Gradient Investments’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 |
-7,520
| Closed | -$139K | – | 1261 |
|
|
2023
Q4 | $139K | Hold |
7,520
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $130K | Hold |
7,520
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $163K | Hold |
7,520
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $158K | Buy |
7,520
+2,400
| +47% | +$49.2K | ﹤0.01% | 317 |
|
|
2022
Q4 | $93.2K | Hold |
5,120
| – | – | ﹤0.01% | 404 |
|
|
2022
Q3 | $84K | Hold |
5,120
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $105K | Hold |
5,120
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $108K | Hold |
5,120
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $108K | Hold |
5,120
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $90K | Hold |
5,120
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $77K | Hold |
5,120
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $70K | Buy |
5,120
+30
| +0.6% | +$412 | ﹤0.01% | 417 |
|
|
2020
Q4 | $64K | Hold |
5,090
| – | – | ﹤0.01% | 367 |
|
|
2020
Q3 | $64K | Hold |
5,090
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $65K | Hold |
5,090
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $60K | Hold |
5,090
| – | – | ﹤0.01% | 327 |
|
|
2019
Q4 | $81K | Hold |
5,090
| – | – | ﹤0.01% | 332 |
|
|
2019
Q3 | $76K | Hold |
5,090
| – | – | ﹤0.01% | 326 |
|
|
2019
Q2 | $74K | Hold |
5,090
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $73K | Hold |
5,090
| – | – | ﹤0.01% | 307 |
|
|
2018
Q4 | $73K | Hold |
5,090
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $82K | Hold |
5,090
| – | – | ﹤0.01% | 302 |
|
|
2018
Q2 | $85K | Sell |
5,090
-15,857
| -76% | -$274K | ﹤0.01% | 278 |
|
|
2018
Q1 | $400K | Sell |
20,947
-77,622
| -79% | -$1.44M | 0.02% | 200 |
|
|
2017
Q4 | $1.69M | Buy |
98,569
+24,846
| +34% | +$433K | 0.1% | 108 |
|
|
2017
Q3 | $1.31M | Buy |
73,723
+22,088
| +43% | +$396K | 0.08% | 98 |
|
|
2017
Q2 | $822K | Buy |
51,635
+31,811
| +160% | +$493K | 0.06% | 106 |
|
|
2017
Q1 | $281K | Buy |
19,824
+19,698
| +15,633% | +$257K | 0.02% | 177 |
|
|
2016
Q4 | $2K | Sell |
126
-1,950
| -94% | -$23.6K | ﹤0.01% | 609 |
|
|
2016
Q3 | $24K | Hold |
2,076
| – | – | ﹤0.01% | 336 |
|
|
2016
Q2 | $25K | Hold |
2,076
| – | – | ﹤0.01% | 323 |
|
|
2016
Q1 | $32K | Buy |
+2,076
| New | +$28.7K | ﹤0.01% | 287 |
|
|
2015
Q2 | – | Sell |
-45
| Closed | -$1K | – | 626 |
|
|
2015
Q1 | $1K | Buy |
+45
| New | +$964 | ﹤0.01% | 567 |
|
|
2013
Q4 | – | Sell |
-130
| Closed | -$3K | – | 569 |
|
|
2013
Q3 | $3K | Buy |
+130
| New | +$2.68K | ﹤0.01% | 371 |
|
Other funds holding AMX
WGI
NC
CII
