MGIA
Moneta Group Investment Advisors’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
11,863
+768
| +7% | +$13.8K | ﹤0.01% | 658 |
|
|
2025
Q1 | $158K | Hold |
11,095
| – | – | ﹤0.01% | 641 |
|
|
2024
Q4 | $159K | Sell |
11,095
-1,129
| -9% | -$16.2K | ﹤0.01% | 642 |
|
|
2024
Q3 | $200K | Buy |
12,224
+1,116
| +10% | +$18.3K | ﹤0.01% | 620 |
|
|
2024
Q2 | $189K | Sell |
11,108
-86
| -0.8% | -$1.46K | ﹤0.01% | 581 |
|
|
2024
Q1 | $209K | Buy |
11,194
+986
| +10% | +$18.4K | ﹤0.01% | 567 |
|
|
2023
Q4 | $189K | Sell |
10,208
-147
| -1% | -$2.72K | ﹤0.01% | 535 |
|
|
2023
Q3 | $179K | Sell |
10,355
-366
| -3% | -$6.34K | ﹤0.01% | 496 |
|
|
2023
Q2 | $232K | Buy |
10,721
+516
| +5% | +$11.2K | 0.01% | 475 |
|
|
2023
Q1 | $215K | Buy |
10,205
+1,308
| +15% | +$27.5K | 0.01% | 484 |
|
|
2022
Q4 | $186K | Sell |
8,897
-4,521
| -34% | -$94.6K | 0.01% | 437 |
|
|
2022
Q3 | $221K | Buy |
13,418
+1,230
| +10% | +$20.3K | 0.01% | 396 |
|
|
2022
Q2 | $249K | Sell |
12,188
-1,193
| -9% | -$24.4K | 0.01% | 411 |
|
|
2022
Q1 | $283K | Buy |
13,381
+259
| +2% | +$5.48K | 0.01% | 367 |
|
|
2021
Q4 | $277K | Sell |
13,122
-8
| -0.1% | -$169 | 0.01% | 392 |
|
|
2021
Q3 | $232K | Buy |
+13,130
| New | +$232K | 0.01% | 404 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$21K | – | 598 |
|
|
2017
Q4 | $21K | Buy |
+1,200
| New | +$21K | ﹤0.01% | 307 |
|