MGWM
Marks Group Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
3,420
-229
| -6% | -$23.6K | 0.03% | 255 |
|
|
2025
Q1 | $356K | Sell |
3,649
-171
| -4% | -$16.7K | 0.03% | 263 |
|
|
2024
Q4 | $327K | Sell |
3,820
-2,946
| -44% | -$252K | 0.03% | 251 |
|
|
2024
Q3 | $668K | Sell |
6,766
-384
| -5% | -$37.9K | 0.06% | 200 |
|
|
2024
Q2 | $770K | Sell |
7,150
-517
| -7% | -$55.7K | 0.08% | 185 |
|
|
2024
Q1 | $999K | Sell |
7,667
-441
| -5% | -$57.4K | 0.1% | 170 |
|
|
2023
Q4 | $1.06M | Sell |
8,108
-1,612
| -17% | -$210K | 0.12% | 164 |
|
|
2023
Q3 | $1.06M | Sell |
9,720
-524
| -5% | -$57.2K | 0.13% | 156 |
|
|
2023
Q2 | $1.14M | Sell |
10,244
-128
| -1% | -$14.2K | 0.14% | 153 |
|
|
2023
Q1 | $987K | Sell |
10,372
-38
| -0.4% | -$3.62K | 0.13% | 163 |
|
|
2022
Q4 | $813K | Sell |
10,410
-446
| -4% | -$34.8K | 0.11% | 177 |
|
|
2022
Q3 | $682K | Buy |
10,856
+377
| +4% | +$23.7K | 0.1% | 181 |
|
|
2022
Q2 | $707K | Buy |
10,479
+4,973
| +90% | +$336K | 0.1% | 188 |
|
|
2022
Q1 | $456K | Sell |
5,506
-833
| -13% | -$69K | 0.06% | 241 |
|
|
2021
Q4 | $497K | Buy |
6,339
+1,563
| +33% | +$123K | 0.06% | 233 |
|
|
2021
Q3 | $412K | Buy |
4,776
+1,048
| +28% | +$90.4K | 0.06% | 218 |
|
|
2021
Q2 | $315K | Buy |
3,728
+142
| +4% | +$12K | 0.04% | 214 |
|
|
2021
Q1 | $270K | Sell |
3,586
-47
| -1% | -$3.54K | 0.04% | 217 |
|
|
2020
Q4 | $275K | Buy |
+3,633
| New | +$275K | 0.04% | 221 |
|