Optimum 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 | $88.9K | Sell |
2,050
-700
| -25% | -$30.3K | 0.04% | 268 |
|
|
2025
Q1 | $104K | Buy |
2,750
+700
| +34% | +$26.5K | 0.05% | 238 |
|
|
2024
Q4 | $78.1K | Hold |
2,050
| – | – | 0.03% | 286 |
|
|
2024
Q3 | $102K | Hold |
2,050
| – | – | 0.04% | 270 |
|
|
2024
Q2 | $99.6K | Hold |
2,050
| – | – | 0.04% | 266 |
|
|
2024
Q1 | $96.4K | Hold |
2,050
| – | – | 0.04% | 272 |
|
|
2023
Q4 | $87.3K | Sell |
2,050
-800
| -28% | -$34.1K | 0.04% | 276 |
|
|
2023
Q3 | $106K | Hold |
2,850
| – | – | 0.05% | 256 |
|
|
2023
Q2 | $114K | Sell |
2,850
-100
| -3% | -$4K | 0.06% | 253 |
|
|
2023
Q1 | $121K | Buy |
2,950
+860
| +41% | +$35.2K | 0.06% | 238 |
|
|
2022
Q4 | $79.4K | Sell |
2,090
-500
| -19% | -$19K | 0.04% | 305 |
|
|
2022
Q3 | $71K | Buy |
2,590
+115
| +5% | +$3.15K | 0.04% | 328 |
|
|
2022
Q2 | $72K | Hold |
2,475
| – | – | 0.04% | 336 |
|
|
2022
Q1 | $123K | Hold |
2,475
| – | – | 0.05% | 287 |
|
|
2021
Q4 | $103K | Hold |
2,475
| – | – | 0.04% | 335 |
|
|
2021
Q3 | $81K | Sell |
2,475
-2,037
| -45% | -$66.7K | 0.03% | 366 |
|
|
2021
Q2 | $167K | Buy |
4,512
+1,850
| +69% | +$68.5K | 0.05% | 293 |
|
|
2021
Q1 | $88K | Sell |
2,662
-1,000
| -27% | -$33.1K | 0.03% | 393 |
|
|
2020
Q4 | $95K | Buy |
3,662
+1,662
| +83% | +$43.1K | 0.03% | 355 |
|
|
2020
Q3 | $31K | Sell |
2,000
-1,568
| -44% | -$24.3K | 0.01% | 522 |
|
|
2020
Q2 | $41K | Hold |
3,568
| – | – | 0.01% | 474 |
|
|
2020
Q1 | $24K | Sell |
3,568
-400
| -10% | -$2.69K | 0.01% | 541 |
|
|
2019
Q4 | $52K | Hold |
3,968
| – | – | 0.02% | 510 |
|
|
2019
Q3 | $38K | Buy |
3,968
+900
| +29% | +$8.62K | 0.01% | 557 |
|
|
2019
Q2 | $36K | Sell |
3,068
-2,000
| -39% | -$23.5K | 0.01% | 572 |
|
|
2019
Q1 | $65K | Hold |
5,068
| – | – | 0.02% | 454 |
|
|
2018
Q4 | $52K | Sell |
5,068
-2,182
| -30% | -$22.4K | 0.02% | 466 |
|
|
2018
Q3 | $101K | Hold |
7,250
| – | – | 0.03% | 397 |
|
|
2018
Q2 | $125K | Hold |
7,250
| – | – | 0.04% | 371 |
|
|
2018
Q1 | $127K | Buy |
+7,250
| New | +$127K | 0.04% | 357 |
|
|
2015
Q1 | $220K | Sell |
11,631
-37,200
| -76% | -$704K | 0.07% | 270 |
|
|
2014
Q4 | $579K | Buy |
48,831
+26,259
| +116% | +$311K | 0.19% | 141 |
|
|
2014
Q3 | $733K | Sell |
22,572
-1,885
| -8% | -$61.2K | 0.24% | 112 |
|
|
2014
Q2 | $893K | Buy |
24,457
+2,266
| +10% | +$82.7K | 0.29% | 95 |
|
|
2014
Q1 | $734K | Buy |
22,191
+150
| +0.7% | +$4.96K | 0.28% | 105 |
|
|
2013
Q4 | $832K | Buy |
22,041
+3,400
| +18% | +$128K | 0.31% | 90 |
|
|
2013
Q3 | $617K | Buy |
+18,641
| New | +$617K | 0.25% | 109 |
|