Morningstar Investment Services’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,428
| Closed | -$2.13M | – | 226 |
|
|
2024
Q3 | $2.13M | Buy |
21,428
+706
| +3% | +$70.2K | 0.02% | 170 |
|
|
2024
Q2 | $2.2M | Sell |
20,722
-37,540
| -64% | -$3.99M | 0.02% | 161 |
|
|
2024
Q1 | $7.59M | Sell |
58,262
-137,699
| -70% | -$17.9M | 0.08% | 130 |
|
|
2023
Q4 | $25.6M | Buy |
195,961
+98,495
| +101% | +$12.9M | 0.14% | 114 |
|
|
2023
Q3 | $10.5M | Buy |
97,466
+1,902
| +2% | +$205K | 0.13% | 117 |
|
|
2023
Q2 | $10.6M | Buy |
95,564
+1,900
| +2% | +$210K | 0.14% | 117 |
|
|
2023
Q1 | $8.9M | Buy |
93,664
+2,727
| +3% | +$259K | 0.12% | 122 |
|
|
2022
Q4 | $7.1M | Buy |
90,937
+1,620
| +2% | +$126K | 0.1% | 127 |
|
|
2022
Q3 | $6.16M | Buy |
89,317
+2,375
| +3% | +$164K | 0.09% | 124 |
|
|
2022
Q2 | $5.86M | Buy |
86,942
+12,381
| +17% | +$835K | 0.08% | 120 |
|
|
2022
Q1 | $6.21M | Buy |
74,561
+53,317
| +251% | +$4.44M | 0.07% | 133 |
|
|
2021
Q4 | $1.65M | Buy |
21,244
+2,963
| +16% | +$230K | 0.02% | 166 |
|
|
2021
Q3 | $1.6M | Buy |
18,281
+2,015
| +12% | +$176K | 0.02% | 161 |
|
|
2021
Q2 | $1.37M | Buy |
16,266
+5,301
| +48% | +$445K | 0.02% | 166 |
|
|
2021
Q1 | $837K | Buy |
10,965
+7,967
| +266% | +$608K | 0.01% | 170 |
|
|
2020
Q4 | $227K | Buy |
+2,998
| New | +$227K | ﹤0.01% | 192 |
|
|
2016
Q1 | – | Sell |
-2,772
| Closed | -$256K | – | 220 |
|
|
2015
Q4 | $256K | Sell |
2,772
-4,664
| -63% | -$431K | 0.01% | 192 |
|
|
2015
Q3 | $664K | Sell |
7,436
-662
| -8% | -$59.1K | 0.03% | 174 |
|
|
2015
Q2 | $721K | Sell |
8,098
-1,016
| -11% | -$90.5K | 0.03% | 166 |
|
|
2015
Q1 | $852K | Buy |
9,114
+3,685
| +68% | +$344K | 0.04% | 160 |
|
|
2014
Q4 | $478K | Buy |
+5,429
| New | +$478K | 0.02% | 183 |
|