RFG Advisory’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $263K | Buy |
2,557
+32
| +1% | +$3.3K | 0.01% | 821 |
|
2025
Q1 | $246K | Hold |
2,525
| – | – | 0.01% | 776 |
|
2024
Q4 | $216K | Buy |
2,525
+75
| +3% | +$6.41K | 0.01% | 735 |
|
2024
Q3 | $242K | Sell |
2,450
-75
| -3% | -$7.4K | 0.01% | 668 |
|
2024
Q2 | $272K | Hold |
2,525
| – | – | 0.01% | 617 |
|
2024
Q1 | $329K | Hold |
2,525
| – | – | 0.01% | 591 |
|
2023
Q4 | $329K | Sell |
2,525
-75
| -3% | -$9.78K | 0.01% | 529 |
|
2023
Q3 | $284K | Hold |
2,600
| – | – | 0.01% | 524 |
|
2023
Q2 | $288K | Sell |
2,600
-50
| -2% | -$5.54K | 0.01% | 535 |
|
2023
Q1 | $252K | Hold |
2,650
| – | – | 0.01% | 554 |
|
2022
Q4 | $221K | Sell |
2,650
-35
| -1% | -$2.92K | 0.01% | 570 |
|
2022
Q3 | $203K | Buy |
+2,685
| New | +$203K | 0.01% | 580 |
|
2022
Q2 | – | Sell |
-2,610
| Closed | -$216K | – | 573 |
|
2022
Q1 | $216K | Hold |
2,610
| – | – | 0.01% | 474 |
|
2021
Q4 | $203K | Hold |
2,610
| – | – | 0.01% | 457 |
|
2021
Q3 | $226K | Hold |
2,610
| – | – | 0.02% | 391 |
|
2021
Q2 | $221K | Buy |
+2,610
| New | +$221K | 0.02% | 408 |
|