Allworth Financial’s Fomento Económico Mexicano FMX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.1K	Buy	397 +42	+12%	+$4.52K	﹤0.01%	2418
2025 Q4	$35.9K	Sell	355 -39	-10%	-$3.79K	﹤0.01%	2424
2025 Q3	$38.9K	Buy	394 +54	+16%	+$5.02K	﹤0.01%	2275
2025 Q2	$35K	Buy	340 +87	+34%	+$8.98K	﹤0.01%	2166
2025 Q1	$26.8K	Buy	253 +10	+4%	+$905	﹤0.01%	1898
2024 Q4	$20.5K	Buy	243 +42	+21%	+$3.9K	﹤0.01%	2080
2024 Q3	$19.8K	Sell	201 -11	-5%	-$1.19K	﹤0.01%	1919
2024 Q2	$24.7K	Buy	212 +11	+5%	+$1.29K	﹤0.01%	1748
2024 Q1	$26.2K	Buy	201 +3	+2%	+$392	﹤0.01%	1612
2023 Q4	$25.8K	Buy	198 +68	+52%	+$8.09K	﹤0.01%	1503
2023 Q3	$14.2K	Buy	130 +31	+31%	+$3.44K	﹤0.01%	1719
2023 Q2	$11K	Buy	99 +50	+102%	+$5.03K	﹤0.01%	1829
2023 Q1	$4.67K	Hold	49	–	–	﹤0.01%	2062
2022 Q4	$3.83K	Sell	49 -21	-30%	-$1.54K	﹤0.01%	2007
2022 Q3	$4K	Buy	70 +43	+159%	+$2.71K	﹤0.01%	1934
2022 Q2	$2K	Buy	+27	New	+$2K	﹤0.01%	1994
2020 Q1	–	Sell	-14	Closed	-$1K	–	1264
2019 Q4	$1K	Buy	+14	New	+$1.29K	﹤0.01%	975