Wallace Advisory Group’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 | $517K | Buy |
13,666
+3,176
| +30% | +$120K | 0.38% | 77 |
|
|
2025
Q1 | $399K | Buy |
10,490
+1,012
| +11% | +$38.5K | 0.28% | 106 |
|
|
2024
Q4 | $473K | Buy |
9,478
+1,138
| +14% | +$56.8K | 0.33% | 86 |
|
|
2024
Q3 | $405K | Sell |
8,340
-265
| -3% | -$12.9K | 0.3% | 93 |
|
|
2024
Q2 | $418K | Sell |
8,605
-2,463
| -22% | -$120K | 0.3% | 91 |
|
|
2024
Q1 | $471K | Buy |
11,068
+732
| +7% | +$31.2K | 0.35% | 79 |
|
|
2023
Q4 | $385K | Sell |
10,336
-1,130
| -10% | -$42.1K | 0.3% | 84 |
|
|
2023
Q3 | $459K | Sell |
11,466
-325
| -3% | -$13K | 0.33% | 78 |
|
|
2023
Q2 | $482K | Hold |
11,791
| – | – | 0.37% | 76 |
|
|
2023
Q1 | $482K | Sell |
11,791
-2,880
| -20% | -$118K | 0.37% | 76 |
|
|
2022
Q4 | $557K | Buy |
+14,671
| New | +$557K | 0.44% | 52 |
|