EverSource Wealth Advisors’s America Movil AMX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.7K Buy
2,103
+1,235
+142% +$22.2K ﹤0.01% 1801
2025
Q1
$12.3K Buy
868
+55
+7% +$782 ﹤0.01% 1984
2024
Q4
$11.6K Sell
813
-39
-5% -$558 ﹤0.01% 1910
2024
Q3
$13.9K Sell
852
-323
-27% -$5.28K ﹤0.01% 1677
2024
Q2
$19.6K Buy
1,175
+111
+10% +$1.86K ﹤0.01% 1517
2024
Q1
$20.3K Buy
1,064
+103
+11% +$1.96K ﹤0.01% 1357
2023
Q4
$17.8K Buy
961
+203
+27% +$3.76K ﹤0.01% 1287
2023
Q3
$13.1K Sell
758
-28
-4% -$485 ﹤0.01% 1307
2023
Q2
$17K Buy
786
+30
+4% +$649 ﹤0.01% 1219
2023
Q1
$15.9K Sell
756
-471
-38% -$9.92K ﹤0.01% 1169
2022
Q4
$22.3K Sell
1,227
-79
-6% -$1.44K ﹤0.01% 1032
2022
Q3
$22K Buy
1,306
+223
+21% +$3.76K 0.01% 865
2022
Q2
$23K Sell
1,083
-126
-10% -$2.68K 0.01% 790
2022
Q1
$26K Buy
1,209
+251
+26% +$5.4K 0.01% 610
2021
Q4
$20K Buy
+958
New +$20K 0.01% 674