Novare Capital Management’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
$240K Buy
+5,525
New +$240K 0.02% 182
2024
Q4
Sell
-4,250
Closed -$212K 191
2024
Q3
$212K Hold
4,250
0.02% 185
2024
Q2
$207K Sell
4,250
-209
-5% -$10.2K 0.02% 182
2024
Q1
$210K Buy
+4,459
New +$210K 0.02% 178
2023
Q4
Sell
-6,000
Closed -$224K 169
2023
Q3
$224K Hold
6,000
0.03% 159
2023
Q2
$240K Hold
6,000
0.03% 160
2023
Q1
$245K Hold
6,000
0.03% 157
2022
Q4
$228K Buy
+6,000
New +$228K 0.03% 165
2022
Q2
Sell
-6,000
Closed -$298K 168
2022
Q1
$298K Hold
6,000
0.03% 141
2021
Q4
$250K Buy
+6,000
New +$250K 0.03% 151
2021
Q2
Sell
-10,550
Closed -$347K 159
2021
Q1
$347K Buy
+10,550
New +$347K 0.04% 113
2014
Q4
Sell
-111,835
Closed -$3.65M 117
2014
Q3
$3.65M Buy
111,835
+8,285
+8% +$270K 0.89% 52
2014
Q2
$3.78M Buy
103,550
+6,385
+7% +$233K 0.92% 51
2014
Q1
$3.21M Buy
97,165
+89,925
+1,242% +$2.97M 0.86% 51
2013
Q4
$273K Buy
+7,240
New +$273K 0.08% 112