SWA

Sax Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,652	Closed	-$291K	–	371
2024 Q4	$291K	Buy	7,652 +1,991	+35%	+$75.8K	0.02%	270
2024 Q3	$283K	Buy	5,661 +1,382	+32%	+$69K	0.03%	226
2024 Q2	$208K	Buy	+4,279	New	+$208K	0.02%	258