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