Carson Wealth (CWM LLC)’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Sell |
384
-51
| -12% | -$5.31K | ﹤0.01% | 3442 |
|
|
2025
Q1 | $42K | Sell |
435
-233
| -35% | -$22.5K | ﹤0.01% | 3109 |
|
|
2024
Q4 | $57K | Buy |
668
+62
| +10% | +$5.29K | ﹤0.01% | 2700 |
|
|
2024
Q3 | $60K | Sell |
606
-350
| -37% | -$34.7K | ﹤0.01% | 2559 |
|
|
2024
Q2 | $103K | Buy |
956
+213
| +29% | +$22.9K | ﹤0.01% | 1954 |
|
|
2024
Q1 | $97K | Buy |
743
+384
| +107% | +$50.1K | ﹤0.01% | 1895 |
|
|
2023
Q4 | $47K | Sell |
359
-46
| -11% | -$6.02K | ﹤0.01% | 2214 |
|
|
2023
Q3 | $44K | Buy |
405
+61
| +18% | +$6.63K | ﹤0.01% | 2138 |
|
|
2023
Q2 | $38K | Buy |
344
+58
| +20% | +$6.41K | ﹤0.01% | 2177 |
|
|
2023
Q1 | $27K | Buy |
286
+51
| +22% | +$4.82K | ﹤0.01% | 2286 |
|
|
2022
Q4 | $18K | Buy |
235
+53
| +29% | +$4.06K | ﹤0.01% | 2441 |
|
|
2022
Q3 | $11K | Buy |
182
+117
| +180% | +$7.07K | ﹤0.01% | 2619 |
|
|
2022
Q2 | $4K | Sell |
65
-88
| -58% | -$5.42K | ﹤0.01% | 3070 |
|
|
2022
Q1 | $13K | Buy |
153
+137
| +856% | +$11.6K | ﹤0.01% | 2319 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 3279 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2754 |
|
|
2019
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2754 |
|
|
2017
Q4 | – | Sell |
-220
| Closed | -$21K | – | 1493 |
|
|
2017
Q3 | $21K | Hold |
220
| – | – | ﹤0.01% | 691 |
|
|
2017
Q2 | $22K | Hold |
220
| – | – | ﹤0.01% | 618 |
|
|
2017
Q1 | $19K | Buy |
+220
| New | +$19K | ﹤0.01% | 605 |
|