SVB Wealth’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 | – | Sell |
-1,631
| Closed | -$23.2K | – | 516 |
|
|
2025
Q1 | $23.2K | Buy |
+1,631
| New | +$23.2K | ﹤0.01% | 725 |
|
|
2023
Q3 | – | Sell |
-9,401
| Closed | -$203K | – | 872 |
|
|
2023
Q2 | $203K | Sell |
9,401
-1,348
| -13% | -$29.2K | ﹤0.01% | 820 |
|
|
2023
Q1 | $226K | Buy |
10,749
+618
| +6% | +$13K | ﹤0.01% | 836 |
|
|
2022
Q4 | $184K | Buy |
+10,131
| New | +$184K | ﹤0.01% | 919 |
|
|
2022
Q3 | – | Sell |
-10,038
| Closed | -$205K | – | 991 |
|
|
2022
Q2 | $205K | Sell |
10,038
-156
| -2% | -$3.19K | ﹤0.01% | 674 |
|
|
2022
Q1 | $215K | Sell |
10,194
-3,803
| -27% | -$80.2K | ﹤0.01% | 682 |
|
|
2021
Q4 | $295K | Sell |
13,997
-81,333
| -85% | -$1.71M | ﹤0.01% | 586 |
|
|
2021
Q3 | $1.69M | Buy |
95,330
+66,437
| +230% | +$1.17M | 0.02% | 283 |
|
|
2021
Q2 | $434K | Buy |
+28,893
| New | +$434K | 0.01% | 628 |
|
|
2021
Q1 | – | Sell |
-10,150
| Closed | -$147K | – | 924 |
|
|
2020
Q4 | $147K | Buy |
+10,150
| New | +$147K | ﹤0.01% | 772 |
|
|
2020
Q2 | – | Sell |
-10,784
| Closed | -$127K | – | 636 |
|
|
2020
Q1 | $127K | Buy |
+10,784
| New | +$127K | ﹤0.01% | 487 |
|
|
2016
Q2 | – | Sell |
-81,342
| Closed | -$1.26M | – | 510 |
|
|
2016
Q1 | $1.26M | Hold |
81,342
| – | – | 0.05% | 236 |
|
|
2015
Q4 | $1.14M | Buy |
81,342
+1,770
| +2% | +$24.9K | 0.05% | 253 |
|
|
2015
Q3 | $1.32M | Hold |
79,572
| – | – | 0.05% | 256 |
|
|
2015
Q2 | $1.7M | Sell |
79,572
-24
| -0% | -$512 | 0.06% | 251 |
|
|
2015
Q1 | $1.63M | Hold |
79,596
| – | – | 0.05% | 266 |
|
|
2014
Q4 | $1.77M | Buy |
+79,596
| New | +$1.77M | 0.06% | 249 |
|