Waldron Private Wealth’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,524
| Closed | -$226K | – | 425 |
|
|
2024
Q3 | $226K | Hold |
4,524
| – | – | 0.01% | 376 |
|
|
2024
Q2 | $220K | Sell |
4,524
-24
| -0.5% | -$1.17K | 0.01% | 377 |
|
|
2024
Q1 | $214K | Sell |
4,548
-9,523
| -68% | -$448K | 0.01% | 383 |
|
|
2023
Q4 | $599K | Buy |
+14,071
| New | +$599K | 0.03% | 209 |
|
|
2023
Q2 | – | Sell |
-5,173
| Closed | -$212K | – | 397 |
|
|
2023
Q1 | $212K | Buy |
+5,173
| New | +$212K | 0.01% | 382 |
|
|
2022
Q2 | – | Sell |
-4,331
| Closed | -$215K | – | 391 |
|
|
2022
Q1 | $215K | Buy |
+4,331
| New | +$215K | 0.01% | 378 |
|
|
2021
Q3 | – | Sell |
-47,325
| Closed | -$1.76M | – | 363 |
|
|
2021
Q2 | $1.76M | Buy |
+47,325
| New | +$1.76M | 0.11% | 105 |
|