Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,103
| Closed | -$393K | – | 543 |
|
|
2024
Q2 | $393K | Hold |
23,103
| – | – | ﹤0.01% | 374 |
|
|
2024
Q1 | $431K | Hold |
23,103
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $428K | Hold |
23,103
| – | – | 0.01% | 370 |
|
|
2023
Q3 | $400K | Hold |
23,103
| – | – | 0.01% | 375 |
|
|
2023
Q2 | $500K | Hold |
23,103
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $486K | Hold |
23,103
| – | – | 0.01% | 373 |
|
|
2022
Q4 | $420K | Hold |
23,103
| – | – | 0.01% | 388 |
|
|
2022
Q3 | $381K | Sell |
23,103
-2,983
| -11% | -$49.2K | 0.01% | 405 |
|
|
2022
Q2 | $533K | Buy |
+26,086
| New | +$533K | 0.01% | 350 |
|