United Capital Financial 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 | $3.96M | Buy |
91,266
+2,380
| +3% | +$103K | 0.03% | 311 |
|
|
2025
Q1 | $3.37M | Sell |
88,886
-6,363
| -7% | -$241K | 0.03% | 333 |
|
|
2024
Q4 | $3.63M | Sell |
95,249
-53
| -0.1% | -$2.02K | 0.03% | 308 |
|
|
2024
Q3 | $4.76M | Sell |
95,302
-5,243
| -5% | -$262K | 0.04% | 269 |
|
|
2024
Q2 | $4.89M | Sell |
100,545
-2,894
| -3% | -$141K | 0.04% | 262 |
|
|
2024
Q1 | $4.86M | Sell |
103,439
-1,801
| -2% | -$84.7K | 0.04% | 289 |
|
|
2023
Q4 | $4.48M | Buy |
105,240
+18,928
| +22% | +$806K | 0.04% | 305 |
|
|
2023
Q3 | $3.22M | Sell |
86,312
-14,864
| -15% | -$554K | 0.02% | 355 |
|
|
2023
Q2 | $4.05M | Sell |
101,176
-15,186
| -13% | -$607K | 0.02% | 346 |
|
|
2023
Q1 | $4.76M | Sell |
116,362
-9,378
| -7% | -$384K | 0.03% | 320 |
|
|
2022
Q4 | $4.78M | Buy |
125,740
+27,636
| +28% | +$1.05M | 0.03% | 330 |
|
|
2022
Q3 | $2.68M | Buy |
98,104
+31,584
| +47% | +$863K | 0.02% | 421 |
|
|
2022
Q2 | $1.95M | Buy |
66,520
+16,579
| +33% | +$485K | 0.01% | 498 |
|
|
2022
Q1 | $2.48M | Buy |
49,941
+15,816
| +46% | +$787K | 0.01% | 472 |
|
|
2021
Q4 | $1.42M | Buy |
34,125
+20,912
| +158% | +$873K | 0.01% | 610 |
|
|
2021
Q3 | $430K | Buy |
13,213
+2,864
| +28% | +$93.2K | ﹤0.01% | 897 |
|
|
2021
Q2 | $384K | Buy |
10,349
+647
| +7% | +$24K | ﹤0.01% | 946 |
|
|
2021
Q1 | $319K | Buy |
9,702
+1,202
| +14% | +$39.5K | ﹤0.01% | 964 |
|
|
2020
Q4 | $221K | Buy |
+8,500
| New | +$221K | ﹤0.01% | 1091 |
|
|
2020
Q1 | – | Sell |
-19,278
| Closed | -$253K | – | 1237 |
|
|
2019
Q4 | $253K | Buy |
+19,278
| New | +$253K | ﹤0.01% | 1193 |
|
|
2019
Q3 | – | Sell |
-42,131
| Closed | -$489K | – | 1356 |
|
|
2019
Q2 | $489K | Buy |
42,131
+1,602
| +4% | +$18.6K | ﹤0.01% | 1044 |
|
|
2019
Q1 | $522K | Sell |
40,529
-661,276
| -94% | -$8.52M | ﹤0.01% | 959 |
|
|
2018
Q4 | $7.24M | Buy |
701,805
+65,916
| +10% | +$680K | 0.06% | 313 |
|
|
2018
Q3 | $8.85M | Buy |
635,889
+613,965
| +2,800% | +$8.55M | 0.06% | 322 |
|
|
2018
Q2 | $378K | Sell |
21,924
-1,993
| -8% | -$34.4K | ﹤0.01% | 1016 |
|
|
2018
Q1 | $420K | Buy |
23,917
+3,109
| +15% | +$54.6K | ﹤0.01% | 996 |
|
|
2017
Q4 | $395K | Buy |
20,808
+644
| +3% | +$12.2K | ﹤0.01% | 1032 |
|
|
2017
Q3 | $283K | Buy |
20,164
+4,148
| +26% | +$58.2K | ﹤0.01% | 1129 |
|
|
2017
Q2 | $192K | Sell |
16,016
-6,580
| -29% | -$78.9K | ﹤0.01% | 1214 |
|
|
2017
Q1 | $302K | Buy |
22,596
+7,491
| +50% | +$100K | ﹤0.01% | 1044 |
|
|
2016
Q4 | $199K | Sell |
15,105
-2,201
| -13% | -$29K | ﹤0.01% | 1189 |
|
|
2016
Q3 | $188K | Sell |
17,306
-7,554
| -30% | -$82.1K | ﹤0.01% | 1196 |
|
|
2016
Q2 | $273K | Buy |
24,860
+541
| +2% | +$5.94K | ﹤0.01% | 1062 |
|
|
2016
Q1 | $251K | Buy |
+24,319
| New | +$251K | ﹤0.01% | 1052 |
|
|
2015
Q4 | – | Sell |
-103,103
| Closed | -$999K | – | 1235 |
|
|
2015
Q3 | $999K | Buy |
+103,103
| New | +$999K | 0.01% | 685 |
|
|
2015
Q2 | – | Sell |
-9,933
| Closed | -$231K | – | 1271 |
|
|
2015
Q1 | $231K | Sell |
9,933
-5,774
| -37% | -$134K | ﹤0.01% | 1142 |
|
|
2014
Q4 | $367K | Sell |
15,707
-27,421
| -64% | -$641K | 0.01% | 909 |
|
|
2014
Q3 | $1.41M | Buy |
43,128
+1,046
| +2% | +$34.1K | 0.02% | 519 |
|
|
2014
Q2 | $1.54M | Sell |
42,082
-988
| -2% | -$36.1K | 0.03% | 470 |
|
|
2014
Q1 | $1.42M | Buy |
43,070
+9,116
| +27% | +$301K | 0.03% | 417 |
|
|
2013
Q4 | $1.28M | Sell |
33,954
-4,460
| -12% | -$168K | 0.04% | 302 |
|
|
2013
Q3 | $1.27M | Sell |
38,414
-16,022
| -29% | -$530K | 0.04% | 312 |
|
|
2013
Q2 | $1.5M | Buy |
+54,436
| New | +$1.5M | 0.04% | 348 |
|