Venturi Wealth Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,203
| Closed | -$17.2K | – | 623 |
|
|
2024
Q4 | $17.2K | Sell |
1,203
-13,382
| -92% | -$191K | ﹤0.01% | 1294 |
|
|
2024
Q3 | $239K | Sell |
14,585
-405
| -3% | -$6.63K | 0.01% | 423 |
|
|
2024
Q2 | $255K | Sell |
14,990
-189
| -1% | -$3.21K | 0.02% | 370 |
|
|
2024
Q1 | $283K | Buy |
15,179
+104
| +0.7% | +$1.94K | 0.02% | 319 |
|
|
2023
Q4 | $279K | Sell |
15,075
-503
| -3% | -$9.32K | 0.02% | 321 |
|
|
2023
Q3 | $270K | Sell |
15,578
-191
| -1% | -$3.31K | 0.02% | 304 |
|
|
2023
Q2 | $341K | Buy |
15,769
+30
| +0.2% | +$649 | 0.03% | 255 |
|
|
2023
Q1 | $331K | Buy |
15,739
+502
| +3% | +$10.6K | 0.03% | 268 |
|
|
2022
Q4 | $277K | Sell |
15,237
-1,713
| -10% | -$31.2K | 0.02% | 289 |
|
|
2022
Q3 | $279K | Sell |
16,950
-739
| -4% | -$12.2K | 0.03% | 269 |
|
|
2022
Q2 | $361K | Buy |
17,689
+36
| +0.2% | +$735 | 0.03% | 252 |
|
|
2022
Q1 | $374K | Buy |
17,653
+793
| +5% | +$16.8K | 0.03% | 266 |
|
|
2021
Q4 | $356K | Buy |
+16,860
| New | +$356K | 0.03% | 273 |
|