Creative Planning’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
134,470
+18,117
| +16% | +$325K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $1.65M | Sell |
116,353
-497
| -0.4% | -$7.07K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $1.67M | Buy |
116,850
+7,315
| +7% | +$105K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $1.79M | Sell |
109,535
-15,352
| -12% | -$251K | ﹤0.01% | 1128 |
|
|
2024
Q2 | $2.12M | Sell |
124,887
-22,962
| -16% | -$390K | ﹤0.01% | 954 |
|
|
2024
Q1 | $2.76M | Buy |
147,849
+4,583
| +3% | +$85.5K | ﹤0.01% | 835 |
|
|
2023
Q4 | $2.65M | Sell |
143,266
-7,860
| -5% | -$146K | ﹤0.01% | 791 |
|
|
2023
Q3 | $2.62M | Buy |
151,126
+11,484
| +8% | +$199K | ﹤0.01% | 741 |
|
|
2023
Q2 | $3.02M | Sell |
139,642
-7
| -0% | -$151 | ﹤0.01% | 666 |
|
|
2023
Q1 | $2.94M | Buy |
139,649
+2,967
| +2% | +$62.5K | ﹤0.01% | 645 |
|
|
2022
Q4 | $2.49M | Sell |
136,682
-2,106
| -2% | -$38.3K | ﹤0.01% | 676 |
|
|
2022
Q3 | $2.29M | Buy |
138,788
+1,937
| +1% | +$31.9K | ﹤0.01% | 659 |
|
|
2022
Q2 | $2.8M | Buy |
136,851
+79,248
| +138% | +$1.62M | ﹤0.01% | 603 |
|
|
2022
Q1 | $1.22M | Buy |
57,603
+20,201
| +54% | +$427K | ﹤0.01% | 899 |
|
|
2021
Q4 | $790K | Buy |
37,402
+172
| +0.5% | +$3.63K | ﹤0.01% | 1063 |
|
|
2021
Q3 | $658K | Sell |
37,230
-1,200
| -3% | -$21.2K | ﹤0.01% | 1150 |
|
|
2021
Q2 | $576K | Sell |
38,430
-18,872
| -33% | -$283K | ﹤0.01% | 1198 |
|
|
2021
Q1 | $778K | Buy |
57,302
+2,755
| +5% | +$37.4K | ﹤0.01% | 1164 |
|
|
2020
Q4 | $793K | Sell |
54,547
-4,489
| -8% | -$65.3K | ﹤0.01% | 1047 |
|
|
2020
Q3 | $737K | Buy |
59,036
+6,451
| +12% | +$80.5K | ﹤0.01% | 932 |
|
|
2020
Q2 | $667K | Sell |
52,585
-2,627
| -5% | -$33.3K | ﹤0.01% | 899 |
|
|
2020
Q1 | $650K | Buy |
55,212
+1,980
| +4% | +$23.3K | ﹤0.01% | 813 |
|
|
2019
Q4 | $852K | Sell |
53,232
-12,373
| -19% | -$198K | ﹤0.01% | 858 |
|
|
2019
Q3 | $975K | Buy |
65,605
+2,361
| +4% | +$35.1K | ﹤0.01% | 769 |
|
|
2019
Q2 | $921K | Sell |
63,244
-744
| -1% | -$10.8K | ﹤0.01% | 782 |
|
|
2019
Q1 | $914K | Hold |
63,988
| – | – | ﹤0.01% | 766 |
|
|
2018
Q4 | $912K | Sell |
63,988
-2,367
| -4% | -$33.7K | ﹤0.01% | 703 |
|
|
2018
Q3 | $1.07M | Sell |
66,355
-3,472
| -5% | -$55.8K | ﹤0.01% | 734 |
|
|
2018
Q2 | $1.16M | Sell |
69,827
-2,841
| -4% | -$47.3K | ﹤0.01% | 665 |
|
|
2018
Q1 | $1.39M | Buy |
72,668
+8,712
| +14% | +$166K | 0.01% | 570 |
|
|
2017
Q4 | $1.1M | Buy |
63,956
+3,301
| +5% | +$56.6K | ﹤0.01% | 677 |
|
|
2017
Q3 | $1.08M | Sell |
60,655
-1,086
| -2% | -$19.3K | 0.01% | 677 |
|
|
2017
Q2 | $983K | Sell |
61,741
-1,247
| -2% | -$19.9K | 0.01% | 699 |
|
|
2017
Q1 | $893K | Sell |
62,988
-1,900
| -3% | -$26.9K | ﹤0.01% | 719 |
|
|
2016
Q4 | $816K | Buy |
64,888
+299
| +0.5% | +$3.76K | 0.01% | 699 |
|
|
2016
Q3 | $739K | Buy |
64,589
+9,862
| +18% | +$113K | ﹤0.01% | 715 |
|
|
2016
Q2 | $671K | Buy |
54,727
+716
| +1% | +$8.78K | ﹤0.01% | 653 |
|
|
2016
Q1 | $839K | Sell |
54,011
-30,057
| -36% | -$467K | 0.01% | 552 |
|
|
2015
Q4 | $1.18M | Buy |
84,068
+1,040
| +1% | +$14.6K | 0.01% | 456 |
|
|
2015
Q3 | $1.37M | Sell |
83,028
-14,570
| -15% | -$241K | 0.01% | 389 |
|
|
2015
Q2 | $2.08M | Buy |
97,598
+7,358
| +8% | +$157K | 0.02% | 289 |
|
|
2015
Q1 | $1.85M | Sell |
90,240
-164
| -0.2% | -$3.36K | 0.02% | 298 |
|
|
2014
Q4 | $2.01M | Buy |
90,404
+2,591
| +3% | +$57.5K | 0.02% | 269 |
|
|
2014
Q3 | $2.21M | Buy |
87,813
+13,441
| +18% | +$339K | 0.03% | 225 |
|
|
2014
Q2 | $1.54M | Buy |
74,372
+7,261
| +11% | +$151K | 0.02% | 280 |
|
|
2014
Q1 | $1.33M | Buy |
67,111
+2,001
| +3% | +$39.8K | 0.02% | 290 |
|
|
2013
Q4 | $1.52M | Buy |
65,110
+15,046
| +30% | +$352K | 0.03% | 220 |
|
|
2013
Q3 | $992K | Buy |
50,064
+3,933
| +9% | +$77.9K | 0.02% | 264 |
|
|
2013
Q2 | $1M | Buy |
+46,131
| New | +$1M | 0.02% | 235 |
|