Valeo Financial Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.16M | Sell |
18,389
-200
| -1% | -$12.9K | 0.02% | 279 |
|
|
2026
Q1 | $1.09M | Sell |
18,589
-7,971
| -30% | -$482K | 0.03% | 258 |
|
|
2025
Q4 | $1.35M | Buy |
26,560
+2,283
| +9% | +$98.9K | 0.03% | 244 |
|
|
2025
Q3 | $952K | Buy |
24,277
+2,774
| +13% | +$120K | 0.02% | 316 |
|
|
2025
Q2 | $932K | Sell |
21,503
-145
| -0.7% | -$5.51K | 0.02% | 321 |
|
|
2025
Q1 | $820K | Sell |
21,648
-171
| -0.8% | -$6.54K | 0.02% | 301 |
|
|
2024
Q4 | $831K | Buy |
21,819
+2,849
| +15% | +$127K | 0.02% | 305 |
|
|
2024
Q3 | $948K | Sell |
18,970
-455
| -2% | -$20.5K | 0.03% | 272 |
|
|
2024
Q2 | $944K | Buy |
19,425
+734
| +4% | +$37K | 0.03% | 250 |
|
|
2024
Q1 | $901K | Sell |
18,691
-830
| -4% | -$33.5K | 0.03% | 256 |
|
|
2023
Q4 | $831K | Buy |
19,521
+7,192
| +58% | +$266K | 0.03% | 259 |
|
|
2023
Q3 | $460K | Sell |
12,329
-364
| -3% | -$14.7K | 0.02% | 356 |
|
|
2023
Q2 | $508K | Buy |
12,693
+289
| +2% | +$11K | 0.02% | 319 |
|
|
2023
Q1 | $507K | Buy |
12,404
+3,294
| +36% | +$137K | 0.02% | 333 |
|
|
2022
Q4 | $346K | Buy |
+9,110
| New | +$318K | 0.02% | 350 |
|
|
2022
Q2 | – | Sell |
-4,611
| Closed | -$229K | – | 557 |
|
|
2022
Q1 | $229K | Buy |
+4,611
| New | +$204K | 0.01% | 513 |
|
|
2021
Q2 | – | Sell |
-1,601
| Closed | -$53K | – | 956 |
|
|
2021
Q1 | $53K | Buy |
1,601
+445
| +38% | +$14.4K | ﹤0.01% | 846 |
|
|
2020
Q4 | $30K | Sell |
1,156
-1,121
| -49% | -$23.3K | ﹤0.01% | 925 |
|
|
2020
Q3 | $36K | Buy |
2,277
+897
| +65% | +$12.9K | ﹤0.01% | 753 |
|
|
2020
Q2 | $16K | Buy |
1,380
+50
| +4% | +$458 | ﹤0.01% | 1135 |
|
|
2020
Q1 | $11K | Sell |
1,330
-395
| -23% | -$4.13K | ﹤0.01% | 1058 |
|
|
2019
Q4 | $23K | Buy |
1,725
+351
| +26% | +$3.85K | ﹤0.01% | 888 |
|
|
2019
Q3 | $13K | Sell |
1,374
-3,310
| -71% | -$34K | ﹤0.01% | 961 |
|
|
2019
Q2 | $54K | Buy |
4,684
+2,248
| +92% | +$26.2K | 0.01% | 571 |
|
|
2019
Q1 | $31K | Hold |
2,436
| – | – | ﹤0.01% | 666 |
|
|
2018
Q4 | $25K | Hold |
2,436
| – | – | ﹤0.01% | 644 |
|
|
2018
Q3 | $28K | Hold |
2,436
| – | – | ﹤0.01% | 670 |
|
|
2018
Q2 | $36K | Sell |
2,436
-2,939
| -55% | -$49.8K | 0.01% | 617 |
|
|
2018
Q1 | $94K | Buy |
5,375
+2,890
| +116% | +$54.2K | 0.02% | 380 |
|
|
2017
Q4 | $47K | Sell |
2,485
-4,399
| -64% | -$66.4K | 0.01% | 479 |
|
|
2017
Q3 | $97K | Buy |
+6,884
| New | +$96.7K | 0.02% | 295 |
|
Other funds holding FCX
Valeo Financial Advisors's FCX Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Freeport-McMoran (FCX) stake by 1.1% in Q2 2026, selling an estimated $12.9K and leaving 18,389 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #279.
Valeo Financial Advisors first reported a position in FCX in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.35M in Q4 2025. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.
- Valeo Financial Advisors held 18,389 shares of Freeport-McMoran worth $1.16M as of Q2 2026.
- Valeo Financial Advisors sold 200 Freeport-McMoran shares in Q2 2026, an estimated $12.9K.
- Freeport-McMoran made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #279 holding.
- Valeo Financial Advisors first reported a position in Freeport-McMoran in Q3 2017 and has held it in 31 quarters since.
- Valeo Financial Advisors's Freeport-McMoran position peaked at $1.35M in Q4 2025.
- 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.