United Capital Financial Advisors’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 | $359K | Buy |
20,022
+442
| +2% | +$7.93K | ﹤0.01% | 864 |
|
|
2025
Q1 | $278K | Sell |
19,580
-5,024
| -20% | -$71.4K | ﹤0.01% | 907 |
|
|
2024
Q4 | $352K | Sell |
24,604
-874
| -3% | -$12.5K | ﹤0.01% | 827 |
|
|
2024
Q3 | $417K | Buy |
25,478
+216
| +0.9% | +$3.53K | ﹤0.01% | 775 |
|
|
2024
Q2 | $429K | Sell |
25,262
-1,048
| -4% | -$17.8K | ﹤0.01% | 735 |
|
|
2024
Q1 | $491K | Sell |
26,310
-639
| -2% | -$11.9K | ﹤0.01% | 734 |
|
|
2023
Q4 | $499K | Sell |
26,949
-6,532
| -20% | -$121K | ﹤0.01% | 725 |
|
|
2023
Q3 | $580K | Sell |
33,481
-375
| -1% | -$6.5K | ﹤0.01% | 617 |
|
|
2023
Q2 | $733K | Sell |
33,856
-681
| -2% | -$14.7K | ﹤0.01% | 615 |
|
|
2023
Q1 | $727K | Sell |
34,537
-458
| -1% | -$9.64K | ﹤0.01% | 650 |
|
|
2022
Q4 | $637K | Sell |
34,995
-1,619
| -4% | -$29.5K | ﹤0.01% | 718 |
|
|
2022
Q3 | $603K | Sell |
36,614
-1,804
| -5% | -$29.7K | ﹤0.01% | 726 |
|
|
2022
Q2 | $785K | Sell |
38,418
-3,068
| -7% | -$62.7K | ﹤0.01% | 678 |
|
|
2022
Q1 | $877K | Sell |
41,486
-1,016
| -2% | -$21.5K | ﹤0.01% | 692 |
|
|
2021
Q4 | $897K | Buy |
42,502
+26,881
| +172% | +$567K | ﹤0.01% | 701 |
|
|
2021
Q3 | $276K | Buy |
15,621
+2
| +0% | +$35 | ﹤0.01% | 1039 |
|
|
2021
Q2 | $234K | Sell |
15,619
-576
| -4% | -$8.63K | ﹤0.01% | 1098 |
|
|
2021
Q1 | $220K | Sell |
16,195
-14,462
| -47% | -$196K | ﹤0.01% | 1085 |
|
|
2020
Q4 | $446K | Buy |
30,657
+14,686
| +92% | +$214K | ﹤0.01% | 870 |
|
|
2020
Q3 | $199K | Hold |
15,971
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q2 | $203K | Hold |
15,971
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q1 | $188K | Sell |
15,971
-6,501
| -29% | -$76.5K | ﹤0.01% | 1073 |
|
|
2019
Q4 | $360K | Sell |
22,472
-2,542
| -10% | -$40.7K | ﹤0.01% | 1067 |
|
|
2019
Q3 | $372K | Sell |
25,014
-33,342
| -57% | -$496K | ﹤0.01% | 1021 |
|
|
2019
Q2 | $850K | Buy |
58,356
+26,235
| +82% | +$382K | 0.01% | 861 |
|
|
2019
Q1 | $452K | Sell |
32,121
-17,207
| -35% | -$242K | ﹤0.01% | 1002 |
|
|
2018
Q4 | $703K | Sell |
49,328
-25,552
| -34% | -$364K | 0.01% | 806 |
|
|
2018
Q3 | $1.22M | Sell |
74,880
-480,750
| -87% | -$7.81M | 0.01% | 723 |
|
|
2018
Q2 | $9.26M | Buy |
555,630
+21,885
| +4% | +$365K | 0.07% | 317 |
|
|
2018
Q1 | $10.2M | Buy |
533,745
+47,778
| +10% | +$912K | 0.08% | 285 |
|
|
2017
Q4 | $8.33M | Buy |
485,967
+28,232
| +6% | +$484K | 0.07% | 320 |
|
|
2017
Q3 | $8.13M | Buy |
457,735
+181,267
| +66% | +$3.22M | 0.07% | 311 |
|
|
2017
Q2 | $4.4M | Sell |
276,468
-6,769
| -2% | -$108K | 0.04% | 406 |
|
|
2017
Q1 | $4.01M | Buy |
283,237
+1,596
| +0.6% | +$22.6K | 0.04% | 412 |
|
|
2016
Q4 | $3.54M | Buy |
281,641
+249,965
| +789% | +$3.14M | 0.03% | 444 |
|
|
2016
Q3 | $362K | Sell |
31,676
-1,934
| -6% | -$22.1K | ﹤0.01% | 1028 |
|
|
2016
Q2 | $403K | Buy |
33,610
+1,834
| +6% | +$22K | ﹤0.01% | 966 |
|
|
2016
Q1 | $493K | Buy |
31,776
+70
| +0.2% | +$1.09K | 0.01% | 884 |
|
|
2015
Q4 | $446K | Sell |
31,706
-10,293
| -25% | -$145K | 0.01% | 914 |
|
|
2015
Q3 | $695K | Sell |
41,999
-1,089
| -3% | -$18K | 0.01% | 800 |
|
|
2015
Q2 | $918K | Buy |
43,088
+1,665
| +4% | +$35.5K | 0.01% | 741 |
|
|
2015
Q1 | $865K | Buy |
41,423
+53
| +0.1% | +$1.11K | 0.01% | 759 |
|
|
2014
Q4 | $918K | Buy |
+41,370
| New | +$918K | 0.01% | 670 |
|
|
2014
Q2 | – | Sell |
-19,571
| Closed | -$389K | – | 784 |
|
|
2014
Q1 | $389K | Buy |
19,571
+3,291
| +20% | +$65.4K | 0.01% | 702 |
|
|
2013
Q4 | $380K | Sell |
16,280
-4,638
| -22% | -$108K | 0.01% | 476 |
|
|
2013
Q3 | $414K | Buy |
20,918
+26
| +0.1% | +$515 | 0.01% | 488 |
|
|
2013
Q2 | $454K | Buy |
+20,892
| New | +$454K | 0.01% | 524 |
|