Baron Wealth Management’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 | – | Sell |
-2,208
| Closed | -$215K | – | 254 |
|
|
2025
Q1 | $215K | Buy |
+2,208
| New | +$215K | 0.09% | 180 |
|
|
2024
Q4 | – | Sell |
-2,777
| Closed | -$274K | – | 205 |
|
|
2024
Q3 | $274K | Hold |
2,777
| – | – | 0.13% | 133 |
|
|
2024
Q2 | $299K | Hold |
2,777
| – | – | 0.15% | 111 |
|
|
2024
Q1 | $362K | Hold |
2,777
| – | – | 0.19% | 89 |
|
|
2023
Q4 | $362K | Buy |
2,777
+301
| +12% | +$39.2K | 0.2% | 77 |
|
|
2023
Q3 | $270K | Sell |
2,476
-277
| -10% | -$30.2K | 0.17% | 105 |
|
|
2023
Q2 | $305K | Buy |
2,753
+55
| +2% | +$6.1K | 0.19% | 91 |
|
|
2023
Q1 | $257K | Hold |
2,698
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $211K | Buy |
+2,698
| New | +$211K | 0.16% | 123 |
|