Montag & Associates’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 | $356K | Sell |
8,209
-761
| -8% | -$33K | 0.02% | 333 |
|
|
2025
Q1 | $340K | Sell |
8,970
-7,425
| -45% | -$281K | 0.02% | 349 |
|
|
2024
Q4 | $624K | Sell |
16,395
-53,230
| -76% | -$2.03M | 0.03% | 299 |
|
|
2024
Q3 | $3.48M | Buy |
69,625
+61,363
| +743% | +$3.06M | 0.16% | 128 |
|
|
2024
Q2 | $402K | Buy |
+8,262
| New | +$402K | 0.02% | 335 |
|
|
2024
Q1 | – | Sell |
-43
| Closed | -$1.83K | – | 984 |
|
|
2023
Q4 | $1.83K | Buy |
43
+27
| +169% | +$1.15K | ﹤0.01% | 864 |
|
|
2023
Q3 | $606 | Sell |
16
-7
| -30% | -$265 | ﹤0.01% | 881 |
|
|
2023
Q2 | $920 | Sell |
23
-11
| -32% | -$440 | ﹤0.01% | 886 |
|
|
2023
Q1 | $1.39K | Sell |
34
-1,200
| -97% | -$49.1K | ﹤0.01% | 871 |
|
|
2022
Q4 | $46.9K | Buy |
1,234
+34
| +3% | +$1.29K | ﹤0.01% | 553 |
|
|
2022
Q3 | $33K | Buy |
+1,200
| New | +$33K | ﹤0.01% | 596 |
|
|
2022
Q2 | – | Sell |
-27,147
| Closed | -$1.35M | – | 834 |
|
|
2022
Q1 | $1.35M | Sell |
27,147
-26,713
| -50% | -$1.33M | 0.07% | 206 |
|
|
2021
Q4 | $2.25M | Sell |
53,860
-55,300
| -51% | -$2.31M | 0.11% | 165 |
|
|
2021
Q3 | $3.55M | Buy |
109,160
+108,160
| +10,816% | +$3.52M | 0.19% | 121 |
|
|
2021
Q2 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 585 |
|