Capital Advisors Wealth Management’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 | $862K | Buy |
8,912
+420
| +5% | +$40.6K | 0.14% | 77 |
|
|
2025
Q1 | $775K | Sell |
8,492
-132
| -2% | -$12.1K | 0.14% | 79 |
|
|
2024
Q4 | $672K | Sell |
8,624
-597
| -6% | -$46.5K | 0.12% | 82 |
|
|
2024
Q3 | $818K | Buy |
9,221
+655
| +8% | +$58.1K | 0.15% | 73 |
|
|
2024
Q2 | $735K | Buy |
8,566
+3,390
| +65% | +$291K | 0.15% | 68 |
|
|
2024
Q1 | $503K | Buy |
5,176
+2,786
| +117% | +$271K | 0.1% | 86 |
|
|
2023
Q4 | $226K | Buy |
+2,390
| New | +$226K | 0.05% | 133 |
|