Wealthspire Advisors (New York)’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 | $200K | Sell |
11,146
-1,880
| -14% | -$33.7K | ﹤0.01% | 800 |
|
|
2025
Q1 | $185K | Hold |
13,026
| – | – | ﹤0.01% | 748 |
|
|
2024
Q4 | $186K | Sell |
13,026
-1,419
| -10% | -$20.3K | ﹤0.01% | 751 |
|
|
2024
Q3 | $236K | Buy |
14,445
+789
| +6% | +$12.9K | ﹤0.01% | 675 |
|
|
2024
Q2 | $232K | Buy |
13,656
+1,880
| +16% | +$32K | ﹤0.01% | 591 |
|
|
2024
Q1 | $220K | Hold |
11,776
| – | – | ﹤0.01% | 581 |
|
|
2023
Q4 | $218K | Hold |
11,776
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $204K | Hold |
11,776
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $255K | Sell |
11,776
-1,905
| -14% | -$41.2K | ﹤0.01% | 481 |
|
|
2023
Q1 | $288K | Sell |
13,681
-1,569
| -10% | -$33K | ﹤0.01% | 450 |
|
|
2022
Q4 | $278K | Buy |
15,250
+1,363
| +10% | +$24.8K | 0.01% | 471 |
|
|
2022
Q3 | $229K | Buy |
13,887
+269
| +2% | +$4.44K | ﹤0.01% | 454 |
|
|
2022
Q2 | $278K | Hold |
13,618
| – | – | 0.01% | 414 |
|
|
2022
Q1 | $288K | Sell |
13,618
-1,322
| -9% | -$28K | 0.01% | 354 |
|
|
2021
Q4 | $315K | Buy |
14,940
+743
| +5% | +$15.7K | 0.01% | 407 |
|
|
2021
Q3 | $251K | Sell |
14,197
-125
| -0.9% | -$2.21K | 0.01% | 493 |
|
|
2021
Q2 | $215K | Buy |
14,322
+103
| +0.7% | +$1.55K | 0.01% | 347 |
|
|
2021
Q1 | $193K | Hold |
14,219
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $207K | Buy |
+14,219
| New | +$207K | 0.01% | 547 |
|
|
2020
Q2 | – | Sell |
-24,064
| Closed | -$283K | – | 292 |
|
|
2020
Q1 | $283K | Buy |
+24,064
| New | +$283K | 0.01% | 398 |
|
|
2019
Q1 | – | Sell |
-637
| Closed | -$9K | – | 88 |
|
|
2018
Q4 | $9K | Buy |
+637
| New | +$9K | ﹤0.01% | 519 |
|