Creative Planning’s America Movil AMX Stock Holding History

Creative Planning’s Portfolio AMX Stock Details AMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.03M	Buy	158,155 +31,988	+25%	+$730K	﹤0.01%	1351
2025 Q4	$2.61M	Buy	126,167 +19,670	+18%	+$433K	﹤0.01%	1496
2025 Q3	$2.24M	Sell	106,497 -27,973	-21%	-$533K	﹤0.01%	1456
2025 Q2	$2.41M	Buy	134,470 +18,117	+16%	+$301K	﹤0.01%	1188
2025 Q1	$1.65M	Sell	116,353 -497	-0.4%	-$7.12K	﹤0.01%	1329
2024 Q4	$1.67M	Buy	116,850 +7,315	+7%	+$113K	﹤0.01%	1251
2024 Q3	$1.79M	Sell	109,535 -15,352	-12%	-$260K	﹤0.01%	1128
2024 Q2	$2.12M	Sell	124,887 -22,962	-16%	-$423K	﹤0.01%	956
2024 Q1	$2.76M	Buy	147,849 +4,583	+3%	+$84.4K	﹤0.01%	836
2023 Q4	$2.65M	Sell	143,266 -7,860	-5%	-$138K	﹤0.01%	793
2023 Q3	$2.62M	Buy	151,126 +11,484	+8%	+$225K	﹤0.01%	742
2023 Q2	$3.02M	Sell	139,642 -7	-0%	-$152	﹤0.01%	667
2023 Q1	$2.94M	Buy	139,649 +2,967	+2%	+$60.8K	﹤0.01%	648
2022 Q4	$2.49M	Sell	136,682 -2,106	-2%	-$38.9K	﹤0.01%	678
2022 Q3	$2.29M	Buy	138,788 +1,937	+1%	+$35.5K	﹤0.01%	661
2022 Q2	$2.8M	Buy	136,851 +79,248	+138%	+$1.63M	﹤0.01%	604
2022 Q1	$1.22M	Buy	57,603 +20,201	+54%	+$390K	﹤0.01%	900
2021 Q4	$790K	Buy	37,402 +172	+0.5%	+$3.16K	﹤0.01%	1063
2021 Q3	$658K	Sell	37,230 -1,200	-3%	-$20.7K	﹤0.01%	1150
2021 Q2	$576K	Sell	38,430 -18,872	-33%	-$281K	﹤0.01%	1199
2021 Q1	$778K	Buy	57,302 +2,755	+5%	+$37.9K	﹤0.01%	1182
2020 Q4	$793K	Sell	54,547 -4,489	-8%	-$60.9K	﹤0.01%	1061
2020 Q3	$737K	Buy	59,036 +6,451	+12%	+$81.8K	﹤0.01%	942
2020 Q2	$667K	Sell	52,585 -2,627	-5%	-$32.8K	﹤0.01%	909
2020 Q1	$650K	Buy	55,212 +1,980	+4%	+$30.9K	﹤0.01%	820
2019 Q4	$852K	Sell	53,232 -12,373	-19%	-$194K	﹤0.01%	863
2019 Q3	$975K	Buy	65,605 +2,361	+4%	+$33.9K	﹤0.01%	772
2019 Q2	$921K	Sell	63,244 -744	-1%	-$11K	﹤0.01%	786
2019 Q1	$914K	Hold	63,988	–	–	﹤0.01%	769
2018 Q4	$912K	Sell	63,988 -2,367	-4%	-$34K	﹤0.01%	708
2018 Q3	$1.07M	Sell	66,355 -3,472	-5%	-$58.6K	﹤0.01%	738
2018 Q2	$1.16M	Sell	69,827 -2,841	-4%	-$49.2K	﹤0.01%	671
2018 Q1	$1.39M	Buy	72,668 +8,712	+14%	+$161K	0.01%	575
2017 Q4	$1.1M	Buy	63,956 +3,301	+5%	+$57.6K	﹤0.01%	684
2017 Q3	$1.08M	Sell	60,655 -1,086	-2%	-$19.5K	0.01%	680
2017 Q2	$983K	Sell	61,741 -1,247	-2%	-$19.3K	0.01%	704
2017 Q1	$893K	Sell	62,988 -1,900	-3%	-$24.8K	﹤0.01%	722
2016 Q4	$816K	Buy	64,888 +299	+0.5%	+$3.62K	0.01%	700
2016 Q3	$739K	Buy	64,589 +9,862	+18%	+$118K	﹤0.01%	718
2016 Q2	$671K	Buy	54,727 +716	+1%	+$9.59K	﹤0.01%	653
2016 Q1	$839K	Sell	54,011 -30,057	-36%	-$415K	0.01%	552
2015 Q4	$1.18M	Buy	84,068 +1,040	+1%	+$17K	0.01%	457
2015 Q3	$1.37M	Sell	83,028 -14,570	-15%	-$273K	0.01%	390
2015 Q2	$2.08M	Buy	97,598 +7,358	+8%	+$155K	0.02%	289
2015 Q1	$1.85M	Sell	90,240 -164	-0.2%	-$3.51K	0.02%	299
2014 Q4	$2M	Buy	90,404 +2,591	+3%	+$60.3K	0.02%	270
2014 Q3	$2.21M	Buy	87,813 +13,441	+18%	+$323K	0.03%	225
2014 Q2	$1.54M	Buy	74,372 +7,261	+11%	+$145K	0.02%	280
2014 Q1	$1.33M	Buy	67,111 +2,001	+3%	+$41.4K	0.02%	290
2013 Q4	$1.52M	Buy	65,110 +15,046	+30%	+$328K	0.03%	220
2013 Q3	$992K	Buy	50,064 +3,933	+9%	+$80.9K	0.02%	264
2013 Q2	$1M	Buy	+46,131	New	+$944K	0.02%	235