LPL Financial’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.15M | Buy |
20,843
+3,244
| +18% | +$334K | ﹤0.01% | 3038 |
|
2025
Q1 | $1.72M | Buy |
17,599
+3,208
| +22% | +$313K | ﹤0.01% | 3075 |
|
2024
Q4 | $1.23M | Buy |
14,391
+6,960
| +94% | +$595K | ﹤0.01% | 3288 |
|
2024
Q3 | $734K | Buy |
7,431
+1,729
| +30% | +$171K | ﹤0.01% | 3635 |
|
2024
Q2 | $614K | Sell |
5,702
-1,310
| -19% | -$141K | ﹤0.01% | 3631 |
|
2024
Q1 | $913K | Buy |
7,012
+2,000
| +40% | +$261K | ﹤0.01% | 3235 |
|
2023
Q4 | $653K | Buy |
5,012
+204
| +4% | +$26.6K | ﹤0.01% | 3399 |
|
2023
Q3 | $525K | Buy |
+4,808
| New | +$525K | ﹤0.01% | 3425 |
|
2020
Q1 | – | Sell |
-2,636
| Closed | -$249K | – | 3283 |
|
2019
Q4 | $249K | Sell |
2,636
-30
| -1% | -$2.83K | ﹤0.01% | 2908 |
|
2019
Q3 | $244K | Sell |
2,666
-183
| -6% | -$16.7K | ﹤0.01% | 2844 |
|
2019
Q2 | $276K | Sell |
2,849
-427
| -13% | -$41.4K | ﹤0.01% | 2757 |
|
2019
Q1 | $302K | Sell |
3,276
-338
| -9% | -$31.2K | ﹤0.01% | 2617 |
|
2018
Q4 | $311K | Sell |
3,614
-338
| -9% | -$29.1K | ﹤0.01% | 2416 |
|
2018
Q3 | $391K | Buy |
3,952
+946
| +31% | +$93.6K | ﹤0.01% | 2429 |
|
2018
Q2 | $264K | Buy |
+3,006
| New | +$264K | ﹤0.01% | 2747 |
|
2016
Q2 | – | Sell |
-4,145
| Closed | -$389K | – | 2745 |
|
2016
Q1 | $389K | Hold |
4,145
| – | – | ﹤0.01% | 2335 |
|
2015
Q4 | $377K | Buy |
+4,145
| New | +$377K | ﹤0.01% | 2371 |
|
2015
Q2 | – | Sell |
-2,108
| Closed | -$200K | – | 2895 |
|
2015
Q1 | $200K | Sell |
2,108
-500
| -19% | -$47.4K | ﹤0.01% | 2558 |
|
2014
Q4 | $230K | Sell |
2,608
-298
| -10% | -$26.3K | ﹤0.01% | 2387 |
|
2014
Q3 | $263K | Sell |
2,906
-1,022
| -26% | -$92.5K | ﹤0.01% | 2277 |
|
2014
Q2 | $368K | Sell |
3,928
-231
| -6% | -$21.6K | ﹤0.01% | 2039 |
|
2014
Q1 | $388K | Buy |
+4,159
| New | +$388K | ﹤0.01% | 1955 |
|