Ritholtz Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,156
| Closed | -$526K | – | 947 |
|
2024
Q4 | $526K | Sell |
6,156
-2,801
| -31% | -$239K | 0.02% | 546 |
|
2024
Q3 | $884K | Sell |
8,957
-1,520
| -15% | -$150K | 0.03% | 402 |
|
2024
Q2 | $1.13M | Sell |
10,477
-1,745
| -14% | -$188K | 0.04% | 325 |
|
2024
Q1 | $1.59M | Buy |
12,222
+364
| +3% | +$47.4K | 0.05% | 238 |
|
2023
Q4 | $1.55M | Buy |
11,858
+2,965
| +33% | +$386K | 0.06% | 218 |
|
2023
Q3 | $971K | Buy |
8,893
+232
| +3% | +$25.3K | 0.04% | 288 |
|
2023
Q2 | $960K | Buy |
8,661
+910
| +12% | +$101K | 0.04% | 280 |
|
2023
Q1 | $738K | Buy |
+7,751
| New | +$738K | 0.04% | 334 |
|