SVB Wealth’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 | – | Sell |
-5,355
| Closed | -$203K | – | 907 |
|
|
2025
Q1 | $203K | Sell |
5,355
-3,392
| -39% | -$128K | 0.01% | 309 |
|
|
2024
Q4 | $333K | Buy |
+8,747
| New | +$333K | 0.01% | 525 |
|
|
2024
Q3 | – | Sell |
-8,574
| Closed | -$417K | – | 216 |
|
|
2024
Q2 | $417K | Sell |
8,574
-2,707
| -24% | -$132K | 0.01% | 465 |
|
|
2024
Q1 | $530K | Sell |
11,281
-2,893
| -20% | -$136K | 0.01% | 462 |
|
|
2023
Q4 | $603K | Sell |
14,174
-1,473
| -9% | -$62.7K | 0.01% | 432 |
|
|
2023
Q3 | $583K | Sell |
15,647
-1,476
| -9% | -$55K | 0.01% | 420 |
|
|
2023
Q2 | $685K | Buy |
17,123
+3,108
| +22% | +$124K | 0.01% | 410 |
|
|
2023
Q1 | $573K | Sell |
14,015
-1,114
| -7% | -$45.6K | 0.01% | 506 |
|
|
2022
Q4 | $575K | Buy |
15,129
+2,425
| +19% | +$92.1K | 0.01% | 525 |
|
|
2022
Q3 | $347K | Buy |
12,704
+2,368
| +23% | +$64.7K | 0.01% | 639 |
|
|
2022
Q2 | $303K | Buy |
10,336
+5,639
| +120% | +$165K | ﹤0.01% | 561 |
|
|
2022
Q1 | $234K | Buy |
+4,697
| New | +$234K | ﹤0.01% | 655 |
|
|
2021
Q4 | – | Sell |
-12,334
| Closed | -$402K | – | 864 |
|
|
2021
Q3 | $402K | Buy |
12,334
+1,446
| +13% | +$47.1K | 0.01% | 673 |
|
|
2021
Q2 | $404K | Buy |
10,888
+919
| +9% | +$34.1K | 0.01% | 648 |
|
|
2021
Q1 | $328K | Buy |
9,969
+415
| +4% | +$13.7K | ﹤0.01% | 654 |
|
|
2020
Q4 | $249K | Sell |
9,554
-9,600
| -50% | -$250K | ﹤0.01% | 681 |
|
|
2020
Q3 | $300K | Buy |
+19,154
| New | +$300K | ﹤0.01% | 522 |
|
|
2018
Q3 | – | Sell |
-10,188
| Closed | -$176K | – | 448 |
|
|
2018
Q2 | $176K | Sell |
10,188
-5,605
| -35% | -$96.8K | 0.01% | 428 |
|
|
2018
Q1 | $277K | Sell |
15,793
-18,400
| -54% | -$323K | 0.01% | 385 |
|
|
2017
Q4 | $648K | Sell |
34,193
-91,727
| -73% | -$1.74M | 0.02% | 322 |
|
|
2017
Q3 | $1.77M | Sell |
125,920
-14,069
| -10% | -$198K | 0.07% | 197 |
|
|
2017
Q2 | $1.68M | Sell |
139,989
-169,689
| -55% | -$2.04M | 0.07% | 202 |
|
|
2017
Q1 | $4.14M | Buy |
309,678
+179,097
| +137% | +$2.39M | 0.16% | 117 |
|
|
2016
Q4 | $1.72M | Sell |
130,581
-27,304
| -17% | -$360K | 0.07% | 193 |
|
|
2016
Q3 | $1.72M | Sell |
157,885
-1,196
| -0.8% | -$13K | 0.07% | 197 |
|
|
2016
Q2 | $1.77M | Sell |
159,081
-1,844
| -1% | -$20.5K | 0.07% | 198 |
|
|
2016
Q1 | $1.66M | Sell |
160,925
-23,953
| -13% | -$248K | 0.07% | 207 |
|
|
2015
Q4 | $1.25M | Buy |
184,878
+461
| +0.2% | +$3.12K | 0.05% | 246 |
|
|
2015
Q3 | $1.79M | Buy |
184,417
+93,527
| +103% | +$906K | 0.07% | 224 |
|
|
2015
Q2 | $1.69M | Buy |
90,890
+1,794
| +2% | +$33.4K | 0.06% | 252 |
|
|
2015
Q1 | $1.69M | Sell |
89,096
-77,503
| -47% | -$1.47M | 0.05% | 259 |
|
|
2014
Q4 | $3.89M | Buy |
+166,599
| New | +$3.89M | 0.13% | 167 |
|