EFS

Essex Financial Services’s America Movil AMX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$942K	Buy	+52,494	New	+$942K	0.06%	268
2025 Q1	–	Sell	-52,494	Closed	-$751K	–	634
2024 Q4	$751K	Buy	+52,494	New	+$751K	0.05%	296
2024 Q3	–	Sell	-52,424	Closed	-$886K	–	625
2024 Q2	$886K	Buy	+52,424	New	+$886K	0.07%	263
2021 Q1	–	Sell	-48,000	Closed	-$698K	–	351
2020 Q4	$698K	Hold	48,000	–	–	0.14%	150
2020 Q3	$600K	Hold	48,000	–	–	0.15%	135
2020 Q2	$609K	Hold	48,000	–	–	0.19%	114
2020 Q1	$565K	Hold	48,000	–	–	0.2%	114
2019 Q4	$768K	Hold	48,000	–	–	0.21%	111
2019 Q3	$713K	Hold	48,000	–	–	0.23%	102
2019 Q2	$699K	Hold	48,000	–	–	0.21%	102
2019 Q1	$685K	Hold	48,000	–	–	0.21%	103
2018 Q4	$684K	Hold	48,000	–	–	0.21%	101
2018 Q3	$771K	Hold	48,000	–	–	0.17%	117
2018 Q2	$800K	Hold	48,000	–	–	0.19%	109
2018 Q1	$916K	Hold	48,000	–	–	0.18%	121
2017 Q4	$823K	Hold	48,000	–	–	0.2%	104
2017 Q3	$852K	Hold	48,000	–	–	0.21%	98
2017 Q2	$764K	Sell	48,000 -2,208	-4%	-$35.1K	0.16%	138
2017 Q1	$711K	Hold	50,208	–	–	0.16%	137
2016 Q4	$631K	Hold	50,208	–	–	0.14%	153
2016 Q3	$574K	Hold	50,208	–	–	0.14%	146
2016 Q2	$616K	Hold	50,208	–	–	0.15%	145
2016 Q1	$780K	Hold	50,208	–	–	0.19%	118
2015 Q4	$706K	Hold	50,208	–	–	0.17%	137
2015 Q3	$831K	Hold	50,208	–	–	0.22%	112
2015 Q2	$1.07M	Hold	50,208	–	–	0.28%	94
2015 Q1	$1.03M	Hold	50,208	–	–	0.26%	100
2014 Q4	$1.11M	Hold	50,208	–	–	0.29%	89
2014 Q3	$1.27M	Hold	50,208	–	–	0.38%	66
2014 Q2	$1.04M	Sell	50,208 -776	-2%	-$16.1K	0.31%	80
2014 Q1	$1.01M	Hold	50,984	–	–	0.33%	76
2013 Q4	$1.19M	Sell	50,984 -1,800	-3%	-$42K	0.4%	62
2013 Q3	$1.05K	Buy	52,784 +310	+0.6%	+$6	0.33%	63
2013 Q2	$1.14M	Buy	+52,474	New	+$1.14M	0.4%	57