Wealth Alliance 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 | $262K | Buy |
6,033
+504
| +9% | +$21.8K | 0.05% | 162 |
|
|
2025
Q1 | $209K | Sell |
5,529
-1,005
| -15% | -$38.1K | 0.04% | 183 |
|
|
2024
Q4 | $249K | Hold |
6,534
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $326K | Hold |
6,534
| – | – | 0.07% | 136 |
|
|
2024
Q2 | $318K | Sell |
6,534
-3,500
| -35% | -$170K | 0.07% | 142 |
|
|
2024
Q1 | $472K | Buy |
10,034
+989
| +11% | +$46.5K | 0.11% | 114 |
|
|
2023
Q4 | $385K | Buy |
9,045
+112
| +1% | +$4.77K | 0.1% | 125 |
|
|
2023
Q3 | $333K | Hold |
8,933
| – | – | 0.1% | 123 |
|
|
2023
Q2 | $357K | Sell |
8,933
-250
| -3% | -$10K | 0.13% | 113 |
|
|
2023
Q1 | $376K | Buy |
9,183
+111
| +1% | +$4.54K | 0.14% | 101 |
|
|
2022
Q4 | $345K | Hold |
9,072
| – | – | 0.13% | 101 |
|
|
2022
Q3 | $248K | Buy |
9,072
+1,750
| +24% | +$47.8K | 0.11% | 115 |
|
|
2022
Q2 | $214K | Sell |
7,322
-1,228
| -14% | -$35.9K | 0.1% | 126 |
|
|
2022
Q1 | $425K | Hold |
8,550
| – | – | 0.18% | 86 |
|
|
2021
Q4 | $357K | Hold |
8,550
| – | – | 0.16% | 102 |
|
|
2021
Q3 | $278K | Sell |
8,550
-1,250
| -13% | -$40.6K | 0.14% | 112 |
|
|
2021
Q2 | $364K | Buy |
9,800
+2,500
| +34% | +$92.9K | 0.18% | 97 |
|
|
2021
Q1 | $240K | Sell |
7,300
-500
| -6% | -$16.4K | 0.12% | 125 |
|
|
2020
Q4 | $203K | Buy |
+7,800
| New | +$203K | 0.11% | 138 |
|
|
2020
Q2 | – | Sell |
-10,500
| Closed | -$71K | – | 129 |
|
|
2020
Q1 | $71K | Hold |
10,500
| – | – | 0.06% | 114 |
|
|
2019
Q4 | $138K | Sell |
10,500
-100
| -0.9% | -$1.31K | 0.08% | 132 |
|
|
2019
Q3 | $101K | Buy |
+10,600
| New | +$101K | 0.06% | 127 |
|