BFWM
Bright Futures Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $805K | Sell |
8,354
-3,567
| -30% | -$344K | 0.88% | 38 |
|
|
2024
Q4 | $942K | Sell |
11,921
-1,294
| -10% | -$102K | 0.84% | 41 |
|
|
2024
Q3 | $1.12M | Buy |
13,215
+4,056
| +44% | +$344K | 0.54% | 54 |
|
|
2024
Q2 | $802K | Buy |
9,159
+2,158
| +31% | +$189K | 0.43% | 72 |
|
|
2024
Q1 | $594K | Buy |
+7,001
| New | +$594K | 0.32% | 87 |
|