EverSource Wealth Advisors’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
2026 Q1	$208K	Buy	1,875 +545	+41%	+$58.6K	0.01%	1031
2025 Q4	$134K	Buy	1,330 +96	+8%	+$9.33K	0.01%	1161
2025 Q3	$122K	Buy	1,234 +78	+7%	+$7.25K	﹤0.01%	1179
2025 Q2	$119K	Buy	1,156 +438	+61%	+$45.2K	0.01%	1104
2025 Q1	$70.1K	Buy	718 +46	+7%	+$4.16K	﹤0.01%	1068
2024 Q4	$57.5K	Sell	672 -56	-8%	-$5.2K	﹤0.01%	1128
2024 Q3	$71.9K	Sell	728 -496	-41%	-$53.5K	﹤0.01%	913
2024 Q2	$135K	Sell	1,224 -55	-4%	-$6.43K	0.01%	693
2024 Q1	$151K	Buy	1,279 +105	+9%	+$13.7K	0.01%	578
2023 Q4	$153K	Buy	1,174 +72	+7%	+$8.57K	0.01%	505
2023 Q3	$120K	Sell	1,102 -5	-0.5%	-$555	0.01%	507
2023 Q2	$123K	Buy	1,107 +44	+4%	+$4.42K	0.01%	511
2023 Q1	$101K	Sell	1,063 -22	-2%	-$1.93K	0.01%	545
2022 Q4	$84.8K	Buy	1,085 +67	+7%	+$4.93K	0.01%	565
2022 Q3	$63K	Buy	1,018 +962	+1,718%	+$60.6K	0.01%	573
2022 Q2	$4K	Sell	56 -118	-68%	-$8.73K	﹤0.01%	1319
2022 Q1	$14K	Buy	174 +7	+4%	+$552	﹤0.01%	839
2021 Q4	$13K	Buy	+167	New	+$13.1K	﹤0.01%	845