Sequoia Financial Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$925K	Buy	8,331 +524	+7%	+$56.4K	0.01%	932
2025 Q4	$789K	Buy	7,807 +382	+5%	+$37.1K	﹤0.01%	1010
2025 Q3	$732K	Buy	7,425 +1,116	+18%	+$104K	﹤0.01%	950
2025 Q2	$650K	Buy	6,309 +343	+6%	+$35.4K	﹤0.01%	882
2025 Q1	$582K	Sell	5,966 -202	-3%	-$18.3K	﹤0.01%	802
2024 Q4	$527K	Sell	6,168 -87	-1%	-$8.08K	0.01%	782
2024 Q3	$617K	Sell	6,255 -351	-5%	-$37.8K	0.01%	684
2024 Q2	$711K	Buy	6,606 +647	+11%	+$75.7K	0.01%	577
2024 Q1	$776K	Sell	5,959 -15,064	-72%	-$1.97M	0.01%	549
2023 Q4	$2.74M	Buy	21,023 +15,615	+289%	+$1.86M	0.03%	294
2023 Q3	$590K	Sell	5,408 -254	-4%	-$28.2K	0.01%	470
2023 Q2	$628K	Buy	5,662 +3,337	+144%	+$336K	0.01%	454
2023 Q1	$221K	Buy	+2,325	New	+$203K	﹤0.01%	734
2022 Q3	–	Sell	-3,139	Closed	-$212K	–	556
2022 Q2	$212K	Buy	+3,139	New	+$232K	0.01%	534