Pinnacle Wealth Planning Services’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 | $202K | Buy |
+4,670
| New | +$202K | 0.03% | 423 |
|
|
2024
Q4 | – | Sell |
-8,308
| Closed | -$415K | – | 449 |
|
|
2024
Q3 | $415K | Hold |
8,308
| – | – | 0.06% | 225 |
|
|
2024
Q2 | $404K | Buy |
8,308
+4
| +0% | +$194 | 0.06% | 216 |
|
|
2024
Q1 | $390K | Buy |
8,304
+10
| +0.1% | +$470 | 0.06% | 233 |
|
|
2023
Q4 | $353K | Buy |
8,294
+546
| +7% | +$23.2K | 0.06% | 229 |
|
|
2023
Q3 | $289K | Sell |
7,748
-45
| -0.6% | -$1.68K | 0.05% | 264 |
|
|
2023
Q2 | $312K | Sell |
7,793
-597
| -7% | -$23.9K | 0.05% | 251 |
|
|
2023
Q1 | $343K | Buy |
8,390
+15
| +0.2% | +$614 | 0.06% | 245 |
|
|
2022
Q4 | $318K | Buy |
+8,375
| New | +$318K | 0.06% | 250 |
|
|
2022
Q3 | – | Sell |
-8,169
| Closed | -$239K | – | 416 |
|
|
2022
Q2 | $239K | Buy |
8,169
+892
| +12% | +$26.1K | 0.04% | 298 |
|
|
2022
Q1 | $362K | Buy |
7,277
+1,621
| +29% | +$80.6K | 0.07% | 233 |
|
|
2021
Q4 | $236K | Buy |
+5,656
| New | +$236K | 0.05% | 316 |
|
|
2021
Q3 | – | Sell |
-5,590
| Closed | -$207K | – | 389 |
|
|
2021
Q2 | $207K | Buy |
+5,590
| New | +$207K | 0.05% | 308 |
|
|
2021
Q1 | – | Sell |
-5,398
| Closed | -$140K | – | 895 |
|
|
2020
Q4 | $140K | Buy |
+5,398
| New | +$140K | 0.03% | 359 |
|