Cumberland Partners’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 | $1.54M | Sell |
15,000
-2,500
| -14% | -$257K | 0.11% | 112 |
|
2025
Q1 | $1.71M | Sell |
17,500
-2,500
| -13% | -$244K | 0.13% | 108 |
|
2024
Q4 | $1.71M | Sell |
20,000
-1,000
| -5% | -$85.5K | 0.12% | 111 |
|
2024
Q3 | $2.07M | Buy |
21,000
+2,000
| +11% | +$197K | 0.14% | 95 |
|
2024
Q2 | $2.05M | Buy |
19,000
+2,500
| +15% | +$269K | 0.15% | 92 |
|
2024
Q1 | $2.15M | Buy |
16,500
+3,500
| +27% | +$456K | 0.16% | 90 |
|
2023
Q4 | $1.69M | Sell |
13,000
-2,000
| -13% | -$261K | 0.16% | 98 |
|
2023
Q3 | $1.64M | Sell |
15,000
-3,000
| -17% | -$327K | 0.16% | 99 |
|
2023
Q2 | $2M | Sell |
18,000
-1,000
| -5% | -$111K | 0.18% | 92 |
|
2023
Q1 | $1.81M | Buy |
19,000
+5,000
| +36% | +$476K | 0.18% | 89 |
|
2022
Q4 | $1.09M | Buy |
+14,000
| New | +$1.09M | 0.12% | 101 |
|
2020
Q4 | – | Sell |
-11,250
| Closed | -$632K | – | 170 |
|
2020
Q3 | $632K | Sell |
11,250
-6,250
| -36% | -$351K | 0.07% | 119 |
|
2020
Q2 | $1.09M | Sell |
17,500
-1,000
| -5% | -$62K | 0.11% | 103 |
|
2020
Q1 | $1.12M | Buy |
18,500
+3,525
| +24% | +$213K | 0.13% | 92 |
|
2019
Q4 | $1.42M | Buy |
14,975
+3,975
| +36% | +$376K | 0.13% | 98 |
|
2019
Q3 | $1.01M | Buy |
11,000
+4,000
| +57% | +$366K | 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% | -$452K | 0.08% | 118 |
|
2018
Q4 | $1.12M | Buy |
13,000
+3,000
| +30% | +$258K | 0.13% | 94 |
|
2018
Q3 | $990K | Hold |
10,000
| – | – | 0.09% | 112 |
|
2018
Q2 | $878K | Buy |
+10,000
| New | +$878K | 0.09% | 111 |
|