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 |
|