Carson Wealth (CWM LLC)’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
20,940
-1,105
| -5% | -$19.8K | ﹤0.01% | 1729 |
|
|
2025
Q1 | $313K | Sell |
22,045
-630
| -3% | -$8.95K | ﹤0.01% | 1643 |
|
|
2024
Q4 | $324K | Buy |
22,675
+3,160
| +16% | +$45.2K | ﹤0.01% | 1547 |
|
|
2024
Q3 | $319K | Buy |
19,515
+596
| +3% | +$9.74K | ﹤0.01% | 1504 |
|
|
2024
Q2 | $322K | Buy |
18,919
+46
| +0.2% | +$783 | ﹤0.01% | 1359 |
|
|
2024
Q1 | $352K | Buy |
18,873
+89
| +0.5% | +$1.66K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $348K | Buy |
18,784
+1,599
| +9% | +$29.6K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $298K | Sell |
17,185
-11
| -0.1% | -$191 | ﹤0.01% | 1154 |
|
|
2023
Q2 | $372K | Buy |
17,196
+2,154
| +14% | +$46.6K | ﹤0.01% | 1040 |
|
|
2023
Q1 | $317K | Buy |
15,042
+501
| +3% | +$10.6K | ﹤0.01% | 1038 |
|
|
2022
Q4 | $265K | Buy |
14,541
+3,247
| +29% | +$59.2K | ﹤0.01% | 995 |
|
|
2022
Q3 | $186K | Sell |
11,294
-4,168
| -27% | -$68.6K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $316K | Buy |
15,462
+4,153
| +37% | +$84.9K | ﹤0.01% | 872 |
|
|
2022
Q1 | $239K | Buy |
11,309
+2,297
| +25% | +$48.5K | ﹤0.01% | 964 |
|
|
2021
Q4 | $190K | Buy |
+9,012
| New | +$190K | ﹤0.01% | 1043 |
|
|
2021
Q2 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q1 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q4 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q3 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q2 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q1 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q4 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q3 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q2 | $135K | Hold |
8,996
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q1 | $135K | Buy |
8,996
+1,795
| +25% | +$26.9K | ﹤0.01% | 1028 |
|
|
2018
Q4 | $103K | Buy |
7,201
+200
| +3% | +$2.86K | ﹤0.01% | 720 |
|
|
2018
Q3 | $112K | Sell |
7,001
-62
| -0.9% | -$992 | ﹤0.01% | 597 |
|
|
2018
Q2 | $118K | Buy |
7,063
+62
| +0.9% | +$1.04K | ﹤0.01% | 495 |
|
|
2018
Q1 | $134K | Hold |
7,001
| – | – | 0.01% | 412 |
|
|
2017
Q4 | $120K | Hold |
7,001
| – | – | 0.01% | 406 |
|
|
2017
Q3 | $124K | Buy |
7,001
+569
| +9% | +$10.1K | 0.01% | 387 |
|
|
2017
Q2 | $102K | Hold |
6,432
| – | – | 0.01% | 379 |
|
|
2017
Q1 | $91K | Hold |
6,432
| – | – | 0.01% | 371 |
|
|
2016
Q4 | $81K | Hold |
6,432
| – | – | 0.01% | 379 |
|
|
2016
Q3 | $74K | Hold |
6,432
| – | – | 0.01% | 370 |
|
|
2016
Q2 | $79K | Hold |
6,432
| – | – | 0.01% | 328 |
|
|
2016
Q1 | $100K | Hold |
6,432
| – | – | 0.01% | 279 |
|
|
2015
Q4 | $90K | Hold |
6,432
| – | – | 0.01% | 265 |
|
|
2015
Q3 | $106K | Buy |
+6,432
| New | +$106K | 0.01% | 236 |
|