Bell Investment Advisors’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 | $2.9K | Hold |
30
| – | – | ﹤0.01% | 1208 |
|
2025
Q1 | $2.74K | Buy |
30
+20
| +200% | +$1.83K | ﹤0.01% | 1183 |
|
2024
Q4 | $779 | Hold |
10
| – | – | ﹤0.01% | 1658 |
|
2024
Q3 | $888 | Sell |
10
-6
| -38% | -$533 | ﹤0.01% | 1629 |
|
2024
Q2 | $1.37K | Sell |
16
-6
| -27% | -$515 | ﹤0.01% | 1505 |
|
2024
Q1 | $2.14K | Buy |
22
+6
| +38% | +$583 | ﹤0.01% | 1330 |
|
2023
Q4 | $1.52K | Sell |
16
-2
| -11% | -$189 | ﹤0.01% | 1442 |
|
2023
Q3 | $1.41K | Buy |
18
+2
| +13% | +$157 | ﹤0.01% | 1438 |
|
2023
Q2 | $1.33K | Buy |
16
+6
| +60% | +$500 | ﹤0.01% | 1484 |
|
2023
Q1 | $805 | Hold |
10
| – | – | ﹤0.01% | 1640 |
|
2022
Q4 | $679 | Hold |
10
| – | – | ﹤0.01% | 1688 |
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1459 |
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1480 |
|
2021
Q4 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 694 |
|