Plante Moran Financial 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 | $3.17K | Hold |
73
| – | – | ﹤0.01% | 657 |
|
|
2025
Q1 | $2.76K | Hold |
73
| – | – | ﹤0.01% | 681 |
|
|
2024
Q4 | $2.78K | Hold |
73
| – | – | ﹤0.01% | 757 |
|
|
2024
Q3 | $3.64K | Hold |
73
| – | – | ﹤0.01% | 711 |
|
|
2024
Q2 | $3.55K | Hold |
73
| – | – | ﹤0.01% | 677 |
|
|
2024
Q1 | $3.43K | Hold |
73
| – | – | ﹤0.01% | 720 |
|
|
2023
Q4 | $3.11K | Hold |
73
| – | – | ﹤0.01% | 683 |
|
|
2023
Q3 | $2.72K | Sell |
73
-550
| -88% | -$20.5K | ﹤0.01% | 644 |
|
|
2023
Q2 | $24.9K | Buy |
623
+550
| +753% | +$22K | ﹤0.01% | 401 |
|
|
2023
Q1 | $2.99K | Hold |
73
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $2.77K | Hold |
73
| – | – | ﹤0.01% | 719 |
|
|
2022
Q3 | $2K | Sell |
73
-146
| -67% | -$4K | ﹤0.01% | 781 |
|
|
2022
Q2 | $6K | Sell |
219
-93
| -30% | -$2.55K | ﹤0.01% | 676 |
|
|
2022
Q1 | $16K | Sell |
312
-428
| -58% | -$21.9K | ﹤0.01% | 534 |
|
|
2021
Q4 | $31K | Sell |
740
-1,373
| -65% | -$57.5K | 0.01% | 459 |
|
|
2021
Q3 | $69K | Sell |
2,113
-375
| -15% | -$12.2K | 0.02% | 322 |
|
|
2021
Q2 | $92K | Buy |
+2,488
| New | +$92K | 0.02% | 261 |
|
|
2021
Q1 | – | Sell |
-3,080
| Closed | -$80K | – | 1034 |
|
|
2020
Q4 | $80K | Buy |
+3,080
| New | +$80K | 0.02% | 282 |
|
|
2020
Q3 | – | Sell |
-45
| Closed | -$1K | – | 873 |
|
|
2020
Q2 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 701 |
|
|
2019
Q1 | – | Sell |
-90
| Closed | -$1K | – | 825 |
|
|
2018
Q4 | $1K | Sell |
90
-147
| -62% | -$1.63K | ﹤0.01% | 790 |
|
|
2018
Q3 | $3K | Hold |
237
| – | – | ﹤0.01% | 642 |
|
|
2018
Q2 | $4K | Sell |
237
-453
| -66% | -$7.65K | ﹤0.01% | 647 |
|
|
2018
Q1 | $12K | Sell |
690
-20,000
| -97% | -$348K | 0.01% | 572 |
|
|
2017
Q4 | $392K | Buy |
20,690
+20,000
| +2,899% | +$379K | 0.22% | 81 |
|
|
2017
Q3 | $10K | Hold |
690
| – | – | 0.01% | 539 |
|
|
2017
Q2 | $8K | Hold |
690
| – | – | 0.01% | 585 |
|
|
2017
Q1 | $9K | Hold |
690
| – | – | 0.01% | 583 |
|
|
2016
Q4 | $9K | Hold |
690
| – | – | 0.01% | 600 |
|
|
2016
Q3 | $7K | Sell |
690
-230
| -25% | -$2.33K | ﹤0.01% | 638 |
|
|
2016
Q2 | $10K | Buy |
920
+230
| +33% | +$2.5K | 0.01% | 528 |
|
|
2016
Q1 | $7K | Sell |
690
-1,597
| -70% | -$16.2K | 0.01% | 532 |
|
|
2015
Q4 | $15K | Buy |
2,287
+1,889
| +475% | +$12.4K | 0.01% | 498 |
|
|
2015
Q3 | $4K | Hold |
398
| – | – | ﹤0.01% | 613 |
|
|
2015
Q2 | $7K | Buy |
398
+161
| +68% | +$2.83K | 0.01% | 568 |
|
|
2015
Q1 | $4K | Sell |
237
-117
| -33% | -$1.98K | ﹤0.01% | 631 |
|
|
2014
Q4 | $8K | Sell |
354
-197
| -36% | -$4.45K | 0.01% | 575 |
|
|
2014
Q3 | $18K | Sell |
551
-1,732
| -76% | -$56.6K | 0.02% | 420 |
|
|
2014
Q2 | $83K | Buy |
2,283
+2,031
| +806% | +$73.8K | 0.07% | 166 |
|
|
2014
Q1 | $8K | Hold |
252
| – | – | 0.01% | 403 |
|
|
2013
Q4 | $10K | Hold |
252
| – | – | 0.01% | 449 |
|
|
2013
Q3 | $8K | Buy |
252
+15
| +6% | +$476 | ﹤0.01% | 419 |
|
|
2013
Q2 | $7K | Buy |
+237
| New | +$7K | 0.01% | 401 |
|