CAPTRUST Financial Advisors’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
17,093
+1,678
| +11% | +$30.1K | ﹤0.01% | 2040 |
|
|
2025
Q1 | $219K | Buy |
15,415
+1,648
| +12% | +$23.4K | ﹤0.01% | 2120 |
|
|
2024
Q4 | $197K | Sell |
13,767
-6
| -0% | -$86 | ﹤0.01% | 2146 |
|
|
2024
Q3 | $225K | Buy |
13,773
+67
| +0.5% | +$1.1K | ﹤0.01% | 2062 |
|
|
2024
Q2 | $233K | Sell |
13,706
-648
| -5% | -$11K | ﹤0.01% | 1962 |
|
|
2024
Q1 | $268K | Sell |
14,354
-22,677
| -61% | -$423K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $686K | Sell |
37,031
-77
| -0.2% | -$1.43K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $643K | Buy |
37,108
+810
| +2% | +$14K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $785K | Sell |
36,298
-208
| -0.6% | -$4.5K | ﹤0.01% | 1354 |
|
|
2023
Q1 | $768K | Sell |
36,506
-2,175
| -6% | -$45.8K | ﹤0.01% | 1170 |
|
|
2022
Q4 | $704K | Sell |
38,681
-238
| -0.6% | -$4.33K | ﹤0.01% | 1158 |
|
|
2022
Q3 | $641K | Buy |
38,919
+10,722
| +38% | +$177K | ﹤0.01% | 1128 |
|
|
2022
Q2 | $576K | Buy |
28,197
+8,431
| +43% | +$172K | ﹤0.01% | 1084 |
|
|
2022
Q1 | $418K | Buy |
19,766
+8,238
| +71% | +$174K | ﹤0.01% | 1230 |
|
|
2021
Q4 | $243K | Buy |
11,528
+158
| +1% | +$3.33K | ﹤0.01% | 1504 |
|
|
2021
Q3 | $201K | Hold |
11,370
| – | – | ﹤0.01% | 1553 |
|
|
2021
Q2 | $171K | Sell |
11,370
-6,996
| -38% | -$105K | ﹤0.01% | 1626 |
|
|
2021
Q1 | $249K | Sell |
18,366
-58
| -0.3% | -$786 | ﹤0.01% | 1325 |
|
|
2020
Q4 | $268K | Buy |
18,424
+11,406
| +163% | +$166K | ﹤0.01% | 1075 |
|
|
2020
Q3 | $86K | Sell |
7,018
-11,393
| -62% | -$140K | ﹤0.01% | 1399 |
|
|
2020
Q2 | $238K | Sell |
18,411
-490
| -3% | -$6.33K | ﹤0.01% | 954 |
|
|
2020
Q1 | $213K | Sell |
18,901
-13,749
| -42% | -$155K | ﹤0.01% | 829 |
|
|
2019
Q4 | $531K | Buy |
+32,650
| New | +$531K | 0.01% | 669 |
|