Capital Wealth Planning’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
Q1 | – | Sell |
-18,836
| Closed | -$1.47M | – | 152 |
|
|
2024
Q4 | $1.47M | Sell |
18,836
-3,318
| -15% | -$258K | 0.01% | 86 |
|
|
2024
Q3 | $1.97M | Buy |
22,154
+1,586
| +8% | +$141K | 0.02% | 77 |
|
|
2024
Q2 | $1.77M | Buy |
20,568
+445
| +2% | +$38.2K | 0.02% | 77 |
|
|
2024
Q1 | $1.96M | Buy |
20,123
+1,869
| +10% | +$182K | 0.02% | 66 |
|
|
2023
Q4 | $1.73M | Buy |
18,254
+2,300
| +14% | +$218K | 0.02% | 62 |
|
|
2023
Q3 | $1.25M | Buy |
15,954
+7,843
| +97% | +$615K | 0.02% | 51 |
|
|
2023
Q2 | $676K | Sell |
8,111
-3,253
| -29% | -$271K | 0.01% | 73 |
|
|
2023
Q1 | $914K | Buy |
+11,364
| New | +$914K | 0.01% | 54 |
|