J.P. Morgan Private Wealth Advisors’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $532K | Buy |
30,723
+826
| +3% | +$14.3K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $647K | Sell |
29,897
-26,204
| -47% | -$567K | ﹤0.01% | 931 |
|
|
2023
Q1 | $1.18M | Sell |
56,101
-119
| -0.2% | -$2.51K | ﹤0.01% | 1099 |
|
|
2022
Q4 | $1.02M | Sell |
56,220
-2,107
| -4% | -$38.3K | ﹤0.01% | 1134 |
|
|
2022
Q3 | $961K | Sell |
58,327
-1,235
| -2% | -$20.3K | ﹤0.01% | 1153 |
|
|
2022
Q2 | $1.22M | Sell |
59,562
-9,093
| -13% | -$186K | ﹤0.01% | 1032 |
|
|
2022
Q1 | $1.45M | Buy |
68,655
+1,937
| +3% | +$41K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $1.41M | Buy |
66,718
+37,539
| +129% | +$792K | ﹤0.01% | 1075 |
|
|
2021
Q3 | $516K | Buy |
29,179
+1,474
| +5% | +$26.1K | ﹤0.01% | 1489 |
|
|
2021
Q2 | $416K | Buy |
27,705
+12,214
| +79% | +$183K | ﹤0.01% | 1547 |
|
|
2021
Q1 | $210K | Sell |
15,491
-21,454
| -58% | -$291K | ﹤0.01% | 1670 |
|
|
2020
Q4 | $537K | Sell |
36,945
-818
| -2% | -$11.9K | ﹤0.01% | 1264 |
|
|
2020
Q3 | $472K | Buy |
37,763
+13,215
| +54% | +$165K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $312K | Buy |
24,548
+10,966
| +81% | +$139K | ﹤0.01% | 1291 |
|
|
2020
Q1 | $160K | Sell |
13,582
-1,433
| -10% | -$16.9K | ﹤0.01% | 1324 |
|
|
2019
Q4 | $240K | Buy |
15,015
+3,986
| +36% | +$63.7K | ﹤0.01% | 1328 |
|
|
2019
Q3 | $164K | Buy |
11,029
+40
| +0.4% | +$595 | ﹤0.01% | 1364 |
|
|
2019
Q2 | $160K | Sell |
10,989
-1,814
| -14% | -$26.4K | ﹤0.01% | 1311 |
|
|
2019
Q1 | $183K | Sell |
12,803
-7,495
| -37% | -$107K | ﹤0.01% | 1384 |
|
|
2018
Q4 | $289K | Buy |
20,298
+5,676
| +39% | +$80.8K | ﹤0.01% | 1184 |
|
|
2018
Q3 | $235K | Sell |
14,622
-459
| -3% | -$7.38K | ﹤0.01% | 1405 |
|
|
2018
Q2 | $251K | Sell |
15,081
-383
| -2% | -$6.37K | ﹤0.01% | 1277 |
|
|
2018
Q1 | $295K | Sell |
15,464
-3,551
| -19% | -$67.7K | ﹤0.01% | 1045 |
|
|
2017
Q4 | $326K | Buy |
19,015
+2,236
| +13% | +$38.3K | ﹤0.01% | 1022 |
|
|
2017
Q3 | $298K | Sell |
16,779
-2,440
| -13% | -$43.3K | ﹤0.01% | 1022 |
|
|
2017
Q2 | $306K | Sell |
19,219
-2,000
| -9% | -$31.8K | ﹤0.01% | 1010 |
|
|
2017
Q1 | $301K | Sell |
21,219
-4,149
| -16% | -$58.9K | ﹤0.01% | 1065 |
|
|
2016
Q4 | $319K | Buy |
25,368
+2,213
| +10% | +$27.8K | ﹤0.01% | 974 |
|
|
2016
Q3 | $265K | Sell |
23,155
-175
| -0.8% | -$2K | ﹤0.01% | 1040 |
|
|
2016
Q2 | $286K | Sell |
23,330
-1,713
| -7% | -$21K | ﹤0.01% | 1001 |
|
|
2016
Q1 | $389K | Sell |
25,043
-885
| -3% | -$13.7K | ﹤0.01% | 838 |
|
|
2015
Q4 | $365K | Buy |
25,928
+1,096
| +4% | +$15.4K | ﹤0.01% | 793 |
|
|
2015
Q3 | $411K | Sell |
24,832
-12,054
| -33% | -$200K | 0.01% | 680 |
|
|
2015
Q2 | $786K | Buy |
36,886
+5,559
| +18% | +$118K | 0.01% | 559 |
|
|
2015
Q1 | $641K | Sell |
31,327
-242
| -0.8% | -$4.95K | 0.01% | 633 |
|
|
2014
Q4 | $700K | Buy |
31,569
+1,971
| +7% | +$43.7K | 0.01% | 615 |
|
|
2014
Q3 | $746K | Buy |
29,598
+9,353
| +46% | +$236K | 0.01% | 587 |
|
|
2014
Q2 | $420K | Buy |
20,245
+2,644
| +15% | +$54.9K | 0.01% | 614 |
|
|
2014
Q1 | $350K | Buy |
+17,601
| New | +$350K | 0.01% | 681 |
|