Gofen & Glossberg’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $837K | Buy |
45,974
+6,728
| +17% | +$124K | 0.02% | 266 |
|
|
2022
Q3 | $646K | Hold |
39,246
| – | – | 0.02% | 276 |
|
|
2022
Q2 | $802K | Hold |
39,246
| – | – | 0.02% | 255 |
|
|
2022
Q1 | $830K | Hold |
39,246
| – | – | 0.02% | 257 |
|
|
2021
Q4 | $828K | Hold |
39,246
| – | – | 0.02% | 265 |
|
|
2021
Q3 | $693K | Sell |
39,246
-20,200
| -34% | -$348K | 0.02% | 292 |
|
|
2021
Q2 | $892K | Sell |
59,446
-17,000
| -22% | -$253K | 0.02% | 250 |
|
|
2021
Q1 | $1.04M | Hold |
76,446
| – | – | 0.03% | 233 |
|
|
2020
Q4 | $1.11M | Hold |
76,446
| – | – | 0.03% | 222 |
|
|
2020
Q3 | $955K | Sell |
76,446
-9,600
| -11% | -$122K | 0.03% | 223 |
|
|
2020
Q2 | $1.09M | Sell |
86,046
-1,600
| -2% | -$20K | 0.04% | 197 |
|
|
2020
Q1 | $1.03M | Sell |
87,646
-2,200
| -2% | -$34.3K | 0.04% | 191 |
|
|
2019
Q4 | $1.44M | Sell |
89,846
-1,800
| -2% | -$28.2K | 0.05% | 185 |
|
|
2019
Q3 | $1.36M | Hold |
91,646
| – | – | 0.05% | 189 |
|
|
2019
Q2 | $1.33M | Sell |
91,646
-6,600
| -7% | -$97.6K | 0.05% | 189 |
|
|
2019
Q1 | $1.4M | Hold |
98,246
| – | – | 0.05% | 180 |
|
|
2018
Q4 | $1.4M | Sell |
98,246
-5,500
| -5% | -$79K | 0.06% | 173 |
|
|
2018
Q3 | $1.67M | Hold |
103,746
| – | – | 0.06% | 180 |
|
|
2018
Q2 | $1.73M | Sell |
103,746
-6,000
| -5% | -$104K | 0.06% | 174 |
|
|
2018
Q1 | $2.1M | Hold |
109,746
| – | – | 0.08% | 163 |
|
|
2017
Q4 | $1.88M | Hold |
109,746
| – | – | 0.07% | 178 |
|
|
2017
Q3 | $1.95M | Hold |
109,746
| – | – | 0.07% | 170 |
|
|
2017
Q2 | $1.75M | Hold |
109,746
| – | – | 0.07% | 180 |
|
|
2017
Q1 | $1.55M | Hold |
109,746
| – | – | 0.06% | 186 |
|
|
2016
Q4 | $1.38M | Sell |
109,746
-7,246
| -6% | -$87.8K | 0.06% | 184 |
|
|
2016
Q3 | $1.34M | Sell |
116,992
-400
| -0.3% | -$4.77K | 0.06% | 186 |
|
|
2016
Q2 | $1.44M | Sell |
117,392
-1,715
| -1% | -$23K | 0.06% | 180 |
|
|
2016
Q1 | $1.85M | Sell |
119,107
-2,000
| -2% | -$27.6K | 0.08% | 168 |
|
|
2015
Q4 | $1.7M | Sell |
121,107
-300
| -0.2% | -$4.9K | 0.07% | 166 |
|
|
2015
Q3 | $2.01M | Sell |
121,407
-36,785
| -23% | -$690K | 0.09% | 156 |
|
|
2015
Q2 | $3.37M | Buy |
158,192
+39,600
| +33% | +$834K | 0.14% | 123 |
|
|
2015
Q1 | $2.43M | Sell |
118,592
-3,043
| -3% | -$65.2K | 0.1% | 149 |
|
|
2014
Q4 | $2.7M | Sell |
121,635
-8,840
| -7% | -$206K | 0.12% | 140 |
|
|
2014
Q3 | $3.29M | Sell |
130,475
-1,305
| -1% | -$31.4K | 0.15% | 124 |
|
|
2014
Q2 | $2.73M | Sell |
131,780
-7,348
| -5% | -$147K | 0.12% | 139 |
|
|
2014
Q1 | $2.69M | Hold |
139,128
| – | – | 0.13% | 136 |
|
|
2013
Q4 | $3.25M | Sell |
139,128
-5,500
| -4% | -$120K | 0.15% | 121 |
|
|
2013
Q3 | $2.87M | Sell |
144,628
-2,500
| -2% | -$51.5K | 0.15% | 123 |
|
|
2013
Q2 | $3.2M | Buy |
+147,128
| New | +$3.01M | 0.17% | 111 |
|
Other funds holding AMX
WGI
NC
IUHSA
CII
Gofen & Glossberg's AMX Position: Q4 2022 in Review
Gofen & Glossberg increased its America Movil (AMX) stake by 17% in Q4 2022, buying an estimated $124K and bringing the position to 45,974 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #266.
Gofen & Glossberg first reported a position in AMX in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.37M in Q2 2015. 279 funds tracked by Wall St. Rank hold AMX as of Q4 2022.
- Gofen & Glossberg held 45,974 shares of America Movil worth $837K as of Q4 2022.
- Gofen & Glossberg bought 6,728 America Movil shares in Q4 2022, an estimated $124K.
- America Movil made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #266 holding.
- Gofen & Glossberg first reported a position in America Movil in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's America Movil position peaked at $3.37M in Q2 2015.
- 279 funds tracked by Wall St. Rank held America Movil as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.