Perennial 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 | $249K | Sell |
5,756
-1,331
| -19% | -$57.7K | 0.02% | 393 |
|
|
2025
Q1 | $268K | Buy |
7,087
+546
| +8% | +$20.7K | 0.03% | 338 |
|
|
2024
Q4 | $249K | Buy |
6,541
+157
| +2% | +$5.98K | 0.03% | 339 |
|
|
2024
Q3 | $319K | Buy |
6,384
+115
| +2% | +$5.74K | 0.04% | 275 |
|
|
2024
Q2 | $305K | Buy |
6,269
+657
| +12% | +$31.9K | 0.04% | 274 |
|
|
2024
Q1 | $264K | Buy |
5,612
+64
| +1% | +$3.01K | 0.04% | 276 |
|
|
2023
Q4 | $236K | Sell |
5,548
-103
| -2% | -$4.38K | 0.04% | 282 |
|
|
2023
Q3 | $211K | Sell |
5,651
-128
| -2% | -$4.77K | 0.04% | 290 |
|
|
2023
Q2 | $231K | Buy |
5,779
+212
| +4% | +$8.48K | 0.04% | 285 |
|
|
2023
Q1 | $228K | Buy |
+5,567
| New | +$228K | 0.04% | 286 |
|
|
2022
Q3 | – | Sell |
-8,183
| Closed | -$238K | – | 212 |
|
|
2022
Q2 | $238K | Sell |
8,183
-1,734
| -17% | -$50.4K | 0.09% | 162 |
|
|
2022
Q1 | $492K | Buy |
9,917
+2,909
| +42% | +$144K | 0.16% | 115 |
|
|
2021
Q4 | $292K | Sell |
7,008
-152
| -2% | -$6.33K | 0.09% | 178 |
|
|
2021
Q3 | $233K | Sell |
7,160
-1,871
| -21% | -$60.9K | 0.08% | 186 |
|
|
2021
Q2 | $335K | Buy |
+9,031
| New | +$335K | 0.12% | 148 |
|