Atria Wealth Solutions’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,243
| Closed | -$296K | – | 1715 |
|
|
2025
Q1 | $296K | Sell |
3,243
-509
| -14% | -$46.5K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $292K | Buy |
3,752
+6
| +0.2% | +$467 | ﹤0.01% | 1538 |
|
|
2024
Q3 | $332K | Buy |
3,746
+1,161
| +45% | +$103K | ﹤0.01% | 1440 |
|
|
2024
Q2 | $222K | Buy |
2,585
+215
| +9% | +$18.5K | ﹤0.01% | 1677 |
|
|
2024
Q1 | $230K | Buy |
+2,370
| New | +$230K | ﹤0.01% | 1715 |
|