O'Shaughnessy Asset Management’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
18,532
+187
| +1% | +$19.3K | 0.01% | 789 |
|
|
2025
Q1 | $1.79M | Buy |
18,345
+1,252
| +7% | +$122K | 0.01% | 730 |
|
|
2024
Q4 | $1.46M | Sell |
17,093
-15,047
| -47% | -$1.29M | 0.01% | 781 |
|
|
2024
Q3 | $3.17M | Sell |
32,140
-7,791
| -20% | -$769K | 0.03% | 519 |
|
|
2024
Q2 | $4.3M | Sell |
39,931
-4,243
| -10% | -$457K | 0.04% | 399 |
|
|
2024
Q1 | $5.75M | Buy |
44,174
+1,759
| +4% | +$229K | 0.06% | 328 |
|
|
2023
Q4 | $5.53M | Buy |
42,415
+15,238
| +56% | +$1.99M | 0.07% | 290 |
|
|
2023
Q3 | $2.97M | Buy |
27,177
+3,119
| +13% | +$340K | 0.04% | 390 |
|
|
2023
Q2 | $2.67M | Buy |
24,058
+3,357
| +16% | +$372K | 0.04% | 392 |
|
|
2023
Q1 | $1.97M | Buy |
20,701
+12,026
| +139% | +$1.14M | 0.03% | 456 |
|
|
2022
Q4 | $678K | Buy |
+8,675
| New | +$678K | 0.01% | 704 |
|
|
2022
Q3 | – | Sell |
-4,514
| Closed | -$305K | – | 1357 |
|
|
2022
Q2 | $305K | Sell |
4,514
-3,294
| -42% | -$223K | 0.01% | 856 |
|
|
2022
Q1 | $647K | Buy |
7,808
+3,839
| +97% | +$318K | 0.01% | 655 |
|
|
2021
Q4 | $308K | Buy |
3,969
+257
| +7% | +$19.9K | 0.01% | 856 |
|
|
2021
Q3 | $322K | Buy |
3,712
+890
| +32% | +$77.2K | 0.01% | 817 |
|
|
2021
Q2 | $238K | Buy |
2,822
+428
| +18% | +$36.1K | ﹤0.01% | 948 |
|
|
2021
Q1 | $180K | Buy |
2,394
+695
| +41% | +$52.3K | ﹤0.01% | 967 |
|
|
2020
Q4 | $129K | Buy |
1,699
+1,231
| +263% | +$93.5K | ﹤0.01% | 993 |
|
|
2020
Q3 | $26K | Buy |
+468
| New | +$26K | ﹤0.01% | 1211 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 1069 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1055 |
|
|
2016
Q4 | – | Sell |
-432
| Closed | -$40K | – | 942 |
|
|
2016
Q3 | $40K | Sell |
432
-401
| -48% | -$37.1K | ﹤0.01% | 707 |
|
|
2016
Q2 | $77K | Sell |
833
-4
| -0.5% | -$370 | ﹤0.01% | 632 |
|
|
2016
Q1 | $81K | Buy |
837
+521
| +165% | +$50.4K | ﹤0.01% | 560 |
|
|
2015
Q4 | $29K | Buy |
+316
| New | +$29K | ﹤0.01% | 638 |
|
|
2015
Q3 | – | Sell |
-219
| Closed | -$20K | – | 940 |
|
|
2015
Q2 | $20K | Hold |
219
| – | – | ﹤0.01% | 679 |
|
|
2015
Q1 | $20K | Hold |
219
| – | – | ﹤0.01% | 679 |
|
|
2014
Q4 | $19K | Buy |
+219
| New | +$19K | ﹤0.01% | 720 |
|
|
2014
Q3 | – | Sell |
-154
| Closed | -$14K | – | 999 |
|
|
2014
Q2 | $14K | Hold |
154
| – | – | ﹤0.01% | 736 |
|
|
2014
Q1 | $14K | Sell |
154
-2,324
| -94% | -$211K | ﹤0.01% | 729 |
|
|
2013
Q4 | $243K | Sell |
2,478
-578
| -19% | -$56.7K | 0.01% | 515 |
|
|
2013
Q3 | $297K | Sell |
3,056
-3,026
| -50% | -$294K | 0.01% | 483 |
|
|
2013
Q2 | $628K | Buy |
+6,082
| New | +$628K | 0.02% | 367 |
|