United Capital Financial Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $727K | Sell |
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $877K | Sell |
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|
2021
Q4 | $897K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $199K | Hold |
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|
2020
Q2 | $203K | Hold |
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|
2020
Q1 | $188K | Sell |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $372K | Sell |
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|
2019
Q2 | $850K | Buy |
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|
2019
Q1 | $452K | Sell |
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|
2018
Q4 | $703K | Sell |
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|
2018
Q3 | $1.22M | Sell |
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|
2018
Q2 | $9.26M | Buy |
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|
2018
Q1 | $10.2M | Buy |
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|
2017
Q4 | $8.33M | Buy |
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|
2017
Q3 | $8.13M | Buy |
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|
2017
Q2 | $4.4M | Sell |
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|
2017
Q1 | $4.01M | Buy |
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|
2016
Q4 | $3.54M | Buy |
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|
2016
Q3 | $362K | Sell |
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|
2016
Q2 | $403K | Buy |
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|
2016
Q1 | $493K | Buy |
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|
2015
Q4 | $446K | Sell |
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|
2015
Q3 | $695K | Sell |
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|
2015
Q2 | $918K | Buy |
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|
2015
Q1 | $865K | Buy |
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|
2014
Q4 | $918K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $389K | Buy |
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|
2013
Q4 | $380K | Sell |
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|
2013
Q3 | $414K | Buy |
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|
2013
Q2 | $454K | Buy |
|