Summit Trail Advisors’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 | $1.1M | Buy |
25,425
+9,609
| +61% | +$417K | 0.02% | 438 |
|
|
2025
Q1 | $599K | Buy |
15,816
+4,511
| +40% | +$171K | 0.02% | 225 |
|
|
2024
Q4 | $431K | Buy |
11,305
+51
| +0.5% | +$1.94K | 0.02% | 242 |
|
|
2024
Q3 | $562K | Buy |
11,254
+2,226
| +25% | +$111K | 0.01% | 375 |
|
|
2024
Q2 | $439K | Buy |
9,028
+3,030
| +51% | +$147K | 0.01% | 398 |
|
|
2024
Q1 | $282K | Buy |
5,998
+309
| +5% | +$14.5K | 0.01% | 484 |
|
|
2023
Q4 | $242K | Sell |
5,689
-873
| -13% | -$37.2K | 0.01% | 452 |
|
|
2023
Q3 | $245K | Sell |
6,562
-30
| -0.5% | -$1.12K | 0.01% | 444 |
|
|
2023
Q2 | $264K | Buy |
+6,592
| New | +$264K | 0.01% | 402 |
|
|
2019
Q1 | – | Sell |
-12,811
| Closed | -$132K | – | 112 |
|
|
2018
Q4 | $132K | Sell |
12,811
-13,118
| -51% | -$135K | 0.05% | 102 |
|
|
2018
Q3 | $361K | Buy |
25,929
+1,838
| +8% | +$25.6K | 0.08% | 131 |
|
|
2018
Q2 | $416K | Sell |
24,091
-46,407
| -66% | -$801K | 0.15% | 83 |
|
|
2018
Q1 | $707K | Buy |
70,498
+11,065
| +19% | +$111K | 0.12% | 167 |
|
|
2017
Q4 | $1.16M | Buy |
+59,433
| New | +$1.16M | 0.15% | 135 |
|