CAPTRUST Financial Advisors’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 | $1.74M | Buy |
16,917
+916
| +6% | +$94.3K | ﹤0.01% | 1042 |
|
|
2025
Q1 | $1.56M | Sell |
16,001
-5,795
| -27% | -$565K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $1.86M | Sell |
21,796
-187
| -0.9% | -$16K | 0.01% | 917 |
|
|
2024
Q3 | $2.17M | Sell |
21,983
-1,268
| -5% | -$125K | 0.01% | 827 |
|
|
2024
Q2 | $2.5M | Sell |
23,251
-345
| -1% | -$37.1K | 0.01% | 722 |
|
|
2024
Q1 | $3.07M | Sell |
23,596
-8,097
| -26% | -$1.05M | 0.01% | 644 |
|
|
2023
Q4 | $4.13M | Buy |
31,693
+5,355
| +20% | +$698K | 0.01% | 616 |
|
|
2023
Q3 | $2.87M | Buy |
26,338
+16,603
| +171% | +$1.81M | 0.01% | 719 |
|
|
2023
Q2 | $1.08M | Sell |
9,735
-582
| -6% | -$64.5K | ﹤0.01% | 1154 |
|
|
2023
Q1 | $982K | Sell |
10,317
-51
| -0.5% | -$4.86K | ﹤0.01% | 1050 |
|
|
2022
Q4 | $810K | Buy |
10,368
+59
| +0.6% | +$4.61K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $647K | Sell |
10,309
-1,866
| -15% | -$117K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $822K | Buy |
12,175
+7,170
| +143% | +$484K | 0.01% | 930 |
|
|
2022
Q1 | $415K | Buy |
5,005
+621
| +14% | +$51.5K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $341K | Buy |
4,384
+103
| +2% | +$8.01K | ﹤0.01% | 1320 |
|
|
2021
Q3 | $371K | Sell |
4,281
-64
| -1% | -$5.55K | ﹤0.01% | 1175 |
|
|
2021
Q2 | $367K | Sell |
4,345
-798
| -16% | -$67.4K | ﹤0.01% | 1138 |
|
|
2021
Q1 | $387K | Sell |
5,143
-234
| -4% | -$17.6K | ﹤0.01% | 1074 |
|
|
2020
Q4 | $407K | Buy |
5,377
+185
| +4% | +$14K | 0.01% | 909 |
|
|
2020
Q3 | $290K | Buy |
5,192
+227
| +5% | +$12.7K | ﹤0.01% | 893 |
|
|
2020
Q2 | $308K | Buy |
4,965
+1,877
| +61% | +$116K | 0.01% | 862 |
|
|
2020
Q1 | $182K | Buy |
3,088
+200
| +7% | +$11.8K | ﹤0.01% | 892 |
|
|
2019
Q4 | $278K | Buy |
+2,888
| New | +$278K | ﹤0.01% | 867 |
|