Clifford Swan Investment Counsel’s America Movil AMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,608
Closed -$252K 309
2023
Q4
$252K Hold
13,608
0.01% 276
2023
Q3
$236K Hold
13,608
0.01% 278
2023
Q2
$294K Hold
13,608
0.01% 261
2023
Q1
$286K Hold
13,608
0.01% 257
2022
Q4
$248K Hold
13,608
0.01% 278
2022
Q3
$224K Sell
13,608
-16
-0.1% -$263 0.01% 292
2022
Q2
$278K Buy
13,624
+16
+0.1% +$326 0.01% 273
2022
Q1
$288K Hold
13,608
0.01% 285
2021
Q4
$287K Hold
13,608
0.01% 290
2021
Q3
$240K Hold
13,608
0.01% 311
2021
Q2
$229K Hold
13,608
0.01% 307
2021
Q1
$185K Hold
13,608
0.01% 319
2020
Q4
$198K Sell
13,608
-1,402
-9% -$20.4K 0.01% 311
2020
Q3
$187K Hold
15,010
0.01% 303
2020
Q2
$190K Hold
15,010
0.01% 293
2020
Q1
$177K Hold
15,010
0.01% 281
2019
Q4
$240K Hold
15,010
0.01% 290
2019
Q3
$223K Hold
15,010
0.01% 285
2019
Q2
$219K Hold
15,010
0.01% 296
2019
Q1
$214K Hold
15,010
0.01% 290
2018
Q4
$214K Hold
15,010
0.01% 282
2018
Q3
$241K Sell
15,010
-890
-6% -$14.3K 0.01% 286
2018
Q2
$265K Sell
15,900
-310
-2% -$5.17K 0.01% 268
2018
Q1
$309K Hold
16,210
0.02% 252
2017
Q4
$278K Hold
16,210
0.02% 261
2017
Q3
$288K Hold
16,210
0.02% 258
2017
Q2
$258K Hold
16,210
0.02% 270
2017
Q1
$230K Hold
16,210
0.01% 270
2016
Q4
$204K Hold
16,210
0.01% 264
2016
Q3
$185K Hold
16,210
0.01% 271
2016
Q2
$199K Sell
16,210
-300
-2% -$3.68K 0.01% 251
2016
Q1
$256K Hold
16,510
0.02% 235
2015
Q4
$232K Hold
16,510
0.02% 244
2015
Q3
$273K Hold
16,510
0.02% 227
2015
Q2
$352K Hold
16,510
0.02% 210
2015
Q1
$338K Hold
16,510
0.02% 211
2014
Q4
$366K Hold
16,510
0.02% 201
2014
Q3
$416K Hold
16,510
0.03% 193
2014
Q2
$343K Hold
16,510
0.02% 205
2014
Q1
$328K Hold
16,510
0.02% 206
2013
Q4
$386K Hold
16,510
0.03% 183
2013
Q3
$327K Sell
16,510
-2,000
-11% -$39.6K 0.03% 187
2013
Q2
$403K Buy
+18,510
New +$403K 0.03% 172