Williams Jones Wealth Management’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
$368K Sell
8,489
-700
-8% -$30.3K ﹤0.01% 388
2025
Q1
$348K Sell
9,189
-1,425
-13% -$54K ﹤0.01% 382
2024
Q4
$404K Sell
10,614
-8,625
-45% -$328K ﹤0.01% 379
2024
Q3
$960K Buy
19,239
+1,125
+6% +$56.2K 0.01% 262
2024
Q2
$880K Buy
18,114
+3,132
+21% +$152K 0.01% 268
2024
Q1
$704K Sell
14,982
-8,101
-35% -$381K 0.01% 305
2023
Q4
$983K Sell
23,083
-6,590
-22% -$281K 0.01% 260
2023
Q3
$1.11M Sell
29,673
-2,238
-7% -$83.5K 0.02% 241
2023
Q2
$1.28M Sell
31,911
-90,979
-74% -$3.64M 0.02% 229
2023
Q1
$5.03M Buy
122,890
+72,719
+145% +$2.97M 0.08% 134
2022
Q4
$1.91M Buy
50,171
+894
+2% +$34K 0.03% 205
2022
Q3
$1.35M Sell
49,277
-16,091
-25% -$440K 0.02% 237
2022
Q2
$1.91M Sell
65,368
-1,149
-2% -$33.6K 0.03% 211
2022
Q1
$3.31M Buy
66,517
+8,902
+15% +$443K 0.05% 165
2021
Q4
$2.4M Buy
57,615
+17,400
+43% +$726K 0.03% 187
2021
Q3
$1.31M Sell
40,215
-14,025
-26% -$456K 0.02% 227
2021
Q2
$2.01M Buy
54,240
+31,759
+141% +$1.18M 0.03% 195
2021
Q1
$740K Buy
+22,481
New +$740K 0.01% 272