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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$381K	Buy	2,979 +252	+9%	+$30.4K	0.01%	254
2026 Q1	$303K	Buy	2,727 +91	+3%	+$9.79K	﹤0.01%	256
2025 Q4	$266K	Hold	2,636	–	–	﹤0.01%	271
2025 Q3	$260K	Sell	2,636 -78	-3%	-$7.25K	﹤0.01%	267
2025 Q2	$280K	Sell	2,714 -156	-5%	-$16.1K	﹤0.01%	261
2025 Q1	$280K	Sell	2,870 -182	-6%	-$16.5K	﹤0.01%	269
2024 Q4	$261K	Hold	3,052	–	–	﹤0.01%	276
2024 Q3	$301K	Buy	3,052 +13	+0.4%	+$1.4K	﹤0.01%	274
2024 Q2	$327K	Sell	3,039 -38	-1%	-$4.44K	﹤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%	-$30.3K	0.01%	254
2023 Q2	$381K	Hold	3,441	–	–	0.01%	252
2023 Q1	$328K	Buy	3,441 +315	+10%	+$27.6K	﹤0.01%	259
2022 Q4	$244K	Sell	3,126 -361	-10%	-$26.6K	﹤0.01%	287
2022 Q3	$219K	Hold	3,487	–	–	﹤0.01%	287
2022 Q2	$235K	Buy	3,487 +582	+20%	+$43K	﹤0.01%	292
2022 Q1	$241K	Sell	2,905 -47	-2%	-$3.7K	﹤0.01%	295
2021 Q4	$229K	Sell	2,952 -402	-12%	-$31.5K	﹤0.01%	298
2021 Q3	$291K	Buy	3,354 +30	+0.9%	+$2.58K	﹤0.01%	269
2021 Q2	$281K	Sell	3,324 -111	-3%	-$9.09K	﹤0.01%	276
2021 Q1	$259K	Buy	3,435 +166	+5%	+$12.1K	﹤0.01%	281
2020 Q4	$248K	Buy	+3,269	New	+$219K	﹤0.01%	279
2020 Q3	–	Sell	-3,412	Closed	-$212K	–	295
2020 Q2	$212K	Buy	+3,412	New	+$217K	﹤0.01%	281
2020 Q1	–	Sell	-3,120	Closed	-$302K	–	298
2019 Q4	$302K	Buy	3,120 +143	+5%	+$13.1K	﹤0.01%	257
2019 Q3	$273K	Sell	2,977 -143	-5%	-$13.2K	﹤0.01%	261
2019 Q2	$302K	Buy	3,120 +2	+0.1%	+$194	﹤0.01%	257
2019 Q1	$288K	Buy	3,118 +37	+1%	+$3.38K	﹤0.01%	259
2018 Q4	$265K	Buy	+3,081	New	+$274K	0.01%	280

Other funds holding FMX