Baker Ellis Asset Management’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 | $4.01M | Sell |
36,067
-525
| -1% | -$56.5K | 0.48% | 57 |
|
|
2025
Q4 | $3.7M | Sell |
36,592
-1,730
| -5% | -$168K | 0.45% | 61 |
|
|
2025
Q3 | $3.78M | Sell |
38,322
-1,699
| -4% | -$158K | 0.47% | 55 |
|
|
2025
Q2 | $4.12M | Sell |
40,021
-598
| -1% | -$61.7K | 0.57% | 49 |
|
|
2025
Q1 | $3.96M | Sell |
40,619
-219
| -0.5% | -$19.8K | 0.57% | 51 |
|
|
2024
Q4 | $3.49M | Sell |
40,838
-2,362
| -5% | -$219K | 0.51% | 58 |
|
|
2024
Q3 | $4.26M | Sell |
43,200
-246
| -0.6% | -$26.5K | 0.6% | 50 |
|
|
2024
Q2 | $4.68M | Buy |
43,446
+140
| +0.3% | +$16.4K | 0.7% | 43 |
|
|
2024
Q1 | $5.64M | Sell |
43,306
-408
| -0.9% | -$53.3K | 0.84% | 33 |
|
|
2023
Q4 | $5.7M | Sell |
43,714
-337
| -0.8% | -$40.1K | 0.91% | 32 |
|
|
2023
Q3 | $4.81M | Buy |
44,051
+215
| +0.5% | +$23.9K | 0.86% | 37 |
|
|
2023
Q2 | $4.86M | Sell |
43,836
-405
| -0.9% | -$40.7K | 0.83% | 40 |
|
|
2023
Q1 | $4.21M | Buy |
44,241
+1,619
| +4% | +$142K | 0.75% | 44 |
|
|
2022
Q4 | $3.33M | Sell |
42,622
-424
| -1% | -$31.2K | 0.65% | 47 |
|
|
2022
Q3 | $2.7M | Sell |
43,046
-3,386
| -7% | -$213K | 0.59% | 51 |
|
|
2022
Q2 | $3.13M | Buy |
46,432
+391
| +0.8% | +$28.9K | 0.65% | 50 |
|
|
2022
Q1 | $3.81M | Buy |
46,041
+130
| +0.3% | +$10.2K | 0.68% | 47 |
|
|
2021
Q4 | $3.57M | Buy |
45,911
+1,138
| +3% | +$89.1K | 0.63% | 51 |
|
|
2021
Q3 | $3.73M | Buy |
44,773
+1,213
| +3% | +$104K | 0.72% | 44 |
|
|
2021
Q2 | $3.68M | Buy |
43,560
+2,329
| +6% | +$191K | 0.72% | 44 |
|
|
2021
Q1 | $3.11M | Buy |
41,231
+1,904
| +5% | +$139K | 0.67% | 41 |
|
|
2020
Q4 | $2.98M | Buy |
39,327
+1,420
| +4% | +$95K | 0.71% | 41 |
|
|
2020
Q3 | $2.13M | Sell |
37,907
-312
| -0.8% | -$18.2K | 0.59% | 50 |
|
|
2020
Q2 | $2.37M | Buy |
38,219
+2,490
| +7% | +$159K | 0.7% | 45 |
|
|
2020
Q1 | $2.16M | Sell |
35,729
-2,870
| -7% | -$243K | 0.77% | 38 |
|
|
2019
Q4 | $3.65M | Sell |
38,599
-2,130
| -5% | -$196K | 1.01% | 27 |
|
|
2019
Q3 | $3.73M | Sell |
40,729
-145
| -0.4% | -$13.4K | 0.99% | 26 |
|
|
2019
Q2 | $3.96M | Sell |
40,874
-2,136
| -5% | -$207K | 1.05% | 24 |
|
|
2019
Q1 | $3.97M | Sell |
43,010
-1,435
| -3% | -$131K | 1.11% | 22 |
|
|
2018
Q4 | $3.82M | Sell |
44,445
-690
| -2% | -$61.3K | 1.16% | 21 |
|
|
2018
Q3 | $4.47M | Sell |
45,135
-2,295
| -5% | -$221K | 1.15% | 18 |
|
|
2018
Q2 | $4.16M | Buy |
47,430
+470
| +1% | +$41.5K | 1.1% | 20 |
|
|
2018
Q1 | $4.29M | Sell |
46,960
-510
| -1% | -$47.8K | 1.13% | 18 |
|
|
2017
Q4 | $4.46M | Sell |
47,470
-2
| -0% | -$182 | 1.12% | 20 |
|
|
2017
Q3 | $4.54M | Buy |
47,472
+50
| +0.1% | +$4.98K | 1.2% | 17 |
|
|
2017
Q2 | $4.66M | Buy |
47,422
+125
| +0.3% | +$11.6K | 1.28% | 18 |
|
|
2017
Q1 | $4.19M | Sell |
47,297
-3
| -0% | -$244 | 1.2% | 17 |
|
|
2016
Q4 | $3.6M | Buy |
47,300
+22,471
| +91% | +$1.92M | 1.06% | 24 |
|
|
2016
Q3 | $2.29M | Sell |
24,829
-42
| -0.2% | -$3.87K | 0.69% | 37 |
|
|
2016
Q2 | $2.3M | Buy |
24,871
+150
| +0.6% | +$13.7K | 0.72% | 34 |
|
|
2016
Q1 | $2.38M | Buy |
24,721
+220
| +0.9% | +$20.1K | 0.79% | 28 |
|
|
2015
Q4 | $2.26M | Buy |
24,501
+450
| +2% | +$43.2K | 0.78% | 33 |
|
|
2015
Q3 | $2.15M | Buy |
24,051
+1,650
| +7% | +$147K | 0.77% | 34 |
|
|
2015
Q2 | $2M | Sell |
22,401
-425
| -2% | -$39.4K | 0.67% | 39 |
|
|
2015
Q1 | $2.13M | Buy |
22,826
+880
| +4% | +$78.5K | 0.68% | 38 |
|
|
2014
Q4 | $1.93M | Sell |
21,946
-631
| -3% | -$57.8K | 0.65% | 39 |
|
|
2014
Q3 | $2.08M | Buy |
22,577
+250
| +1% | +$23.9K | 0.72% | 33 |
|
|
2014
Q2 | $2.09M | Sell |
22,327
-2,370
| -10% | -$225K | 0.71% | 33 |
|
|
2014
Q1 | $2.3M | Sell |
24,697
-1,750
| -7% | -$157K | 0.8% | 31 |
|
|
2013
Q4 | $2.59M | Sell |
26,447
-238
| -0.9% | -$22.4K | 0.9% | 25 |
|
|
2013
Q3 | $2.59M | Sell |
26,685
-100
| -0.4% | -$10K | 0.98% | 23 |
|
|
2013
Q2 | $2.76M | Buy |
+26,785
| New | +$2.98M | 1.1% | 21 |
|
Other funds holding FMX
HL
N
IUHSA