PL
Perpetual Ltd’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.4M | Sell |
916,864
-60,478
| -6% | -$6.23M | 1.11% | 24 |
|
|
2025
Q1 | $95.4M | Buy |
977,342
+52,673
| +6% | +$5.14M | 1.15% | 27 |
|
|
2024
Q4 | $79M | Buy |
924,669
+177,843
| +24% | +$15.2M | 0.93% | 34 |
|
|
2024
Q3 | $73.7M | Buy |
746,826
+64,291
| +9% | +$6.35M | 0.8% | 45 |
|
|
2024
Q2 | $73.5M | Buy |
682,535
+109,758
| +19% | +$11.8M | 0.8% | 41 |
|
|
2024
Q1 | $74.6M | Buy |
572,777
+66,717
| +13% | +$8.69M | 0.73% | 52 |
|
|
2023
Q4 | $66M | Sell |
506,060
-8,435
| -2% | -$1.1M | 0.68% | 47 |
|
|
2023
Q3 | $56.2M | Buy |
514,495
+513
| +0.1% | +$56K | 0.58% | 51 |
|
|
2023
Q2 | $57M | Buy |
513,982
+380,888
| +286% | +$42.2M | 0.49% | 58 |
|
|
2023
Q1 | $12.7M | Buy |
+133,094
| New | +$12.7M | 0.11% | 129 |
|
|
2017
Q3 | – | Sell |
-53,162
| Closed | -$5.23M | – | 202 |
|
|
2017
Q2 | $5.23M | Buy |
+53,162
| New | +$5.23M | 0.41% | 70 |
|
|
2016
Q4 | – | Sell |
-33,232
| Closed | -$3.06M | – | 158 |
|
|
2016
Q3 | $3.06M | Buy |
33,232
+7,532
| +29% | +$693K | 0.25% | 101 |
|
|
2016
Q2 | $2.38M | Hold |
25,700
| – | – | 0.24% | 99 |
|
|
2016
Q1 | $2.48M | Hold |
25,700
| – | – | 0.25% | 94 |
|
|
2015
Q4 | $2.37M | Hold |
25,700
| – | – | 0.27% | 89 |
|
|
2015
Q3 | $2.29M | Buy |
25,700
+1,200
| +5% | +$107K | 0.27% | 80 |
|
|
2015
Q2 | $2.18M | Hold |
24,500
| – | – | 0.25% | 89 |
|
|
2015
Q1 | $2.29M | Hold |
24,500
| – | – | 0.26% | 91 |
|
|
2014
Q4 | $2.16M | Hold |
24,500
| – | – | 0.25% | 119 |
|
|
2014
Q3 | $2.26M | Buy |
24,500
+2,500
| +11% | +$230K | 0.24% | 108 |
|
|
2014
Q2 | $2.06M | Buy |
22,000
+3,869
| +21% | +$362K | 0.18% | 104 |
|
|
2014
Q1 | $1.69M | Buy |
+18,131
| New | +$1.69M | 0.25% | 92 |
|