Glassman Wealth Services’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,887
| Closed | -$72K | – | 292 |
|
|
2023
Q4 | $72K | Buy |
3,887
+170
| +5% | +$2.99K | 0.01% | 364 |
|
|
2023
Q3 | $64.4K | Buy |
3,717
+66
| +2% | +$1.29K | 0.01% | 362 |
|
|
2023
Q2 | $79K | Buy |
3,651
+29
| +0.8% | +$630 | 0.01% | 310 |
|
|
2023
Q1 | $76.2K | Sell |
3,622
-40
| -1% | -$820 | 0.01% | 308 |
|
|
2022
Q4 | $66.6K | Sell |
3,662
-115
| -3% | -$2.12K | 0.01% | 352 |
|
|
2022
Q3 | $62K | Buy |
3,777
+35
| +0.9% | +$641 | 0.01% | 339 |
|
|
2022
Q2 | $76K | Hold |
3,742
| – | – | 0.02% | 307 |
|
|
2022
Q1 | $79K | Hold |
3,742
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $79K | Buy |
3,742
+120
| +3% | +$2.21K | 0.01% | 283 |
|
|
2021
Q3 | $64K | Hold |
3,622
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $54K | Hold |
3,622
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $49K | Hold |
3,622
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $53K | Hold |
3,622
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $45K | Hold |
3,622
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $46K | Hold |
3,622
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $43K | Hold |
3,622
| – | – | 0.02% | 246 |
|
|
2019
Q4 | $58K | Hold |
3,622
| – | – | 0.02% | 238 |
|
|
2019
Q3 | $54K | Hold |
3,622
| – | – | 0.02% | 223 |
|
|
2019
Q2 | $53K | Sell |
3,622
-3,650
| -50% | -$54K | 0.02% | 230 |
|
|
2019
Q1 | $104K | Buy |
7,272
+6,072
| +506% | +$91.6K | 0.05% | 159 |
|
|
2018
Q4 | $17K | Hold |
1,200
| – | – | 0.01% | 312 |
|
|
2018
Q3 | $19K | Hold |
1,200
| – | – | 0.01% | 331 |
|
|
2018
Q2 | $20K | Hold |
1,200
| – | – | 0.01% | 295 |
|
|
2018
Q1 | $23K | Hold |
1,200
| – | – | 0.01% | 265 |
|
|
2017
Q4 | $21K | Hold |
1,200
| – | – | 0.01% | 243 |
|
|
2017
Q3 | $21K | Hold |
1,200
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $19K | Buy |
+1,200
| New | +$18.6K | 0.01% | 238 |
|
Other funds holding AMX
WGI
NC
CII
