Schechter Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $499K | Buy |
5,109
+36
| +0.7% | +$3.51K | 0.04% | 369 |
|
|
2024
Q4 | $434K | Sell |
5,073
-404
| -7% | -$34.5K | 0.03% | 415 |
|
|
2024
Q3 | $541K | Sell |
5,477
-50
| -0.9% | -$4.94K | 0.04% | 382 |
|
|
2024
Q2 | $595K | Sell |
5,527
-192
| -3% | -$20.7K | 0.04% | 335 |
|
|
2024
Q1 | $745K | Buy |
5,719
+405
| +8% | +$52.8K | 0.06% | 304 |
|
|
2023
Q4 | $693K | Sell |
5,314
-367
| -6% | -$47.8K | 0.06% | 294 |
|
|
2023
Q3 | $620K | Sell |
5,681
-775
| -12% | -$84.6K | 0.06% | 300 |
|
|
2023
Q2 | $716K | Buy |
6,456
+23
| +0.4% | +$2.55K | 0.06% | 311 |
|
|
2023
Q1 | $612K | Buy |
6,433
+72
| +1% | +$6.85K | 0.06% | 368 |
|
|
2022
Q4 | $497K | Buy |
6,361
+185
| +3% | +$14.5K | 0.05% | 508 |
|
|
2022
Q3 | $388K | Sell |
6,176
-167
| -3% | -$10.5K | 0.04% | 595 |
|
|
2022
Q2 | $428K | Buy |
6,343
+1,751
| +38% | +$118K | 0.04% | 575 |
|
|
2022
Q1 | $381K | Buy |
4,592
+238
| +5% | +$19.7K | 0.04% | 616 |
|
|
2021
Q4 | $338K | Buy |
+4,354
| New | +$338K | 0.03% | 640 |
|