RSWM
Robertson Stephens Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
6,133
-15
| -0.2% | -$650 | 0.01% | 474 |
|
|
2025
Q1 | $233K | Buy |
6,148
+33
| +0.5% | +$1.25K | 0.01% | 497 |
|
|
2024
Q4 | $233K | Sell |
6,115
-471
| -7% | -$17.9K | 0.01% | 516 |
|
|
2024
Q3 | $329K | Buy |
6,586
+6
| +0.1% | +$300 | 0.01% | 506 |
|
|
2024
Q2 | $320K | Buy |
6,580
+1,056
| +19% | +$51.3K | 0.02% | 395 |
|
|
2024
Q1 | $260K | Sell |
5,524
-503
| -8% | -$23.7K | 0.01% | 443 |
|
|
2023
Q4 | $257K | Buy |
6,027
+60
| +1% | +$2.55K | 0.02% | 404 |
|
|
2023
Q3 | $223K | Buy |
5,967
+187
| +3% | +$6.97K | 0.02% | 416 |
|
|
2023
Q2 | $231K | Buy |
5,780
+6
| +0.1% | +$240 | 0.02% | 388 |
|
|
2023
Q1 | $236K | Sell |
5,774
-576
| -9% | -$23.6K | 0.02% | 400 |
|
|
2022
Q4 | $241K | Buy |
+6,350
| New | +$241K | 0.02% | 369 |
|
|
2022
Q2 | – | Sell |
-5,213
| Closed | -$259K | – | 391 |
|
|
2022
Q1 | $259K | Buy |
5,213
+133
| +3% | +$6.61K | 0.02% | 336 |
|
|
2021
Q4 | $211K | Buy |
+5,080
| New | +$211K | 0.02% | 375 |
|