Whittier Trust’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 | $380K | Buy |
21,198
+582
| +3% | +$10.4K | ﹤0.01% | 533 |
|
|
2025
Q1 | $293K | Hold |
20,616
| – | – | ﹤0.01% | 577 |
|
|
2024
Q4 | $295K | Sell |
20,616
-1,175
| -5% | -$16.8K | ﹤0.01% | 590 |
|
|
2024
Q3 | $356K | Sell |
21,791
-24,985
| -53% | -$409K | ﹤0.01% | 564 |
|
|
2024
Q2 | $795K | Sell |
46,776
-558
| -1% | -$9.49K | 0.01% | 407 |
|
|
2024
Q1 | $883K | Buy |
47,334
+2,628
| +6% | +$49K | 0.01% | 379 |
|
|
2023
Q4 | $828K | Sell |
44,706
-481
| -1% | -$8.91K | 0.01% | 388 |
|
|
2023
Q3 | $782K | Buy |
45,187
+1,723
| +4% | +$29.8K | 0.01% | 386 |
|
|
2023
Q2 | $940K | Buy |
43,464
+3,883
| +10% | +$84K | 0.02% | 361 |
|
|
2023
Q1 | $833K | Buy |
39,581
+5,228
| +15% | +$110K | 0.02% | 377 |
|
|
2022
Q4 | $625K | Sell |
34,353
-917
| -3% | -$16.7K | 0.01% | 427 |
|
|
2022
Q3 | $581K | Sell |
35,270
-2,927
| -8% | -$48.2K | 0.01% | 427 |
|
|
2022
Q2 | $781K | Buy |
38,197
+10,293
| +37% | +$210K | 0.02% | 389 |
|
|
2022
Q1 | $590K | Sell |
27,904
-7,157
| -20% | -$151K | 0.01% | 460 |
|
|
2021
Q4 | $740K | Sell |
35,061
-1,474
| -4% | -$31.1K | 0.01% | 425 |
|
|
2021
Q3 | $645K | Sell |
36,535
-17,672
| -33% | -$312K | 0.01% | 425 |
|
|
2021
Q2 | $813K | Sell |
54,207
-1,341
| -2% | -$20.1K | 0.01% | 404 |
|
|
2021
Q1 | $755K | Sell |
55,548
-1,794
| -3% | -$24.4K | 0.01% | 415 |
|
|
2020
Q4 | $833K | Sell |
57,342
-4,299
| -7% | -$62.5K | 0.02% | 356 |
|
|
2020
Q3 | $770K | Buy |
61,641
+15,226
| +33% | +$190K | 0.02% | 359 |
|
|
2020
Q2 | $589K | Sell |
46,415
-53,571
| -54% | -$680K | 0.02% | 377 |
|
|
2020
Q1 | $1.18M | Sell |
99,986
-8,102
| -7% | -$95.5K | 0.04% | 272 |
|
|
2019
Q4 | $1.73M | Sell |
108,088
-3,853
| -3% | -$61.6K | 0.05% | 246 |
|
|
2019
Q3 | $1.66M | Buy |
111,941
+531
| +0.5% | +$7.89K | 0.05% | 244 |
|
|
2019
Q2 | $1.62M | Sell |
111,410
-1,327
| -1% | -$19.3K | 0.05% | 249 |
|
|
2019
Q1 | $1.61M | Sell |
112,737
-11,511
| -9% | -$164K | 0.05% | 248 |
|
|
2018
Q4 | $1.77M | Sell |
124,248
-9,589
| -7% | -$137K | 0.06% | 226 |
|
|
2018
Q3 | $2.15M | Sell |
133,837
-2,138
| -2% | -$34.3K | 0.07% | 220 |
|
|
2018
Q2 | $2.26M | Sell |
135,975
-4,793
| -3% | -$79.8K | 0.07% | 213 |
|
|
2018
Q1 | $2.69M | Sell |
140,768
-1,999
| -1% | -$38.2K | 0.09% | 196 |
|
|
2017
Q4 | $2.45M | Sell |
142,767
-23,621
| -14% | -$405K | 0.09% | 198 |
|
|
2017
Q3 | $2.95M | Buy |
166,388
+548
| +0.3% | +$9.73K | 0.11% | 178 |
|
|
2017
Q2 | $2.64M | Sell |
165,840
-993
| -0.6% | -$15.8K | 0.1% | 186 |
|
|
2017
Q1 | $2.36M | Sell |
166,833
-10,978
| -6% | -$156K | 0.1% | 191 |
|
|
2016
Q4 | $2.23M | Buy |
177,811
+170,285
| +2,263% | +$2.14M | 0.1% | 187 |
|
|
2016
Q3 | $86K | Hold |
7,526
| – | – | ﹤0.01% | 603 |
|
|
2016
Q2 | $92K | Sell |
7,526
-210
| -3% | -$2.57K | ﹤0.01% | 604 |
|
|
2016
Q1 | $120K | Sell |
7,736
-5,828
| -43% | -$90.4K | 0.01% | 545 |
|
|
2015
Q4 | $191K | Buy |
13,564
+28
| +0.2% | +$394 | 0.01% | 469 |
|
|
2015
Q3 | $224K | Buy |
13,536
+1,632
| +14% | +$27K | 0.01% | 437 |
|
|
2015
Q2 | $253K | Hold |
11,904
| – | – | 0.01% | 443 |
|
|
2015
Q1 | $243K | Buy |
11,904
+5,718
| +92% | +$117K | 0.01% | 444 |
|
|
2014
Q4 | $137K | Hold |
6,186
| – | – | 0.01% | 498 |
|
|
2014
Q3 | $155K | Hold |
6,186
| – | – | 0.01% | 463 |
|
|
2014
Q2 | $129K | Hold |
6,186
| – | – | 0.01% | 493 |
|
|
2014
Q1 | $123K | Hold |
6,186
| – | – | 0.01% | 509 |
|
|
2013
Q4 | $144K | Hold |
6,186
| – | – | 0.01% | 486 |
|
|
2013
Q3 | $123K | Hold |
6,186
| – | – | 0.01% | 513 |
|
|
2013
Q2 | $134K | Buy |
+6,186
| New | +$134K | 0.01% | 483 |
|