Gradient Investments’s America Movil AMX Stock Holding History

Gradient Investments’s Portfolio AMX Stock Details AMX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	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%	+$50.5K	﹤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%	+$410	﹤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%	-$265K	﹤0.01%	278
2018 Q1	$400K	Sell	20,947 -77,622	-79%	-$1.48M	0.02%	200
2017 Q4	$1.69M	Buy	98,569 +24,846	+34%	+$426K	0.1%	108
2017 Q3	$1.31M	Buy	73,723 +22,088	+43%	+$392K	0.08%	98
2017 Q2	$822K	Buy	51,635 +31,811	+160%	+$506K	0.06%	106
2017 Q1	$281K	Buy	19,824 +19,698	+15,633%	+$279K	0.02%	177
2016 Q4	$2K	Sell	126 -1,950	-94%	-$31K	﹤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	+$32K	﹤0.01%	287
2015 Q2	–	Sell	-45	Closed	-$1K	–	626
2015 Q1	$1K	Buy	+45	New	+$1K	﹤0.01%	567
2013 Q4	–	Sell	-130	Closed	-$3K	–	569
2013 Q3	$3K	Buy	+130	New	+$3K	﹤0.01%	371