Allworth Financial’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Buy |
340
+87
| +34% | +$8.96K | ﹤0.01% | 2158 |
|
|
2025
Q1 | $26.8K | Buy |
253
+10
| +4% | +$1.06K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $20.5K | Buy |
243
+42
| +21% | +$3.55K | ﹤0.01% | 2075 |
|
|
2024
Q3 | $19.8K | Sell |
201
-11
| -5% | -$1.09K | ﹤0.01% | 1917 |
|
|
2024
Q2 | $24.7K | Buy |
212
+11
| +5% | +$1.28K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $26.2K | Buy |
201
+3
| +2% | +$391 | ﹤0.01% | 1612 |
|
|
2023
Q4 | $25.8K | Buy |
198
+68
| +52% | +$8.86K | ﹤0.01% | 1503 |
|
|
2023
Q3 | $14.2K | Buy |
130
+31
| +31% | +$3.38K | ﹤0.01% | 1719 |
|
|
2023
Q2 | $11K | Buy |
99
+50
| +102% | +$5.54K | ﹤0.01% | 1829 |
|
|
2023
Q1 | $4.67K | Hold |
49
| – | – | ﹤0.01% | 2062 |
|
|
2022
Q4 | $3.83K | Sell |
49
-21
| -30% | -$1.64K | ﹤0.01% | 2007 |
|
|
2022
Q3 | $4K | Buy |
70
+43
| +159% | +$2.46K | ﹤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 | +$1K | ﹤0.01% | 975 |
|