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 |
|