Waverly 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 | $712K | Buy |
16,413
+2,046
| +14% | +$88.7K | 0.01% | 704 |
|
|
2025
Q1 | $544K | Buy |
14,367
+3,220
| +29% | +$122K | 0.01% | 752 |
|
|
2024
Q4 | $424K | Buy |
11,147
+3,234
| +41% | +$123K | 0.01% | 721 |
|
|
2024
Q3 | $395K | Sell |
7,913
-1,373
| -15% | -$68.5K | 0.01% | 623 |
|
|
2024
Q2 | $451K | Buy |
+9,286
| New | +$451K | 0.01% | 598 |
|
|
2016
Q1 | – | Sell |
-11,500
| Closed | -$78K | – | 106 |
|
|
2015
Q4 | $78K | Buy |
+11,500
| New | +$78K | 0.03% | 119 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$4K | – | 433 |
|
|
2015
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 315 |
|
|
2015
Q1 | $4K | Buy |
200
+161
| +413% | +$3.22K | ﹤0.01% | 309 |
|
|
2014
Q4 | $1K | Sell |
39
-254
| -87% | -$6.51K | ﹤0.01% | 395 |
|
|
2014
Q3 | $10K | Sell |
293
-986
| -77% | -$33.7K | 0.01% | 477 |
|
|
2014
Q2 | $47K | Buy |
1,279
+1,156
| +940% | +$42.5K | 0.02% | 238 |
|
|
2014
Q1 | $4K | Sell |
123
-800
| -87% | -$26K | ﹤0.01% | 589 |
|
|
2013
Q4 | $35K | Buy |
923
+623
| +208% | +$23.6K | 0.01% | 371 |
|
|
2013
Q3 | $10K | Buy |
+300
| New | +$10K | 0.01% | 437 |
|