SageView Advisory Group’s Freeport-McMoran FCX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
7,456
-572
-7% -$25K 0.01% 473
2025
Q1
$304K Buy
8,028
+42
+0.5% +$1.59K 0.01% 469
2024
Q4
$304K Buy
+7,986
New +$304K 0.01% 462
2024
Q3
Sell
-7,847
Closed -$381K 529
2024
Q2
$381K Sell
7,847
-8,529
-52% -$415K 0.02% 385
2024
Q1
$460K Buy
+16,376
New +$460K 0.02% 344
2023
Q4
Sell
-8,177
Closed -$305K 679
2023
Q3
$305K Buy
8,177
+1,262
+18% +$47.1K 0.02% 419
2023
Q2
$277K Buy
+6,915
New +$277K 0.02% 462