Confluence Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
2,714
-156
-5% -$16.1K ﹤0.01% 261
2025
Q1
$280K Sell
2,870
-182
-6% -$17.8K ﹤0.01% 269
2024
Q4
$261K Hold
3,052
﹤0.01% 276
2024
Q3
$301K Buy
3,052
+13
+0.4% +$1.28K ﹤0.01% 274
2024
Q2
$327K Sell
3,039
-38
-1% -$4.09K ﹤0.01% 266
2024
Q1
$401K Sell
3,077
-91
-3% -$11.9K 0.01% 259
2023
Q4
$413K Hold
3,168
0.01% 257
2023
Q3
$346K Sell
3,168
-273
-8% -$29.8K 0.01% 254
2023
Q2
$381K Hold
3,441
0.01% 252
2023
Q1
$328K Buy
3,441
+315
+10% +$30K ﹤0.01% 259
2022
Q4
$244K Sell
3,126
-361
-10% -$28.2K ﹤0.01% 287
2022
Q3
$219K Hold
3,487
﹤0.01% 287
2022
Q2
$235K Buy
3,487
+582
+20% +$39.2K ﹤0.01% 292
2022
Q1
$241K Sell
2,905
-47
-2% -$3.9K ﹤0.01% 295
2021
Q4
$229K Sell
2,952
-402
-12% -$31.2K ﹤0.01% 298
2021
Q3
$291K Buy
3,354
+30
+0.9% +$2.6K ﹤0.01% 269
2021
Q2
$281K Sell
3,324
-111
-3% -$9.38K ﹤0.01% 276
2021
Q1
$259K Buy
3,435
+166
+5% +$12.5K ﹤0.01% 281
2020
Q4
$248K Buy
+3,269
New +$248K ﹤0.01% 279
2020
Q3
Sell
-3,412
Closed -$212K 295
2020
Q2
$212K Buy
+3,412
New +$212K ﹤0.01% 281
2020
Q1
Sell
-3,120
Closed -$302K 298
2019
Q4
$302K Buy
3,120
+143
+5% +$13.8K ﹤0.01% 257
2019
Q3
$273K Sell
2,977
-143
-5% -$13.1K ﹤0.01% 261
2019
Q2
$302K Buy
3,120
+2
+0.1% +$194 ﹤0.01% 257
2019
Q1
$288K Buy
3,118
+37
+1% +$3.42K ﹤0.01% 259
2018
Q4
$265K Buy
+3,081
New +$265K 0.01% 280