AssetMark Inc’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
11,300
+5,596
| +98% | +$576K | ﹤0.01% | 891 |
|
|
2025
Q1 | $557K | Buy |
5,704
+1,666
| +41% | +$163K | ﹤0.01% | 960 |
|
|
2024
Q4 | $345K | Buy |
4,038
+3,911
| +3,080% | +$334K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $12.5K | Buy |
127
+97
| +323% | +$9.58K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $3.23K | Buy |
30
+5
| +20% | +$538 | ﹤0.01% | 1667 |
|
|
2024
Q1 | $3.26K | Sell |
25
-29
| -54% | -$3.78K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $7.04K | Sell |
54
-276
| -84% | -$36K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $36K | Buy |
+330
| New | +$36K | ﹤0.01% | 1161 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 1396 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1416 |
|
|
2020
Q3 | $0 | Sell |
5
-1,896
| -100% | – | ﹤0.01% | 1344 |
|
|
2020
Q2 | $118K | Buy |
1,901
+796
| +72% | +$49.4K | ﹤0.01% | 559 |
|
|
2020
Q1 | $67K | Buy |
1,105
+196
| +22% | +$11.9K | ﹤0.01% | 632 |
|
|
2019
Q4 | $86K | Sell |
909
-813
| -47% | -$76.9K | ﹤0.01% | 650 |
|
|
2019
Q3 | $158K | Buy |
1,722
+528
| +44% | +$48.4K | ﹤0.01% | 535 |
|
|
2019
Q2 | $116K | Buy |
1,194
+621
| +108% | +$60.3K | ﹤0.01% | 572 |
|
|
2019
Q1 | $53K | Buy |
+573
| New | +$53K | ﹤0.01% | 687 |
|
|
2018
Q1 | – | Sell |
-522
| Closed | -$49K | – | 1604 |
|
|
2017
Q4 | $49K | Buy |
+522
| New | +$49K | ﹤0.01% | 790 |
|
|
2017
Q3 | – | Sell |
-7
| Closed | -$1K | – | 1509 |
|
|
2017
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1292 |
|
|
2017
Q1 | – | Sell |
-2
| Closed | – | – | 1325 |
|
|
2016
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1291 |
|
|
2016
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1204 |
|
|
2016
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1108 |
|
|
2015
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1201 |
|
|
2015
Q3 | $1K | Sell |
6
-9,006
| -100% | -$1.5M | ﹤0.01% | 668 |
|
|
2015
Q2 | $803K | Buy |
9,012
+387
| +4% | +$34.5K | 0.02% | 322 |
|
|
2015
Q1 | $806K | Buy |
8,625
+373
| +5% | +$34.9K | 0.02% | 316 |
|
|
2014
Q4 | $726K | Buy |
8,252
+104
| +1% | +$9.15K | 0.02% | 334 |
|
|
2014
Q3 | $750K | Sell |
8,148
-243
| -3% | -$22.4K | 0.02% | 330 |
|
|
2014
Q2 | $786K | Buy |
8,391
+1,582
| +23% | +$148K | 0.02% | 341 |
|
|
2014
Q1 | $635K | Sell |
6,809
-71
| -1% | -$6.62K | 0.02% | 295 |
|
|
2013
Q4 | $673K | Sell |
6,880
-143
| -2% | -$14K | 0.02% | 304 |
|
|
2013
Q3 | $682K | Buy |
+7,023
| New | +$682K | 0.02% | 300 |
|