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Thomas J. Herzfeld Advisors’s America Movil AMX Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio AMX Stock Details AMX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,698
Closed -$175K – 148
2024
Q3 		$175K Hold
10,698
– – 0.06% 100
2024
Q2 		$182K Hold
10,698
– – 0.06% 98
2024
Q1 		$200K Hold
10,698
– – 0.07% 97
2023
Q4 		$198K Sell
10,698
-272
-2% -$5.04K 0.07% 86
2023
Q3 		$190K Hold
10,970
– – 0.07% 90
2023
Q2 		$237K Sell
10,970
-28
-0.3% -$606 0.09% 81
2023
Q1 		$232K Hold
10,998
– – 0.09% 73
2022
Q4 		$200K Hold
10,998
– – 0.08% 80
2022
Q3 		$181K Hold
10,998
– – 0.08% 77
2022
Q2 		$225K Sell
10,998
-50
-0.5% -$1.02K 0.09% 82
2022
Q1 		$234K Hold
11,048
– – 0.09% 87
2021
Q4 		$233K Hold
11,048
– – 0.08% 96
2021
Q3 		$195K Hold
11,048
– – 0.09% 85
2021
Q2 		$166K Buy
11,048
+97
+0.9% +$1.46K 0.07% 101
2021
Q1 		$149K Buy
10,951
+3
+0% +$41 0.07% 107
2020
Q4 		$159K Sell
10,948
-5,000
-31% -$72.6K 0.07% 105
2020
Q3 		$190K Buy
15,948
+94
+0.6% +$1.12K 0.13% 59
2020
Q2 		$200K Buy
15,854
+156
+1% +$1.97K 0.1% 91
2020
Q1 		$185K Hold
15,698
– – 0.1% 94
2019
Q4 		$251K Sell
15,698
-28,992
-65% -$464K 0.09% 91
2019
Q3 		$664K Hold
44,690
– – 0.24% 75
2019
Q2 		$651K Hold
44,690
– – 0.25% 81
2019
Q1 		$638K Hold
44,690
– – 0.23% 93
2018
Q4 		$637K Hold
44,690
– – 0.25% 81
2018
Q3 		$718K Hold
44,690
– – 0.25% 78
2018
Q2 		$745K Hold
44,690
– – 0.27% 73
2018
Q1 		$853K Hold
44,690
– – 0.33% 61
2017
Q4 		$766K Hold
44,690
– – 0.29% 63
2017
Q3 		$793K Hold
44,690
– – 0.35% 56
2017
Q2 		$711K Hold
44,690
– – 0.31% 57
2017
Q1 		$633K Hold
44,690
– – 0.28% 67
2016
Q4 		$562K Hold
44,690
– – 0.26% 68
2016
Q3 		$511K Hold
44,690
– – 0.27% 69
2016
Q2 		$548K Hold
44,690
– – 0.29% 70
2016
Q1 		$694K Hold
44,690
– – 0.36% 70
2015
Q4 		$628K Hold
44,690
– – 0.25% 78
2015
Q3 		$740K Hold
44,690
– – 0.32% 69
2015
Q2 		$945K Hold
44,690
– – 0.4% 60
2015
Q1 		$914K Hold
44,690
– – 0.43% 60
2014
Q4 		$991K Hold
44,690
– – 0.5% 61
2014
Q3 		$1.13M Hold
44,690
– – 0.63% 52
2014
Q2 		$927K Hold
44,690
– – 0.53% 66
2014
Q1 		$888K Hold
44,690
– – 0.52% 64
2013
Q4 		$1.04M Hold
44,690
– – 0.6% 53
2013
Q3 		$885K Hold
44,690
– – 0.57% 61
2013
Q2 		$972K Buy
+44,690
New +$972K 0.62% 54