LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.74M | Sell |
33,668
-3,197
| -9% | -$344K | ﹤0.01% | 2900 |
|
|
2025
Q4 | $3.73M | Buy |
36,865
+5,501
| +18% | +$534K | ﹤0.01% | 2813 |
|
|
2025
Q3 | $3.09M | Buy |
31,364
+10,521
| +50% | +$978K | ﹤0.01% | 2918 |
|
|
2025
Q2 | $2.15M | Buy |
20,843
+3,244
| +18% | +$335K | ﹤0.01% | 3055 |
|
|
2025
Q1 | $1.72M | Buy |
17,599
+3,208
| +22% | +$290K | ﹤0.01% | 3097 |
|
|
2024
Q4 | $1.23M | Buy |
14,391
+6,960
| +94% | +$646K | ﹤0.01% | 3315 |
|
|
2024
Q3 | $734K | Buy |
7,431
+1,729
| +30% | +$186K | ﹤0.01% | 3684 |
|
|
2024
Q2 | $614K | Sell |
5,702
-1,310
| -19% | -$153K | ﹤0.01% | 3682 |
|
|
2024
Q1 | $913K | Buy |
7,012
+2,000
| +40% | +$261K | ﹤0.01% | 3270 |
|
|
2023
Q4 | $653K | Buy |
5,012
+204
| +4% | +$24.3K | ﹤0.01% | 3433 |
|
|
2023
Q3 | $525K | Buy |
+4,808
| New | +$534K | ﹤0.01% | 3453 |
|
|
2020
Q1 | – | Sell |
-2,636
| Closed | -$249K | – | 3297 |
|
|
2019
Q4 | $249K | Sell |
2,636
-30
| -1% | -$2.76K | ﹤0.01% | 2925 |
|
|
2019
Q3 | $244K | Sell |
2,666
-183
| -6% | -$16.9K | ﹤0.01% | 2850 |
|
|
2019
Q2 | $276K | Sell |
2,849
-427
| -13% | -$41.3K | ﹤0.01% | 2768 |
|
|
2019
Q1 | $302K | Sell |
3,276
-338
| -9% | -$30.8K | ﹤0.01% | 2629 |
|
|
2018
Q4 | $311K | Sell |
3,614
-338
| -9% | -$30K | ﹤0.01% | 2429 |
|
|
2018
Q3 | $391K | Buy |
3,952
+946
| +31% | +$91.1K | ﹤0.01% | 2439 |
|
|
2018
Q2 | $264K | Buy |
+3,006
| New | +$265K | ﹤0.01% | 2765 |
|
|
2016
Q2 | – | Sell |
-4,145
| Closed | -$389K | – | 2745 |
|
|
2016
Q1 | $389K | Hold |
4,145
| – | – | ﹤0.01% | 2335 |
|
|
2015
Q4 | $377K | Buy |
+4,145
| New | +$398K | ﹤0.01% | 2371 |
|
|
2015
Q2 | – | Sell |
-2,108
| Closed | -$200K | – | 2895 |
|
|
2015
Q1 | $200K | Sell |
2,108
-500
| -19% | -$44.6K | ﹤0.01% | 2558 |
|
|
2014
Q4 | $230K | Sell |
2,608
-298
| -10% | -$27.3K | ﹤0.01% | 2387 |
|
|
2014
Q3 | $263K | Sell |
2,906
-1,022
| -26% | -$97.5K | ﹤0.01% | 2277 |
|
|
2014
Q2 | $368K | Sell |
3,928
-231
| -6% | -$21.9K | ﹤0.01% | 2039 |
|
|
2014
Q1 | $388K | Buy |
+4,159
| New | +$372K | ﹤0.01% | 1955 |
|
Other funds holding FMX
HL
N
IUHSA