OWA
One Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
6,824
+447
| +7% | +$46K | 0.1% | 119 |
|
|
2025
Q1 | $622K | Buy |
6,377
+1,305
| +26% | +$127K | 0.09% | 128 |
|
|
2024
Q4 | $434K | Sell |
5,072
-1,720
| -25% | -$147K | 0.06% | 136 |
|
|
2024
Q3 | $670K | Buy |
6,792
+58
| +0.9% | +$5.73K | 0.1% | 104 |
|
|
2024
Q2 | $753K | Buy |
6,734
+99
| +1% | +$11.1K | 0.16% | 73 |
|
|
2024
Q1 | $864K | Buy |
6,635
+1,435
| +28% | +$187K | 0.15% | 82 |
|
|
2023
Q4 | $678K | Buy |
+5,200
| New | +$678K | 0.13% | 83 |
|
|
2023
Q3 | – | Sell |
-6,310
| Closed | -$699K | – | 199 |
|
|
2023
Q2 | $699K | Sell |
6,310
-308
| -5% | -$34.1K | 0.15% | 79 |
|
|
2023
Q1 | $630K | Sell |
6,618
-22
| -0.3% | -$2.09K | 0.15% | 81 |
|
|
2022
Q4 | $519K | Buy |
6,640
+226
| +4% | +$17.7K | 0.12% | 92 |
|
|
2022
Q3 | $402K | Buy |
6,414
+78
| +1% | +$4.89K | 0.13% | 92 |
|
|
2022
Q2 | $428K | Buy |
6,336
+2,621
| +71% | +$177K | 0.11% | 101 |
|
|
2022
Q1 | $308K | Buy |
3,715
+819
| +28% | +$67.9K | 0.08% | 143 |
|
|
2021
Q4 | $225K | Sell |
2,896
-705
| -20% | -$54.8K | 0.06% | 178 |
|
|
2021
Q3 | $312K | Sell |
3,601
-3
| -0.1% | -$260 | 0.09% | 140 |
|
|
2021
Q2 | $305K | Buy |
3,604
+375
| +12% | +$31.7K | 0.1% | 123 |
|
|
2021
Q1 | $243K | Buy |
3,229
+377
| +13% | +$28.4K | 0.09% | 127 |
|
|
2020
Q4 | $216K | Buy |
+2,852
| New | +$216K | 0.12% | 116 |
|
|
2019
Q2 | – | Sell |
-1,266
| Closed | -$117K | – | 242 |
|
|
2019
Q1 | $117K | Buy |
+1,266
| New | +$117K | 0.1% | 164 |
|