SVWAG
Sound View Wealth Advisors Group’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
24,067
-18,472
| -43% | -$801K | 0.08% | 182 |
|
|
2025
Q1 | $1.61M | Buy |
42,539
+7,564
| +22% | +$286K | 0.13% | 138 |
|
|
2024
Q4 | $1.33M | Buy |
34,975
+29,718
| +565% | +$1.13M | 0.11% | 158 |
|
|
2024
Q3 | $262K | Sell |
5,257
-3,442
| -40% | -$172K | 0.02% | 359 |
|
|
2024
Q2 | $423K | Buy |
8,699
+1,239
| +17% | +$60.2K | 0.04% | 254 |
|
|
2024
Q1 | $351K | Buy |
7,460
+892
| +14% | +$41.9K | 0.04% | 281 |
|
|
2023
Q4 | $280K | Buy |
+6,568
| New | +$280K | 0.03% | 320 |
|
|
2023
Q3 | – | Sell |
-9,535
| Closed | -$381K | – | 370 |
|
|
2023
Q2 | $381K | Buy |
9,535
+3,679
| +63% | +$147K | 0.05% | 256 |
|
|
2023
Q1 | $240K | Sell |
5,856
-712
| -11% | -$29.1K | 0.03% | 319 |
|
|
2022
Q4 | $280K | Buy |
+6,568
| New | +$280K | 0.03% | 320 |
|