Sequoia Financial Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $344K | Buy |
19,177
+4,199
| +28% | +$75.3K | ﹤0.01% | 1178 |
|
2025
Q1 | $213K | Buy |
14,978
+4,154
| +38% | +$59.1K | ﹤0.01% | 1227 |
|
2024
Q4 | $155K | Sell |
10,824
-420
| -4% | -$6.01K | ﹤0.01% | 1246 |
|
2024
Q3 | $184K | Sell |
11,244
-1,605
| -12% | -$26.3K | ﹤0.01% | 1174 |
|
2024
Q2 | $218K | Sell |
12,849
-1,302
| -9% | -$22.1K | ﹤0.01% | 1053 |
|
2024
Q1 | $264K | Buy |
14,151
+402
| +3% | +$7.5K | ﹤0.01% | 917 |
|
2023
Q4 | $255K | Buy |
13,749
+2,134
| +18% | +$39.5K | ﹤0.01% | 994 |
|
2023
Q3 | $201K | Sell |
11,615
-3,100
| -21% | -$53.7K | ﹤0.01% | 861 |
|
2023
Q2 | $318K | Buy |
14,715
+460
| +3% | +$9.95K | 0.01% | 673 |
|
2023
Q1 | $300K | Buy |
14,255
+3,218
| +29% | +$67.7K | 0.01% | 624 |
|
2022
Q4 | $201K | Buy |
+11,037
| New | +$201K | ﹤0.01% | 734 |
|