Creative Planning’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
17,229
-2,123
| -11% | -$219K | ﹤0.01% | 1410 |
|
|
2025
Q1 | $1.89M | Sell |
19,352
-1,511
| -7% | -$147K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $1.78M | Buy |
20,863
+1,900
| +10% | +$162K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $1.87M | Sell |
18,963
-1,783
| -9% | -$176K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $2.23M | Sell |
20,746
-5,695
| -22% | -$613K | ﹤0.01% | 937 |
|
|
2024
Q1 | $3.44M | Buy |
26,441
+8,186
| +45% | +$1.07M | ﹤0.01% | 745 |
|
|
2023
Q4 | $2.38M | Buy |
18,255
+2,159
| +13% | +$281K | ﹤0.01% | 846 |
|
|
2023
Q3 | $1.76M | Buy |
16,096
+377
| +2% | +$41.2K | ﹤0.01% | 907 |
|
|
2023
Q2 | $1.74M | Buy |
15,719
+582
| +4% | +$64.5K | ﹤0.01% | 882 |
|
|
2023
Q1 | $1.44M | Buy |
15,137
+1,642
| +12% | +$156K | ﹤0.01% | 906 |
|
|
2022
Q4 | $1.05M | Buy |
13,495
+1,618
| +14% | +$126K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $745K | Buy |
+11,877
| New | +$745K | ﹤0.01% | 1096 |
|
|
2022
Q2 | – | Sell |
-196
| Closed | -$16K | – | 2276 |
|
|
2022
Q1 | $16K | Buy |
+196
| New | +$16K | ﹤0.01% | 2132 |
|
|
2017
Q3 | – | Sell |
-17
| Closed | -$2K | – | 2460 |
|
|
2017
Q2 | $2K | Sell |
17
-2,517
| -99% | -$296K | ﹤0.01% | 4205 |
|
|
2017
Q1 | $224K | Buy |
2,534
+2,200
| +659% | +$194K | ﹤0.01% | 1408 |
|
|
2016
Q4 | $25K | Sell |
334
-14
| -4% | -$1.05K | ﹤0.01% | 2884 |
|
|
2016
Q3 | $32K | Sell |
348
-269
| -44% | -$24.7K | ﹤0.01% | 2664 |
|
|
2016
Q2 | $57K | Sell |
617
-25
| -4% | -$2.31K | ﹤0.01% | 2035 |
|
|
2016
Q1 | $62K | Buy |
642
+25
| +4% | +$2.41K | ﹤0.01% | 1928 |
|
|
2015
Q4 | $57K | Hold |
617
| – | – | ﹤0.01% | 1992 |
|
|
2015
Q3 | $55K | Buy |
+617
| New | +$55K | ﹤0.01% | 1965 |
|
|
2015
Q2 | – | Sell |
-617
| Closed | -$58K | – | 1679 |
|
|
2015
Q1 | $58K | Hold |
617
| – | – | ﹤0.01% | 1910 |
|
|
2014
Q4 | $54K | Hold |
617
| – | – | ﹤0.01% | 1947 |
|
|
2014
Q3 | $57K | Hold |
617
| – | – | ﹤0.01% | 1818 |
|
|
2014
Q2 | $58K | Sell |
617
-55
| -8% | -$5.17K | ﹤0.01% | 1762 |
|
|
2014
Q1 | $63K | Sell |
672
-120
| -15% | -$11.3K | ﹤0.01% | 1653 |
|
|
2013
Q4 | $78K | Sell |
792
-24
| -3% | -$2.36K | ﹤0.01% | 1336 |
|
|
2013
Q3 | $79K | Sell |
816
-23
| -3% | -$2.23K | ﹤0.01% | 1260 |
|
|
2013
Q2 | $87K | Buy |
+839
| New | +$87K | ﹤0.01% | 1059 |
|