Westover Capital 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 | $390K | Hold |
9,000
| – | – | 0.08% | 167 |
|
|
2025
Q1 | $341K | Hold |
9,000
| – | – | 0.08% | 179 |
|
|
2024
Q4 | $343K | Hold |
9,000
| – | – | 0.08% | 176 |
|
|
2024
Q3 | $449K | Hold |
9,000
| – | – | 0.09% | 160 |
|
|
2024
Q2 | $437K | Buy |
+9,000
| New | +$437K | 0.11% | 144 |
|
|
2021
Q4 | – | Sell |
-11,949
| Closed | -$389K | – | 182 |
|
|
2021
Q3 | $389K | Buy |
11,949
+3,105
| +35% | +$101K | 0.12% | 115 |
|
|
2021
Q2 | $328K | Buy |
+8,844
| New | +$328K | 0.11% | 133 |
|
|
2017
Q2 | – | Sell |
-54,644
| Closed | -$730K | – | 112 |
|
|
2017
Q1 | $730K | Sell |
54,644
-46,826
| -46% | -$626K | 0.49% | 58 |
|
|
2016
Q4 | $1.34M | Buy |
+101,470
| New | +$1.34M | 0.96% | 38 |
|