Whittier Trust’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
14,950
+3,878
| +35% | +$399K | 0.02% | 323 |
|
|
2025
Q1 | $1.08M | Buy |
11,072
+1,110
| +11% | +$108K | 0.02% | 368 |
|
|
2024
Q4 | $852K | Buy |
9,962
+3,099
| +45% | +$265K | 0.01% | 405 |
|
|
2024
Q3 | $677K | Buy |
6,863
+21
| +0.3% | +$2.07K | 0.01% | 449 |
|
|
2024
Q2 | $737K | Buy |
6,842
+1,011
| +17% | +$109K | 0.01% | 421 |
|
|
2024
Q1 | $760K | Buy |
5,831
+1,562
| +37% | +$203K | 0.01% | 412 |
|
|
2023
Q4 | $556K | Buy |
4,269
+1,137
| +36% | +$148K | 0.01% | 460 |
|
|
2023
Q3 | $342K | Buy |
3,132
+2,472
| +375% | +$270K | 0.01% | 535 |
|
|
2023
Q2 | $73.2K | Hold |
660
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $62.8K | Hold |
660
| – | – | ﹤0.01% | 926 |
|
|
2022
Q4 | $51.6K | Hold |
660
| – | – | ﹤0.01% | 952 |
|
|
2022
Q3 | $41K | Hold |
660
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q2 | $45K | Hold |
660
| – | – | ﹤0.01% | 974 |
|
|
2022
Q1 | $55K | Buy |
660
+40
| +6% | +$3.33K | ﹤0.01% | 949 |
|
|
2021
Q4 | $48K | Sell |
620
-18
| -3% | -$1.39K | ﹤0.01% | 984 |
|
|
2021
Q3 | $55K | Hold |
638
| – | – | ﹤0.01% | 910 |
|
|
2021
Q2 | $54K | Hold |
638
| – | – | ﹤0.01% | 939 |
|
|
2021
Q1 | $48K | Buy |
638
+18
| +3% | +$1.35K | ﹤0.01% | 943 |
|
|
2020
Q4 | $47K | Sell |
620
-35
| -5% | -$2.65K | ﹤0.01% | 867 |
|
|
2020
Q3 | $37K | Buy |
655
+35
| +6% | +$1.98K | ﹤0.01% | 887 |
|
|
2020
Q2 | $38K | Hold |
620
| – | – | ﹤0.01% | 842 |
|
|
2020
Q1 | $38K | Hold |
620
| – | – | ﹤0.01% | 858 |
|
|
2019
Q4 | $59K | Hold |
620
| – | – | ﹤0.01% | 810 |
|
|
2019
Q3 | $57K | Hold |
620
| – | – | ﹤0.01% | 806 |
|
|
2019
Q2 | $60K | Hold |
620
| – | – | ﹤0.01% | 768 |
|
|
2019
Q1 | $57K | Hold |
620
| – | – | ﹤0.01% | 762 |
|
|
2018
Q4 | $53K | Hold |
620
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $61K | Hold |
620
| – | – | ﹤0.01% | 731 |
|
|
2018
Q2 | $54K | Hold |
620
| – | – | ﹤0.01% | 736 |
|
|
2018
Q1 | $57K | Hold |
620
| – | – | ﹤0.01% | 743 |
|
|
2017
Q4 | $58K | Hold |
620
| – | – | ﹤0.01% | 717 |
|
|
2017
Q3 | $59K | Hold |
620
| – | – | ﹤0.01% | 698 |
|
|
2017
Q2 | $61K | Sell |
620
-105
| -14% | -$10.3K | ﹤0.01% | 662 |
|
|
2017
Q1 | $64K | Buy |
725
+105
| +17% | +$9.27K | ﹤0.01% | 661 |
|
|
2016
Q4 | $47K | Hold |
620
| – | – | ﹤0.01% | 723 |
|
|
2016
Q3 | $57K | Hold |
620
| – | – | ﹤0.01% | 671 |
|
|
2016
Q2 | $57K | Hold |
620
| – | – | ﹤0.01% | 690 |
|
|
2016
Q1 | $60K | Hold |
620
| – | – | ﹤0.01% | 687 |
|
|
2015
Q4 | $57K | Hold |
620
| – | – | ﹤0.01% | 701 |
|
|
2015
Q3 | $55K | Hold |
620
| – | – | ﹤0.01% | 695 |
|
|
2015
Q2 | $55K | Buy |
620
+500
| +417% | +$44.4K | ﹤0.01% | 724 |
|
|
2015
Q1 | $11K | Hold |
120
| – | – | ﹤0.01% | 998 |
|
|
2014
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 866 |
|
|
2014
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 847 |
|
|
2014
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 853 |
|
|
2014
Q1 | $11K | Hold |
120
| – | – | ﹤0.01% | 874 |
|
|
2013
Q4 | $12K | Hold |
120
| – | – | ﹤0.01% | 869 |
|
|
2013
Q3 | $12K | Hold |
120
| – | – | ﹤0.01% | 870 |
|
|
2013
Q2 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 860 |
|