Zimmermann Investment Management & Planning’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,564
| Closed | -$777K | – | 38 |
|
|
2024
Q3 | $777K | Sell |
15,564
-187
| -1% | -$9.34K | 0.24% | 65 |
|
|
2024
Q2 | $765K | Buy |
15,751
+3,365
| +27% | +$164K | 0.26% | 60 |
|
|
2024
Q1 | $582K | Buy |
12,386
+982
| +9% | +$46.2K | 0.21% | 76 |
|
|
2023
Q4 | $485K | Buy |
+11,404
| New | +$485K | 0.2% | 70 |
|
|
2023
Q3 | – | Sell |
-7,606
| Closed | -$304K | – | 110 |
|
|
2023
Q2 | $304K | Sell |
7,606
-392
| -5% | -$15.7K | 0.14% | 88 |
|
|
2023
Q1 | $327K | Sell |
7,998
-11,631
| -59% | -$476K | 0.17% | 89 |
|
|
2022
Q4 | $746K | Sell |
19,629
-1,970
| -9% | -$74.9K | 0.43% | 44 |
|
|
2022
Q3 | $590K | Buy |
21,599
+60
| +0.3% | +$1.64K | 0.37% | 48 |
|
|
2022
Q2 | $630K | Buy |
21,539
+550
| +3% | +$16.1K | 0.43% | 51 |
|
|
2022
Q1 | $1.04M | Buy |
20,989
+1,679
| +9% | +$83.5K | 0.62% | 40 |
|
|
2021
Q4 | $806K | Buy |
+19,310
| New | +$806K | 0.45% | 43 |
|