WhitTier Trust Company’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,486
| Closed | -$771K | – | 1358 |
|
|
2025
Q2 | $771K | Buy |
7,486
+3,127
| +72% | +$323K | 0.02% | 341 |
|
|
2025
Q1 | $425K | Buy |
4,359
+1,077
| +33% | +$97.5K | 0.01% | 413 |
|
|
2024
Q4 | $281K | Buy |
3,282
+803
| +32% | +$74.5K | 0.01% | 454 |
|
|
2024
Q3 | $245K | Buy |
2,479
+204
| +9% | +$22K | 0.01% | 451 |
|
|
2024
Q2 | $245K | Buy |
2,275
+449
| +25% | +$52.5K | 0.01% | 441 |
|
|
2024
Q1 | $238K | Buy |
1,826
+325
| +22% | +$42.4K | 0.01% | 447 |
|
|
2023
Q4 | $196K | Buy |
1,501
+39
| +3% | +$4.64K | 0.01% | 464 |
|
|
2023
Q3 | $160K | Buy |
1,462
+162
| +12% | +$18K | 0.01% | 477 |
|
|
2023
Q2 | $144K | Hold |
1,300
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $124K | Sell |
1,300
-100
| -7% | -$8.75K | ﹤0.01% | 523 |
|
|
2022
Q4 | $109K | Hold |
1,400
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $88K | Hold |
1,400
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $94K | Hold |
1,400
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $116K | Sell |
1,400
-500
| -26% | -$39.4K | ﹤0.01% | 546 |
|
|
2021
Q4 | $148K | Sell |
1,900
-700
| -27% | -$54.8K | 0.01% | 506 |
|
|
2021
Q3 | $225K | Hold |
2,600
| – | – | 0.01% | 441 |
|
|
2021
Q2 | $220K | Hold |
2,600
| – | – | 0.01% | 446 |
|
|
2021
Q1 | $196K | Hold |
2,600
| – | – | 0.01% | 449 |
|
|
2020
Q4 | $197K | Hold |
2,600
| – | – | 0.01% | 431 |
|
|
2020
Q3 | $146K | Sell |
2,600
-500
| -16% | -$29.2K | 0.01% | 455 |
|
|
2020
Q2 | $192K | Sell |
3,100
-220
| -7% | -$14K | 0.01% | 404 |
|
|
2020
Q1 | $201K | Sell |
3,320
-280
| -8% | -$23.7K | 0.02% | 388 |
|
|
2019
Q4 | $340K | Hold |
3,600
| – | – | 0.02% | 347 |
|
|
2019
Q3 | $330K | Sell |
3,600
-200
| -5% | -$18.4K | 0.02% | 347 |
|
|
2019
Q2 | $368K | Sell |
3,800
-200
| -5% | -$19.4K | 0.03% | 325 |
|
|
2019
Q1 | $369K | Sell |
4,000
-500
| -11% | -$45.6K | 0.03% | 315 |
|
|
2018
Q4 | $387K | Sell |
4,500
-200
| -4% | -$17.8K | 0.03% | 294 |
|
|
2018
Q3 | $465K | Hold |
4,700
| – | – | 0.03% | 278 |
|
|
2018
Q2 | $413K | Sell |
4,700
-700
| -13% | -$61.8K | 0.03% | 286 |
|
|
2018
Q1 | $494K | Buy |
5,400
+700
| +15% | +$65.6K | 0.04% | 264 |
|
|
2017
Q4 | $441K | Sell |
4,700
-625
| -12% | -$57K | 0.04% | 264 |
|
|
2017
Q3 | $509K | Hold |
5,325
| – | – | 0.05% | 252 |
|
|
2017
Q2 | $524K | Sell |
5,325
-275
| -5% | -$25.6K | 0.05% | 246 |
|
|
2017
Q1 | $496K | Sell |
5,600
-300
| -5% | -$24.4K | 0.05% | 247 |
|
|
2016
Q4 | $449K | Sell |
5,900
-200
| -3% | -$17.1K | 0.05% | 245 |
|
|
2016
Q3 | $561K | Sell |
6,100
-700
| -10% | -$64.5K | 0.06% | 223 |
|
|
2016
Q2 | $628K | Sell |
6,800
-50
| -0.7% | -$4.57K | 0.07% | 221 |
|
|
2016
Q1 | $659K | Hold |
6,850
| – | – | 0.08% | 214 |
|
|
2015
Q4 | $632K | Buy |
6,850
+100
| +1% | +$9.61K | 0.07% | 218 |
|
|
2015
Q3 | $603K | Hold |
6,750
| – | – | 0.07% | 225 |
|
|
2015
Q2 | $602K | Sell |
6,750
-500
| -7% | -$46.4K | 0.07% | 234 |
|
|
2015
Q1 | $678K | Hold |
7,250
| – | – | 0.08% | 223 |
|
|
2014
Q4 | $639K | Sell |
7,250
-100
| -1% | -$9.16K | 0.07% | 226 |
|
|
2014
Q3 | $676K | Hold |
7,350
| – | – | 0.08% | 221 |
|
|
2014
Q2 | $689K | Hold |
7,350
| – | – | 0.08% | 217 |
|
|
2014
Q1 | $685K | Buy |
7,350
+325
| +5% | +$29.1K | 0.08% | 206 |
|
|
2013
Q4 | $688K | Sell |
7,025
-1,075
| -13% | -$101K | 0.08% | 199 |
|
|
2013
Q3 | $786K | Sell |
8,100
-284
| -3% | -$28.5K | 0.11% | 174 |
|
|
2013
Q2 | $865K | Buy |
+8,384
| New | +$933K | 0.12% | 156 |
|
Other funds holding FMX
HL
N
AP