Summit Securities Group’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.8K | Buy |
+1,586
| New | +$68.8K | 0.01% | 319 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 594 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 551 |
|
2023
Q3 | – | Sell |
-1,873
| Closed | -$75K | – | 556 |
|
2023
Q2 | $75K | Sell |
1,873
-2,059
| -52% | -$82.4K | 0.01% | 224 |
|
2023
Q1 | $161K | Buy |
3,932
+187
| +5% | +$7.66K | 0.01% | 134 |
|
2022
Q4 | $142K | Sell |
3,745
-48,089
| -93% | -$1.82M | 0.01% | 351 |
|
2022
Q3 | $1.42M | Buy |
51,834
+46,504
| +872% | +$1.27M | 0.11% | 58 |
|
2022
Q2 | $156K | Buy |
5,330
+4,729
| +787% | +$138K | 0.02% | 205 |
|
2022
Q1 | $30K | Sell |
601
-74,553
| -99% | -$3.72M | ﹤0.01% | 444 |
|
2021
Q4 | $3.14M | Sell |
75,154
-5,871
| -7% | -$245K | 0.15% | 59 |
|
2021
Q3 | $2.64M | Buy |
81,025
+46,215
| +133% | +$1.5M | 0.21% | 52 |
|
2021
Q2 | $1.29M | Buy |
+34,810
| New | +$1.29M | 0.11% | 93 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 304 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 295 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 202 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 173 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 163 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 157 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 243 |
|
2015
Q2 | – | Sell |
-11
| Closed | – | – | 494 |
|
2015
Q1 | $0 | Sell |
11
-52,589
| -100% | – | ﹤0.01% | 403 |
|
2014
Q4 | $1.23M | Sell |
52,600
-46,881
| -47% | -$1.1M | 0.35% | 53 |
|
2014
Q3 | $3.25M | Buy |
99,481
+79,981
| +410% | +$2.61M | 0.94% | 28 |
|
2014
Q2 | $712K | Buy |
19,500
+15,300
| +364% | +$559K | 0.24% | 65 |
|
2014
Q1 | $139K | Sell |
4,200
-4,800
| -53% | -$159K | 0.08% | 113 |
|
2013
Q4 | $340K | Buy |
9,000
+7,100
| +374% | +$268K | 0.06% | 133 |
|
2013
Q3 | $63K | Sell |
1,900
-2,500
| -57% | -$82.9K | 0.02% | 168 |
|
2013
Q2 | $121K | Buy |
+4,400
| New | +$121K | 0.06% | 111 |
|