Cerity Partners’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
27,154
+13,494
| +99% | +$242K | ﹤0.01% | 1868 |
|
|
2025
Q1 | $194K | Buy |
13,660
+2,941
| +27% | +$41.8K | ﹤0.01% | 2220 |
|
|
2024
Q4 | $155K | Sell |
10,719
-1,400
| -12% | -$20.3K | ﹤0.01% | 2281 |
|
|
2024
Q3 | $198K | Sell |
12,119
-3,069
| -20% | -$50.2K | ﹤0.01% | 2322 |
|
|
2024
Q2 | $258K | Sell |
15,188
-1,492
| -9% | -$25.4K | ﹤0.01% | 1896 |
|
|
2024
Q1 | $311K | Buy |
16,680
+1,068
| +7% | +$19.9K | ﹤0.01% | 1846 |
|
|
2023
Q4 | $289K | Buy |
+15,612
| New | +$289K | ﹤0.01% | 1534 |
|
|
2023
Q3 | – | Sell |
-17,767
| Closed | -$384K | – | 1402 |
|
|
2023
Q2 | $384K | Sell |
17,767
-398
| -2% | -$8.61K | ﹤0.01% | 1293 |
|
|
2023
Q1 | $382K | Buy |
18,165
+679
| +4% | +$14.3K | ﹤0.01% | 1417 |
|
|
2022
Q4 | $318K | Buy |
17,486
+4,389
| +34% | +$79.9K | ﹤0.01% | 1122 |
|
|
2022
Q3 | $215K | Sell |
13,097
-849
| -6% | -$13.9K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $285K | Buy |
13,946
+3,040
| +28% | +$62.1K | ﹤0.01% | 925 |
|
|
2022
Q1 | $230K | Sell |
10,906
-3,207
| -23% | -$67.6K | ﹤0.01% | 821 |
|
|
2021
Q4 | $299K | Buy |
14,113
+2,562
| +22% | +$54.3K | ﹤0.01% | 766 |
|
|
2021
Q3 | $204K | Hold |
11,551
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $173K | Hold |
11,551
| – | – | ﹤0.01% | 683 |
|
|
2021
Q1 | $157K | Buy |
11,551
+311
| +3% | +$4.23K | ﹤0.01% | 672 |
|
|
2020
Q4 | $163K | Sell |
11,240
-115
| -1% | -$1.67K | 0.01% | 612 |
|
|
2020
Q3 | $142K | Hold |
11,355
| – | – | 0.01% | 480 |
|
|
2020
Q2 | $144K | Hold |
11,355
| – | – | 0.01% | 433 |
|
|
2020
Q1 | $134K | Sell |
11,355
-1,977
| -15% | -$23.3K | 0.01% | 418 |
|
|
2019
Q4 | $213K | Buy |
13,332
+3,302
| +33% | +$52.8K | 0.01% | 492 |
|
|
2019
Q3 | $149K | Sell |
10,030
-2,043
| -17% | -$30.4K | 0.01% | 462 |
|
|
2019
Q2 | $176K | Sell |
12,073
-3,668
| -23% | -$53.5K | 0.01% | 459 |
|
|
2019
Q1 | $225K | Buy |
15,741
+150
| +1% | +$2.14K | 0.02% | 476 |
|
|
2018
Q4 | $222K | Sell |
15,591
-91
| -0.6% | -$1.3K | 0.01% | 462 |
|
|
2018
Q3 | $252K | Buy |
15,682
+3,767
| +32% | +$60.5K | 0.02% | 461 |
|
|
2018
Q2 | $199K | Sell |
11,915
-72,774
| -86% | -$1.22M | 0.01% | 514 |
|
|
2018
Q1 | $1.62M | Hold |
84,689
| – | – | 0.12% | 173 |
|
|
2017
Q4 | $1.45M | Buy |
84,689
+170
| +0.2% | +$2.92K | 0.1% | 192 |
|
|
2017
Q3 | $1.5M | Hold |
84,519
| – | – | 0.11% | 188 |
|
|
2017
Q2 | $1.35M | Hold |
84,519
| – | – | 0.11% | 146 |
|
|
2017
Q1 | $1.2M | Buy |
+84,519
| New | +$1.2M | 0.1% | 171 |
|