OneDigital 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 | $637K | Sell |
14,691
-103
| -0.7% | -$4.47K | 0.01% | 813 |
|
|
2025
Q1 | $560K | Sell |
14,794
-397
| -3% | -$15K | 0.01% | 817 |
|
|
2024
Q4 | $578K | Buy |
15,191
+780
| +5% | +$29.7K | 0.01% | 830 |
|
|
2024
Q3 | $719K | Sell |
14,411
-2,945
| -17% | -$147K | 0.01% | 781 |
|
|
2024
Q2 | $844K | Buy |
17,356
+733
| +4% | +$35.6K | 0.01% | 677 |
|
|
2024
Q1 | $782K | Sell |
16,623
-9,660
| -37% | -$454K | 0.01% | 582 |
|
|
2023
Q4 | $1.12M | Buy |
26,283
+8,359
| +47% | +$356K | 0.02% | 435 |
|
|
2023
Q3 | $668K | Sell |
17,924
-356
| -2% | -$13.3K | 0.01% | 546 |
|
|
2023
Q2 | $731K | Sell |
18,280
-214
| -1% | -$8.56K | 0.02% | 498 |
|
|
2023
Q1 | $757K | Buy |
18,494
+5,979
| +48% | +$245K | 0.02% | 472 |
|
|
2022
Q4 | $476K | Sell |
12,515
-4,867
| -28% | -$185K | 0.01% | 537 |
|
|
2022
Q3 | $475K | Buy |
17,382
+3,069
| +21% | +$83.9K | 0.02% | 473 |
|
|
2022
Q2 | $419K | Sell |
14,313
-1,797
| -11% | -$52.6K | 0.02% | 471 |
|
|
2022
Q1 | $801K | Sell |
16,110
-9,634
| -37% | -$479K | 0.03% | 322 |
|
|
2021
Q4 | $1.07M | Sell |
25,744
-2,030
| -7% | -$84.7K | 0.04% | 268 |
|
|
2021
Q3 | $903K | Buy |
27,774
+4,618
| +20% | +$150K | 0.04% | 288 |
|
|
2021
Q2 | $859K | Sell |
23,156
-50
| -0.2% | -$1.86K | 0.04% | 284 |
|
|
2021
Q1 | $764K | Sell |
23,206
-340
| -1% | -$11.2K | 0.04% | 292 |
|
|
2020
Q4 | $613K | Buy |
23,546
+4,331
| +23% | +$113K | 0.03% | 312 |
|
|
2020
Q3 | $301K | Buy |
19,215
+28
| +0.1% | +$439 | 0.02% | 423 |
|
|
2020
Q2 | $222K | Sell |
19,187
-338
| -2% | -$3.91K | 0.02% | 508 |
|
|
2020
Q1 | $132K | Buy |
19,525
+1,681
| +9% | +$11.4K | 0.01% | 484 |
|
|
2019
Q4 | $234K | Sell |
17,844
-335
| -2% | -$4.39K | 0.02% | 466 |
|
|
2019
Q3 | $174K | Sell |
18,179
-3,853
| -17% | -$36.9K | 0.02% | 500 |
|
|
2019
Q2 | $256K | Buy |
22,032
+19,368
| +727% | +$225K | 0.02% | 365 |
|
|
2019
Q1 | $34K | Buy |
2,664
+160
| +6% | +$2.04K | 0.01% | 581 |
|
|
2018
Q4 | $26K | Sell |
2,504
-294
| -11% | -$3.05K | ﹤0.01% | 617 |
|
|
2018
Q3 | $39K | Buy |
2,798
+47
| +2% | +$655 | 0.01% | 464 |
|
|
2018
Q2 | $47K | Buy |
2,751
+178
| +7% | +$3.04K | 0.01% | 519 |
|
|
2018
Q1 | $46K | Sell |
2,573
-3,019
| -54% | -$54K | 0.01% | 545 |
|
|
2017
Q4 | $106K | Sell |
5,592
-1,097
| -16% | -$20.8K | 0.01% | 322 |
|
|
2017
Q3 | $94K | Sell |
6,689
-150
| -2% | -$2.11K | 0.03% | 242 |
|
|
2017
Q2 | $82K | Buy |
+6,839
| New | +$82K | 0.02% | 360 |
|