AssetMark Inc’s America Movil AMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.83M | Buy |
157,546
+15,686
| +11% | +$281K | 0.01% | 699 |
|
2025
Q1 | $2.02M | Buy |
141,860
+7,082
| +5% | +$101K | 0.01% | 722 |
|
2024
Q4 | $1.93M | Sell |
134,778
-2,038
| -1% | -$29.2K | 0.01% | 713 |
|
2024
Q3 | $2.24M | Sell |
136,816
-80,738
| -37% | -$1.32M | 0.01% | 624 |
|
2024
Q2 | $3.7M | Buy |
217,554
+25,984
| +14% | +$442K | 0.01% | 486 |
|
2024
Q1 | $3.57M | Buy |
191,570
+20,475
| +12% | +$382K | 0.01% | 479 |
|
2023
Q4 | $3.17M | Buy |
171,095
+20,193
| +13% | +$374K | 0.01% | 465 |
|
2023
Q3 | $2.61M | Buy |
150,902
+22,111
| +17% | +$383K | 0.01% | 461 |
|
2023
Q2 | $2.79M | Buy |
128,791
+22,376
| +21% | +$484K | 0.01% | 424 |
|
2023
Q1 | $2.24M | Buy |
106,415
+15,738
| +17% | +$331K | 0.01% | 428 |
|
2022
Q4 | $1.65M | Buy |
90,677
+3,314
| +4% | +$60.3K | 0.01% | 464 |
|
2022
Q3 | $1.44M | Buy |
87,363
+13,394
| +18% | +$221K | 0.01% | 442 |
|
2022
Q2 | $1.51M | Buy |
73,969
+5,589
| +8% | +$114K | 0.01% | 413 |
|
2022
Q1 | $1.45M | Buy |
68,380
+34,085
| +99% | +$721K | 0.01% | 403 |
|
2021
Q4 | $724K | Buy |
34,295
+30,263
| +751% | +$639K | ﹤0.01% | 472 |
|
2021
Q3 | $71K | Buy |
4,032
+1,981
| +97% | +$34.9K | ﹤0.01% | 712 |
|
2021
Q2 | $31K | Buy |
2,051
+605
| +42% | +$9.14K | ﹤0.01% | 821 |
|
2021
Q1 | $20K | Sell |
1,446
-407
| -22% | -$5.63K | ﹤0.01% | 866 |
|
2020
Q4 | $27K | Sell |
1,853
-1,767
| -49% | -$25.7K | ﹤0.01% | 798 |
|
2020
Q3 | $45K | Sell |
3,620
-93
| -3% | -$1.16K | ﹤0.01% | 688 |
|
2020
Q2 | $47K | Sell |
3,713
-4,037
| -52% | -$51.1K | ﹤0.01% | 658 |
|
2020
Q1 | $91K | Sell |
7,750
-976
| -11% | -$11.5K | ﹤0.01% | 585 |
|
2019
Q4 | $140K | Sell |
8,726
-11,638
| -57% | -$187K | ﹤0.01% | 586 |
|
2019
Q3 | $303K | Sell |
20,364
-8,477
| -29% | -$126K | ﹤0.01% | 423 |
|
2019
Q2 | $420K | Sell |
28,841
-5,211
| -15% | -$75.9K | ﹤0.01% | 376 |
|
2019
Q1 | $486K | Buy |
34,052
+6,144
| +22% | +$87.7K | ﹤0.01% | 347 |
|
2018
Q4 | $398K | Sell |
27,908
-650,818
| -96% | -$9.28M | ﹤0.01% | 363 |
|
2018
Q3 | $10.9M | Buy |
678,726
+70,928
| +12% | +$1.14M | 0.1% | 164 |
|
2018
Q2 | $10.1M | Buy |
607,798
+63,235
| +12% | +$1.05M | 0.1% | 165 |
|
2018
Q1 | $10.4M | Buy |
544,563
+508,426
| +1,407% | +$9.71M | 0.11% | 154 |
|
2017
Q4 | $620K | Buy |
36,137
+35,281
| +4,122% | +$605K | 0.01% | 336 |
|
2017
Q3 | $15K | Hold |
856
| – | – | ﹤0.01% | 973 |
|
2017
Q2 | $14K | Sell |
856
-150
| -15% | -$2.45K | ﹤0.01% | 971 |
|
2017
Q1 | $14K | Sell |
1,006
-203,311
| -100% | -$2.83M | ﹤0.01% | 935 |
|
2016
Q4 | $2.57M | Buy |
204,317
+15,533
| +8% | +$195K | 0.04% | 210 |
|
2016
Q3 | $2.16M | Buy |
188,784
+188,600
| +102,500% | +$2.16M | 0.03% | 210 |
|
2016
Q2 | $2K | Buy |
184
+63
| +52% | +$685 | ﹤0.01% | 1086 |
|
2016
Q1 | $2K | Sell |
121
-7
| -5% | -$116 | ﹤0.01% | 1055 |
|
2015
Q4 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 1069 |
|