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 |
|