LVW Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,002
| Closed | -$180K | – | 310 |
|
2024
Q3 | $180K | Sell |
11,002
-2,905
| -21% | -$47.5K | 0.02% | 304 |
|
2024
Q2 | $236K | Buy |
13,907
+56
| +0.4% | +$952 | 0.03% | 258 |
|
2024
Q1 | $258K | Sell |
13,851
-805
| -5% | -$15K | 0.04% | 246 |
|
2023
Q4 | $271K | Sell |
14,656
-449
| -3% | -$8.32K | 0.05% | 219 |
|
2023
Q3 | $262K | Sell |
15,105
-2,050
| -12% | -$35.5K | 0.05% | 186 |
|
2023
Q2 | $371K | Sell |
17,155
-62
| -0.4% | -$1.34K | 0.07% | 148 |
|
2023
Q1 | $362K | Sell |
17,217
-320
| -2% | -$6.74K | 0.07% | 168 |
|
2022
Q4 | $319K | Sell |
17,537
-280
| -2% | -$5.1K | 0.06% | 178 |
|
2022
Q3 | $293K | Sell |
17,817
-17
| -0.1% | -$280 | 0.07% | 175 |
|
2022
Q2 | $364K | Sell |
17,834
-1,349
| -7% | -$27.5K | 0.07% | 164 |
|
2022
Q1 | $406K | Sell |
19,183
-516
| -3% | -$10.9K | 0.07% | 163 |
|
2021
Q4 | $416K | Buy |
+19,699
| New | +$416K | 0.07% | 166 |
|
2021
Q1 | – | Sell |
-10,892
| Closed | -$158K | – | 214 |
|
2020
Q4 | $158K | Buy |
+10,892
| New | +$158K | 0.03% | 196 |
|