Cumberland Partners’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
2025 Q3	–	Sell	-15,000	Closed	-$1.54M	–	175
2025 Q2	$1.54M	Sell	15,000 -2,500	-14%	-$258K	0.11%	112
2025 Q1	$1.71M	Sell	17,500 -2,500	-13%	-$226K	0.13%	108
2024 Q4	$1.71M	Sell	20,000 -1,000	-5%	-$92.8K	0.12%	111
2024 Q3	$2.07M	Buy	21,000 +2,000	+11%	+$216K	0.14%	95
2024 Q2	$2.05M	Buy	19,000 +2,500	+15%	+$292K	0.15%	92
2024 Q1	$2.15M	Buy	16,500 +3,500	+27%	+$457K	0.16%	90
2023 Q4	$1.69M	Sell	13,000 -2,000	-13%	-$238K	0.16%	98
2023 Q3	$1.64M	Sell	15,000 -3,000	-17%	-$333K	0.16%	99
2023 Q2	$2M	Sell	18,000 -1,000	-5%	-$101K	0.18%	92
2023 Q1	$1.81M	Buy	19,000 +5,000	+36%	+$437K	0.18%	89
2022 Q4	$1.09M	Buy	+14,000	New	+$1.03M	0.12%	101
2020 Q4	–	Sell	-11,250	Closed	-$632K	–	170
2020 Q3	$632K	Sell	11,250 -6,250	-36%	-$365K	0.07%	119
2020 Q2	$1.08M	Sell	17,500 -1,000	-5%	-$63.7K	0.11%	103
2020 Q1	$1.12M	Buy	18,500 +3,525	+24%	+$298K	0.13%	92
2019 Q4	$1.42M	Buy	14,975 +3,975	+36%	+$365K	0.13%	98
2019 Q3	$1.01M	Buy	11,000 +4,000	+57%	+$369K	0.1%	103
2019 Q2	$677K	Sell	7,000 -1,100	-14%	-$106K	0.07%	121
2019 Q1	$747K	Sell	8,100 -4,900	-38%	-$447K	0.08%	118
2018 Q4	$1.12M	Buy	13,000 +3,000	+30%	+$266K	0.13%	94
2018 Q3	$990K	Hold	10,000	–	–	0.09%	112
2018 Q2	$878K	Buy	+10,000	New	+$883K	0.09%	111

Other funds holding FMX