Moneta Group Investment 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 | – | Sell |
-15,778
| Closed | -$597K | – | 712 |
|
|
2025
Q1 | $597K | Buy |
15,778
+958
| +6% | +$36.3K | 0.01% | 374 |
|
|
2024
Q4 | $564K | Sell |
14,820
-1,009
| -6% | -$38.4K | 0.01% | 384 |
|
|
2024
Q3 | $790K | Sell |
15,829
-844
| -5% | -$42.1K | 0.01% | 313 |
|
|
2024
Q2 | $810K | Buy |
16,673
+1,519
| +10% | +$73.8K | 0.01% | 298 |
|
|
2024
Q1 | $713K | Buy |
+15,154
| New | +$713K | 0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-16
| Closed | – | – | 642 |
|
|
2017
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 486 |
|
|
2016
Q2 | – | Sell |
-11,000
| Closed | -$114K | – | 161 |
|
|
2016
Q1 | $114K | Hold |
11,000
| – | – | 0.03% | 164 |
|
|
2015
Q4 | $74K | Buy |
+11,000
| New | +$74K | 0.02% | 136 |
|