Geneos Wealth Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Buy |
+3,005
| New | +$53.9K | ﹤0.01% | 1530 |
|
|
2022
Q3 | – | Sell |
-318
| Closed | -$6K | – | 2020 |
|
|
2022
Q2 | $6K | Sell |
318
-105
| -25% | -$1.98K | ﹤0.01% | 2113 |
|
|
2022
Q1 | $8K | Sell |
423
-4,833
| -92% | -$91.4K | ﹤0.01% | 2154 |
|
|
2021
Q4 | $110K | Buy |
5,256
+24
| +0.5% | +$502 | ﹤0.01% | 1124 |
|
|
2021
Q3 | $92K | Buy |
5,232
+27
| +0.5% | +$475 | ﹤0.01% | 1209 |
|
|
2021
Q2 | $77K | Sell |
5,205
-1,104
| -17% | -$16.3K | ﹤0.01% | 1270 |
|
|
2021
Q1 | $87K | Hold |
6,309
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q4 | $77K | Sell |
6,309
-565
| -8% | -$6.9K | ﹤0.01% | 1250 |
|
|
2020
Q3 | $83K | Buy |
6,874
+28
| +0.4% | +$338 | ﹤0.01% | 1025 |
|
|
2020
Q2 | $86K | Sell |
6,846
-2,196
| -24% | -$27.6K | ﹤0.01% | 982 |
|
|
2020
Q1 | $110K | Hold |
9,042
| – | – | 0.01% | 804 |
|
|
2019
Q4 | $147K | Buy |
9,042
+24
| +0.3% | +$390 | 0.01% | 807 |
|
|
2019
Q3 | $132K | Buy |
9,018
+27
| +0.3% | +$395 | 0.01% | 799 |
|
|
2019
Q2 | $130K | Hold |
8,991
| – | – | 0.01% | 816 |
|
|
2019
Q1 | $128K | Hold |
8,991
| – | – | 0.01% | 775 |
|
|
2018
Q4 | $127K | Buy |
8,991
+4
| +0% | +$57 | 0.01% | 754 |
|
|
2018
Q3 | $144K | Buy |
8,987
+2
| +0% | +$32 | 0.01% | 758 |
|
|
2018
Q2 | $149K | Hold |
8,985
| – | – | 0.01% | 652 |
|
|
2018
Q1 | $171K | Sell |
8,985
-2,244
| -20% | -$42.7K | 0.01% | 578 |
|
|
2017
Q4 | $192K | Buy |
11,229
+3
| +0% | +$51 | 0.02% | 546 |
|
|
2017
Q3 | $199K | Buy |
11,226
+2
| +0% | +$35 | 0.02% | 511 |
|
|
2017
Q2 | $178K | Sell |
11,224
-340
| -3% | -$5.39K | 0.02% | 526 |
|
|
2017
Q1 | $163K | Buy |
11,564
+1,800
| +18% | +$25.4K | 0.02% | 529 |
|
|
2016
Q4 | $122K | Buy |
9,764
+6
| +0.1% | +$75 | 0.02% | 562 |
|
|
2016
Q3 | $111K | Buy |
9,758
+7
| +0.1% | +$80 | 0.01% | 574 |
|
|
2016
Q2 | $121K | Hold |
9,751
| – | – | 0.02% | 546 |
|
|
2016
Q1 | $152K | Buy |
+9,751
| New | +$152K | 0.02% | 486 |
|