Laird Norton Wetherby Wealth Management’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
Q4 | – | Sell |
-10,071
| Closed | -$165K | – | 899 |
|
|
2024
Q3 | $165K | Sell |
10,071
-3,549
| -26% | -$60.1K | 0.01% | 897 |
|
|
2024
Q2 | $232K | Sell |
13,620
-1,825
| -12% | -$33.6K | 0.01% | 795 |
|
|
2024
Q1 | $288K | Sell |
15,445
-580
| -4% | -$10.7K | 0.01% | 752 |
|
|
2023
Q4 | $297K | Buy |
16,025
+1,098
| +7% | +$19.3K | 0.02% | 727 |
|
|
2023
Q3 | $259K | Sell |
14,927
-357
| -2% | -$6.98K | 0.01% | 731 |
|
|
2023
Q2 | $331K | Buy |
15,284
+2,476
| +19% | +$53.7K | 0.02% | 680 |
|
|
2023
Q1 | $270K | Buy |
12,808
+1,593
| +14% | +$32.7K | 0.02% | 743 |
|
|
2022
Q4 | $204K | Buy |
11,215
+746
| +7% | +$13.8K | 0.01% | 793 |
|
|
2022
Q3 | $172K | Sell |
10,469
-4,445
| -30% | -$81.4K | 0.01% | 814 |
|
|
2022
Q2 | $305K | Sell |
14,914
-51
| -0.3% | -$1.05K | 0.02% | 673 |
|
|
2022
Q1 | $317K | Buy |
14,965
+2,285
| +18% | +$44.1K | 0.02% | 703 |
|
|
2021
Q4 | $268K | Buy |
12,680
+118
| +0.9% | +$2.17K | 0.02% | 760 |
|
|
2021
Q3 | $222K | Buy |
12,562
+182
| +1% | +$3.14K | 0.01% | 823 |
|
|
2021
Q2 | $186K | Buy |
12,380
+1,290
| +12% | +$19.2K | 0.01% | 880 |
|
|
2021
Q1 | $151K | Sell |
11,090
-3,211
| -22% | -$44.1K | 0.01% | 755 |
|
|
2020
Q4 | $208K | Buy |
14,301
+3,068
| +27% | +$41.6K | 0.01% | 812 |
|
|
2020
Q3 | $140K | Sell |
11,233
-1,209
| -10% | -$15.3K | 0.01% | 673 |
|
|
2020
Q2 | $158K | Sell |
12,442
-14,353
| -54% | -$179K | 0.02% | 666 |
|
|
2020
Q1 | $316K | Buy |
26,795
+1,319
| +5% | +$20.6K | 0.04% | 439 |
|
|
2019
Q4 | $408K | Buy |
25,476
+1,013
| +4% | +$15.8K | 0.04% | 452 |
|
|
2019
Q3 | $364K | Sell |
24,463
-1,369
| -5% | -$19.6K | 0.04% | 490 |
|
|
2019
Q2 | $376K | Buy |
25,832
+699
| +3% | +$10.3K | 0.04% | 470 |
|
|
2019
Q1 | $359K | Buy |
25,133
+1,185
| +5% | +$17.9K | 0.04% | 456 |
|
|
2018
Q4 | $341K | Buy |
23,948
+4,253
| +22% | +$61.1K | 0.05% | 424 |
|
|
2018
Q3 | $316K | Buy |
19,695
+648
| +3% | +$10.9K | 0.04% | 485 |
|
|
2018
Q2 | $317K | Sell |
19,047
-187
| -1% | -$3.24K | 0.04% | 461 |
|
|
2018
Q1 | $367K | Buy |
19,234
+539
| +3% | +$9.97K | 0.05% | 430 |
|
|
2017
Q4 | $321K | Sell |
18,695
-96
| -0.5% | -$1.67K | 0.04% | 455 |
|
|
2017
Q3 | $334K | Buy |
18,791
+735
| +4% | +$13.2K | 0.05% | 431 |
|
|
2017
Q2 | $287K | Buy |
18,056
+300
| +2% | +$4.65K | 0.05% | 444 |
|
|
2017
Q1 | $252K | Buy |
17,756
+1,365
| +8% | +$17.8K | 0.05% | 467 |
|
|
2016
Q4 | $206K | Buy |
+16,391
| New | +$199K | 0.04% | 495 |
|
|
2015
Q3 | – | Sell |
-9,703
| Closed | -$207K | – | 456 |
|
|
2015
Q2 | $207K | Buy |
+9,703
| New | +$204K | 0.05% | 417 |
|
|
2015
Q1 | – | Sell |
-9,435
| Closed | -$209K | – | 472 |
|
|
2014
Q4 | $209K | Buy |
9,435
+804
| +9% | +$18.7K | 0.05% | 414 |
|
|
2014
Q3 | $218K | Buy |
+8,631
| New | +$208K | 0.06% | 376 |
|
|
2014
Q1 | – | Sell |
-10,542
| Closed | -$246K | – | 433 |
|
|
2013
Q4 | $246K | Buy |
+10,542
| New | +$230K | 0.07% | 343 |
|
Other funds holding AMX
WGI
NC
IUHSA
