Oppenheimer & Co’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
Q2 | – | Sell |
-3,957
| Closed | -$515K | – | 1462 |
|
|
2024
Q1 | $515K | Sell |
3,957
-4,869
| -55% | -$634K | 0.01% | 974 |
|
|
2023
Q4 | $1.15M | Buy |
8,826
+3,367
| +62% | +$439K | 0.02% | 662 |
|
|
2023
Q3 | $596K | Buy |
+5,459
| New | +$596K | 0.01% | 870 |
|
|
2022
Q3 | – | Sell |
-8,300
| Closed | -$560K | – | 1398 |
|
|
2022
Q2 | $560K | Hold |
8,300
| – | – | 0.01% | 878 |
|
|
2022
Q1 | $688K | Hold |
8,300
| – | – | 0.01% | 887 |
|
|
2021
Q4 | $645K | Hold |
8,300
| – | – | 0.01% | 941 |
|
|
2021
Q3 | $720K | Hold |
8,300
| – | – | 0.01% | 866 |
|
|
2021
Q2 | $701K | Sell |
8,300
-15
| -0.2% | -$1.27K | 0.01% | 888 |
|
|
2021
Q1 | $626K | Hold |
8,315
| – | – | 0.01% | 875 |
|
|
2020
Q4 | $630K | Sell |
8,315
-2
| -0% | -$152 | 0.01% | 806 |
|
|
2020
Q3 | $467K | Buy |
+8,317
| New | +$467K | 0.01% | 833 |
|
|
2019
Q2 | – | Sell |
-2,739
| Closed | -$253K | – | 1329 |
|
|
2019
Q1 | $253K | Buy |
+2,739
| New | +$253K | 0.01% | 1111 |
|
|
2018
Q4 | – | Sell |
-2,495
| Closed | -$247K | – | 1287 |
|
|
2018
Q3 | $247K | Buy |
+2,495
| New | +$247K | 0.01% | 1140 |
|
|
2017
Q4 | – | Sell |
-3,300
| Closed | -$315K | – | 1324 |
|
|
2017
Q3 | $315K | Sell |
3,300
-10,000
| -75% | -$955K | 0.01% | 1017 |
|
|
2017
Q2 | $1.31M | Buy |
13,300
+1,200
| +10% | +$118K | 0.04% | 506 |
|
|
2017
Q1 | $1.07M | Sell |
12,100
-2,300
| -16% | -$204K | 0.03% | 560 |
|
|
2016
Q4 | $1.1M | Hold |
14,400
| – | – | 0.03% | 529 |
|
|
2016
Q3 | $1.33M | Buy |
+14,400
| New | +$1.33M | 0.04% | 498 |
|
|
2013
Q3 | – | Sell |
-2,010
| Closed | -$207K | – | 1329 |
|
|
2013
Q2 | $207K | Buy |
+2,010
| New | +$207K | 0.01% | 1092 |
|