Stifel Financial’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 | $2.64M | Buy |
23,734
+2,662
| +13% | +$286K | ﹤0.01% | 1760 |
|
|
2025
Q4 | $2.13M | Buy |
21,072
+3,829
| +22% | +$372K | ﹤0.01% | 1883 |
|
|
2025
Q3 | $1.7M | Sell |
17,243
-18,642
| -52% | -$1.73M | ﹤0.01% | 2024 |
|
|
2025
Q2 | $3.7M | Buy |
35,885
+21,381
| +147% | +$2.21M | ﹤0.01% | 1427 |
|
|
2025
Q1 | $1.42M | Buy |
14,504
+640
| +5% | +$57.9K | ﹤0.01% | 2004 |
|
|
2024
Q4 | $1.19M | Buy |
13,864
+1,385
| +11% | +$129K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $1.23M | Buy |
12,479
+149
| +1% | +$16.1K | ﹤0.01% | 2087 |
|
|
2024
Q2 | $1.33M | Sell |
12,330
-4,989
| -29% | -$584K | ﹤0.01% | 1987 |
|
|
2024
Q1 | $2.26M | Sell |
17,319
-1,494
| -8% | -$195K | ﹤0.01% | 1633 |
|
|
2023
Q4 | $2.45M | Buy |
18,813
+9,511
| +102% | +$1.13M | ﹤0.01% | 1530 |
|
|
2023
Q3 | $1.02M | Sell |
9,302
-620
| -6% | -$68.8K | ﹤0.01% | 2048 |
|
|
2023
Q2 | $1.1M | Sell |
9,922
-1,615
| -14% | -$162K | ﹤0.01% | 2027 |
|
|
2023
Q1 | $1.1M | Sell |
11,537
-1,413
| -11% | -$124K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $1.01M | Buy |
12,950
+8,656
| +202% | +$637K | ﹤0.01% | 1997 |
|
|
2022
Q3 | $269K | Buy |
4,294
+19
| +0.4% | +$1.2K | ﹤0.01% | 2787 |
|
|
2022
Q2 | $289K | Buy |
4,275
+53
| +1% | +$3.92K | ﹤0.01% | 2774 |
|
|
2022
Q1 | $350K | Sell |
4,222
-133
| -3% | -$10.5K | ﹤0.01% | 2781 |
|
|
2021
Q4 | $339K | Sell |
4,355
-247
| -5% | -$19.3K | ﹤0.01% | 2843 |
|
|
2021
Q3 | $399K | Buy |
4,602
+101
| +2% | +$8.68K | ﹤0.01% | 2705 |
|
|
2021
Q2 | $380K | Buy |
4,501
+657
| +17% | +$53.8K | ﹤0.01% | 2739 |
|
|
2021
Q1 | $290K | Buy |
3,844
+711
| +23% | +$51.8K | ﹤0.01% | 2817 |
|
|
2020
Q4 | $237K | Buy |
+3,133
| New | +$210K | ﹤0.01% | 2732 |
|
|
2020
Q1 | – | Sell |
-3,725
| Closed | -$351K | – | 2907 |
|
|
2019
Q4 | $351K | Sell |
3,725
-265
| -7% | -$24.4K | ﹤0.01% | 2458 |
|
|
2019
Q3 | $360K | Buy |
3,990
+72
| +2% | +$6.64K | ﹤0.01% | 2341 |
|
|
2019
Q2 | $381K | Sell |
3,918
-130
| -3% | -$12.6K | ﹤0.01% | 2345 |
|
|
2019
Q1 | $372K | Buy |
4,048
+147
| +4% | +$13.4K | ﹤0.01% | 2232 |
|
|
2018
Q4 | $331K | Buy |
3,901
+1,653
| +74% | +$147K | ﹤0.01% | 2174 |
|
|
2018
Q3 | $224K | Sell |
2,248
-637
| -22% | -$61.3K | ﹤0.01% | 2520 |
|
|
2018
Q2 | $252K | Sell |
2,885
-95
| -3% | -$8.39K | ﹤0.01% | 2406 |
|
|
2018
Q1 | $274K | Sell |
2,980
-213
| -7% | -$20K | ﹤0.01% | 2294 |
|
|
2017
Q4 | $300K | Sell |
3,193
-23
| -0.7% | -$2.1K | ﹤0.01% | 2206 |
|
|
2017
Q3 | $304K | Sell |
3,216
-80
| -2% | -$7.97K | ﹤0.01% | 2143 |
|
|
2017
Q2 | $322K | Buy |
3,296
+4
| +0.1% | +$373 | ﹤0.01% | 2095 |
|
|
2017
Q1 | $293K | Buy |
3,292
+550
| +20% | +$44.8K | ﹤0.01% | 2108 |
|
|
2016
Q4 | $214K | Buy |
+2,742
| New | +$235K | ﹤0.01% | 2220 |
|
|
2016
Q3 | – | Sell |
-3,023
| Closed | -$280K | – | 2428 |
|
|
2016
Q2 | $280K | Buy |
3,023
+315
| +12% | +$28.8K | ﹤0.01% | 2074 |
|
|
2016
Q1 | $261K | Buy |
+2,708
| New | +$247K | ﹤0.01% | 1889 |
|
Other funds holding FMX
HL
N
IUHSA