Avantax Advisory Services’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
13,276
+521
| +4% | +$50.4K | 0.01% | 1009 |
|
|
2025
Q1 | $1.16M | Buy |
12,755
+779
| +7% | +$71.1K | 0.01% | 1007 |
|
|
2024
Q4 | $933K | Buy |
11,976
+212
| +2% | +$16.5K | 0.01% | 1066 |
|
|
2024
Q3 | $1.04M | Sell |
11,764
-1,025
| -8% | -$90.9K | 0.01% | 998 |
|
|
2024
Q2 | $1.1M | Buy |
12,789
+1,396
| +12% | +$120K | 0.01% | 929 |
|
|
2024
Q1 | $1.11M | Buy |
11,393
+418
| +4% | +$40.6K | 0.01% | 708 |
|
|
2023
Q4 | $1.04M | Buy |
10,975
+592
| +6% | +$56K | 0.01% | 698 |
|
|
2023
Q3 | $814K | Buy |
10,383
+1,664
| +19% | +$131K | 0.01% | 757 |
|
|
2023
Q2 | $726K | Buy |
8,719
+2,079
| +31% | +$173K | 0.01% | 796 |
|
|
2023
Q1 | $534K | Buy |
6,640
+175
| +3% | +$14.1K | 0.01% | 884 |
|
|
2022
Q4 | $439K | Buy |
+6,465
| New | +$439K | 0.01% | 926 |
|