Valeo 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 | $932K | Sell |
21,503
-145
| -0.7% | -$6.29K | 0.02% | 319 |
|
|
2025
Q1 | $820K | Sell |
21,648
-171
| -0.8% | -$6.48K | 0.02% | 300 |
|
|
2024
Q4 | $831K | Buy |
21,819
+2,849
| +15% | +$108K | 0.02% | 301 |
|
|
2024
Q3 | $948K | Sell |
18,970
-455
| -2% | -$22.7K | 0.03% | 270 |
|
|
2024
Q2 | $944K | Buy |
19,425
+734
| +4% | +$35.7K | 0.03% | 250 |
|
|
2024
Q1 | $901K | Sell |
18,691
-830
| -4% | -$40K | 0.03% | 256 |
|
|
2023
Q4 | $831K | Buy |
19,521
+7,192
| +58% | +$306K | 0.03% | 259 |
|
|
2023
Q3 | $460K | Sell |
12,329
-364
| -3% | -$13.6K | 0.02% | 356 |
|
|
2023
Q2 | $508K | Buy |
12,693
+289
| +2% | +$11.6K | 0.02% | 319 |
|
|
2023
Q1 | $507K | Buy |
12,404
+3,294
| +36% | +$135K | 0.02% | 333 |
|
|
2022
Q4 | $346K | Buy |
+9,110
| New | +$346K | 0.02% | 350 |
|
|
2022
Q2 | – | Sell |
-4,611
| Closed | -$229K | – | 521 |
|
|
2022
Q1 | $229K | Buy |
+4,611
| New | +$229K | 0.01% | 487 |
|
|
2021
Q2 | – | Sell |
-1,601
| Closed | -$53K | – | 883 |
|
|
2021
Q1 | $53K | Buy |
1,601
+445
| +38% | +$14.7K | ﹤0.01% | 811 |
|
|
2020
Q4 | $30K | Sell |
1,156
-1,121
| -49% | -$29.1K | ﹤0.01% | 906 |
|
|
2020
Q3 | $36K | Buy |
2,277
+897
| +65% | +$14.2K | ﹤0.01% | 727 |
|
|
2020
Q2 | $16K | Buy |
1,380
+50
| +4% | +$580 | ﹤0.01% | 1068 |
|
|
2020
Q1 | $11K | Sell |
1,330
-395
| -23% | -$3.27K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $23K | Buy |
1,725
+351
| +26% | +$4.68K | ﹤0.01% | 876 |
|
|
2019
Q3 | $13K | Sell |
1,374
-3,310
| -71% | -$31.3K | ﹤0.01% | 949 |
|
|
2019
Q2 | $54K | Buy |
4,684
+2,248
| +92% | +$25.9K | 0.01% | 570 |
|
|
2019
Q1 | $31K | Hold |
2,436
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $25K | Hold |
2,436
| – | – | ﹤0.01% | 639 |
|
|
2018
Q3 | $28K | Hold |
2,436
| – | – | ﹤0.01% | 661 |
|
|
2018
Q2 | $36K | Sell |
2,436
-2,939
| -55% | -$43.4K | 0.01% | 612 |
|
|
2018
Q1 | $94K | Buy |
5,375
+2,890
| +116% | +$50.5K | 0.02% | 379 |
|
|
2017
Q4 | $47K | Sell |
2,485
-4,399
| -64% | -$83.2K | 0.01% | 479 |
|
|
2017
Q3 | $97K | Buy |
+6,884
| New | +$97K | 0.02% | 293 |
|