Laird Norton Wetherby Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Buy |
2,553
+38
| +2% | +$3.53K | 0.01% | 809 |
|
|
2025
Q2 | $259K | Buy |
+2,515
| New | +$260K | 0.01% | 788 |
|
|
2024
Q4 | $213K | Sell |
2,494
-472
| -16% | -$43.8K | 0.01% | 817 |
|
|
2024
Q3 | $293K | Sell |
2,966
-142
| -5% | -$15.3K | 0.01% | 742 |
|
|
2024
Q2 | $335K | Sell |
3,108
-101
| -3% | -$11.8K | 0.02% | 674 |
|
|
2024
Q1 | $418K | Buy |
3,209
+28
| +0.9% | +$3.66K | 0.02% | 623 |
|
|
2023
Q4 | $415K | Sell |
3,181
-304
| -9% | -$36.2K | 0.02% | 609 |
|
|
2023
Q3 | $380K | Sell |
3,485
-391
| -10% | -$43.4K | 0.02% | 610 |
|
|
2023
Q2 | $430K | Sell |
3,876
-35
| -0.9% | -$3.52K | 0.02% | 591 |
|
|
2023
Q1 | $372K | Sell |
3,911
-40
| -1% | -$3.5K | 0.02% | 629 |
|
|
2022
Q4 | $309K | Sell |
3,951
-150
| -4% | -$11K | 0.02% | 675 |
|
|
2022
Q3 | $258K | Buy |
4,101
+938
| +30% | +$59.1K | 0.02% | 710 |
|
|
2022
Q2 | $213K | Buy |
3,163
+749
| +31% | +$55.4K | 0.01% | 799 |
|
|
2022
Q1 | $200K | Buy |
+2,414
| New | +$190K | 0.01% | 864 |
|
|
2021
Q4 | – | Sell |
-2,312
| Closed | -$201K | – | 940 |
|
|
2021
Q3 | $201K | Buy |
+2,312
| New | +$199K | 0.01% | 863 |
|
|
2020
Q3 | – | Sell |
-3,824
| Closed | -$237K | – | 735 |
|
|
2020
Q2 | $237K | Sell |
3,824
-73
| -2% | -$4.65K | 0.02% | 592 |
|
|
2020
Q1 | $236K | Sell |
3,897
-441
| -10% | -$37.3K | 0.03% | 524 |
|
|
2019
Q4 | $410K | Sell |
4,338
-191
| -4% | -$17.6K | 0.04% | 450 |
|
|
2019
Q3 | $415K | Sell |
4,529
-429
| -9% | -$39.6K | 0.04% | 450 |
|
|
2019
Q2 | $480K | Buy |
4,958
+840
| +20% | +$81.3K | 0.05% | 408 |
|
|
2019
Q1 | $380K | Sell |
4,118
-150
| -4% | -$13.7K | 0.05% | 441 |
|
|
2018
Q4 | $367K | Buy |
4,268
+524
| +14% | +$46.5K | 0.05% | 405 |
|
|
2018
Q3 | $371K | Buy |
3,744
+561
| +18% | +$54K | 0.05% | 441 |
|
|
2018
Q2 | $279K | Buy |
3,183
+192
| +6% | +$17K | 0.04% | 501 |
|
|
2018
Q1 | $273K | Buy |
2,991
+611
| +26% | +$57.3K | 0.04% | 501 |
|
|
2017
Q4 | $223K | Sell |
2,380
-98
| -4% | -$8.94K | 0.03% | 563 |
|
|
2017
Q3 | $237K | Buy |
2,478
+245
| +11% | +$24.4K | 0.04% | 519 |
|
|
2017
Q2 | $220K | Buy |
+2,233
| New | +$208K | 0.04% | 505 |
|
|
2016
Q4 | – | Sell |
-3,856
| Closed | -$355K | – | 532 |
|
|
2016
Q3 | $355K | Buy |
3,856
+331
| +9% | +$30.5K | 0.07% | 332 |
|
|
2016
Q2 | $326K | Sell |
3,525
-244
| -6% | -$22.3K | 0.07% | 326 |
|
|
2016
Q1 | $363K | Sell |
3,769
-138
| -4% | -$12.6K | 0.09% | 278 |
|
|
2015
Q4 | $361K | Buy |
3,907
+151
| +4% | +$14.5K | 0.09% | 274 |
|
|
2015
Q3 | $335K | Buy |
3,756
+1,134
| +43% | +$101K | 0.09% | 286 |
|
|
2015
Q2 | $234K | Buy |
2,622
+216
| +9% | +$20K | 0.06% | 387 |
|
|
2015
Q1 | $225K | Buy |
2,406
+41
| +2% | +$3.66K | 0.05% | 402 |
|
|
2014
Q4 | $208K | Buy |
2,365
+100
| +4% | +$9.16K | 0.05% | 418 |
|
|
2014
Q3 | $208K | Buy |
2,265
+31
| +1% | +$2.96K | 0.06% | 400 |
|
|
2014
Q2 | $209K | Buy |
+2,234
| New | +$212K | 0.06% | 394 |
|
|
2014
Q1 | – | Sell |
-2,140
| Closed | -$209K | – | 438 |
|
|
2013
Q4 | $209K | Sell |
2,140
-491
| -19% | -$46.2K | 0.06% | 391 |
|
|
2013
Q3 | $255K | Buy |
2,631
+118
| +5% | +$11.9K | 0.08% | 315 |
|
|
2013
Q2 | $259K | Buy |
+2,513
| New | +$280K | 0.09% | 273 |
|
Other funds holding FMX
HL
N
AP