J.P. Morgan Private Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.4M Sell
12,822
-1,297
-9% -$142K ﹤0.01% 869
2023
Q2
$1.56M Sell
14,119
-22,260
-61% -$2.47M 0.01% 644
2023
Q1
$3.46M Sell
36,379
-2,097
-5% -$200K 0.01% 694
2022
Q4
$3.01M Sell
38,476
-2,765
-7% -$216K 0.01% 721
2022
Q3
$2.59M Buy
41,241
+682
+2% +$42.8K 0.01% 755
2022
Q2
$2.74M Buy
40,559
+16,914
+72% +$1.14M 0.01% 747
2022
Q1
$1.96M Buy
23,645
+1,666
+8% +$138K ﹤0.01% 909
2021
Q4
$1.71M Sell
21,979
-958
-4% -$74.4K ﹤0.01% 975
2021
Q3
$1.99M Buy
22,937
+520
+2% +$45.1K ﹤0.01% 903
2021
Q2
$1.89M Buy
22,417
+3,419
+18% +$289K ﹤0.01% 904
2021
Q1
$1.43M Sell
18,998
-2,515
-12% -$189K ﹤0.01% 891
2020
Q4
$1.63M Buy
21,513
+428
+2% +$32.4K 0.01% 819
2020
Q3
$1.19M Buy
21,085
+12,748
+153% +$716K ﹤0.01% 821
2020
Q2
$517K Buy
8,337
+2,982
+56% +$185K ﹤0.01% 1075
2020
Q1
$324K Buy
5,355
+528
+11% +$31.9K ﹤0.01% 1100
2019
Q4
$456K Sell
4,827
-502
-9% -$47.4K ﹤0.01% 1086
2019
Q3
$488K Buy
5,329
+112
+2% +$10.3K ﹤0.01% 1014
2019
Q2
$505K Buy
5,217
+1,997
+62% +$193K ﹤0.01% 985
2019
Q1
$297K Buy
3,220
+94
+3% +$8.67K ﹤0.01% 1213
2018
Q4
$269K Buy
+3,126
New +$269K ﹤0.01% 1217
2016
Q2
Sell
-7,127
Closed -$686K 1277
2016
Q1
$686K Sell
7,127
-2,330
-25% -$224K 0.01% 654
2015
Q4
$873K Sell
9,457
-7,977
-46% -$736K 0.01% 548
2015
Q3
$1.56M Sell
17,434
-21,656
-55% -$1.93M 0.02% 383
2015
Q2
$3.48M Sell
39,090
-300
-0.8% -$26.7K 0.04% 288
2015
Q1
$3.68M Sell
39,390
-8,050
-17% -$753K 0.04% 285
2014
Q4
$4.18M Buy
47,440
+3,281
+7% +$289K 0.05% 265
2014
Q3
$4.07M Buy
44,159
+6,160
+16% +$567K 0.05% 271
2014
Q2
$3.56M Buy
37,999
+32,484
+589% +$3.04M 0.06% 234
2014
Q1
$515K Buy
5,515
+2,916
+112% +$272K 0.01% 557
2013
Q4
$254K Buy
+2,599
New +$254K 0.01% 562