Beverly Hills Private Wealth’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,234
| Closed | -$217K | – | 354 |
|
|
2024
Q1 | $217K | Sell |
2,234
-3,299
| -60% | -$321K | 0.05% | 331 |
|
|
2023
Q4 | $524K | Sell |
5,533
-286
| -5% | -$27.1K | 0.14% | 160 |
|
|
2023
Q3 | $456K | Sell |
5,819
-6,147
| -51% | -$482K | 0.14% | 159 |
|
|
2023
Q2 | $970K | Buy |
11,966
+4,989
| +72% | +$404K | 0.16% | 144 |
|
|
2023
Q1 | $561K | Buy |
+6,977
| New | +$561K | 0.17% | 132 |
|