 |
|
|
2023
Q1 | $472K | Buy |
11,535
+591
| +5% | +$24.2K | 0.16% | 58 |
|
|
2022
Q4 | $416K | Hold |
10,944
| – | – | 0.15% | 52 |
|
|
2022
Q3 | $299K | Sell |
10,944
-25
| -0.2% | -$683 | 0.12% | 62 |
|
|
2022
Q2 | $320K | Sell |
10,969
-1,235
| -10% | -$36K | 0.13% | 54 |
|
|
2022
Q1 | $607K | Buy |
12,204
+1,995
| +20% | +$99.2K | 0.19% | 59 |
|
|
2021
Q4 | $426K | Buy |
10,209
+2,000
| +24% | +$83.5K | 0.13% | 62 |
|
|
2021
Q3 | $267K | Hold |
8,209
| – | – | 0.09% | 69 |
|
|
2021
Q2 | $304K | Buy |
8,209
+2,000
| +32% | +$74.1K | 0.11% | 66 |
|
|
2021
Q1 | $204K | Buy |
+6,209
| New | +$204K | 0.08% | 75 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$2K | – | 219 |
|
|
2018
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 423 |
|
|
2017
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 393 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$2K | – | 446 |
|
|
2016
Q1 | $2K | Buy |
200
+155
| +344% | +$1.55K | ﹤0.01% | 353 |
|
|
2015
Q4 | $0 | Buy |
+45
| New | – | ﹤0.01% | 382 |
|