United Asset Strategies’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
$538K Hold
12,400
0.05% 187
2025
Q1
$469K Hold
12,400
0.04% 193
2024
Q4
$472K Hold
12,400
0.04% 182
2024
Q3
$619K Hold
12,400
0.06% 178
2024
Q2
$603K Sell
12,400
-500
-4% -$24.3K 0.06% 173
2024
Q1
$607K Buy
12,900
+480
+4% +$22.6K 0.06% 183
2023
Q4
$529K Hold
12,420
0.06% 187
2023
Q3
$463K Sell
12,420
-280
-2% -$10.4K 0.06% 183
2023
Q2
$508K Buy
12,700
+300
+2% +$12K 0.06% 173
2023
Q1
$507K Hold
12,400
0.07% 173
2022
Q4
$471K Hold
12,400
0.07% 181
2022
Q3
$339K Hold
12,400
0.05% 173
2022
Q2
$363K Sell
12,400
-32,789
-73% -$960K 0.05% 169
2022
Q1
$2.25M Sell
45,189
-310
-0.7% -$15.4K 0.29% 73
2021
Q4
$1.9M Buy
45,499
+2,095
+5% +$87.4K 0.23% 80
2021
Q3
$1.41M Buy
43,404
+30,700
+242% +$999K 0.18% 96
2021
Q2
$471K Buy
12,704
+229
+2% +$8.49K 0.06% 151
2021
Q1
$411K Sell
12,475
-1,238
-9% -$40.8K 0.06% 158
2020
Q4
$357K Hold
13,713
0.06% 162
2020
Q3
$214K Hold
13,713
0.04% 176
2020
Q2
$159K Sell
13,713
-615
-4% -$7.13K 0.03% 175
2020
Q1
$97K Buy
14,328
+2,519
+21% +$17.1K 0.02% 166
2019
Q4
$155K Buy
11,809
+4
+0% +$53 0.03% 192
2019
Q3
$113K Buy
+11,805
New +$113K 0.02% 176
2019
Q2
Sell
-10,323
Closed -$133K 198
2019
Q1
$133K Sell
10,323
-571
-5% -$7.36K 0.03% 194
2018
Q4
$112K Buy
10,894
+714
+7% +$7.34K 0.03% 184
2018
Q3
$142K Buy
+10,180
New +$142K 0.03% 199
2018
Q2
Sell
-31,465
Closed -$553K 198
2018
Q1
$553K Sell
31,465
-370
-1% -$6.5K 0.16% 115
2017
Q4
$604K Buy
+31,835
New +$604K 0.16% 115
2017
Q3
Sell
-10,595
Closed -$127K 133
2017
Q2
$127K Buy
+10,595
New +$127K 0.04% 148
2016
Q1
Sell
-4,464
Closed -$30K 133
2015
Q4
$30K Buy
+4,464
New +$30K 0.01% 136
2014
Q4
Sell
-7,002
Closed -$229K 133
2014
Q3
$229K Buy
+7,002
New +$229K 0.1% 119