Carson Wealth (CWM LLC)’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
722
+119
| +20% | +$11.5K | ﹤0.01% | 3008 |
|
|
2025
Q1 | $55K | Sell |
603
-131
| -18% | -$11.9K | ﹤0.01% | 2898 |
|
|
2024
Q4 | $57K | Sell |
734
-437
| -37% | -$33.9K | ﹤0.01% | 2702 |
|
|
2024
Q3 | $104K | Buy |
1,171
+318
| +37% | +$28.2K | ﹤0.01% | 2173 |
|
|
2024
Q2 | $73K | Buy |
853
+284
| +50% | +$24.3K | ﹤0.01% | 2201 |
|
|
2024
Q1 | $55K | Buy |
569
+256
| +82% | +$24.7K | ﹤0.01% | 2228 |
|
|
2023
Q4 | $30K | Sell |
313
-11
| -3% | -$1.05K | ﹤0.01% | 2512 |
|
|
2023
Q3 | $25K | Buy |
324
+124
| +62% | +$9.57K | ﹤0.01% | 2525 |
|
|
2023
Q2 | $17K | Buy |
200
+12
| +6% | +$1.02K | ﹤0.01% | 2744 |
|
|
2023
Q1 | $15K | Buy |
188
+120
| +176% | +$9.57K | ﹤0.01% | 2693 |
|
|
2022
Q4 | $5K | Buy |
68
+55
| +423% | +$4.04K | ﹤0.01% | 3187 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 3669 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 3554 |
|
|
2022
Q1 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 3343 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3551 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2934 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3091 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$1K | – | 1922 |
|
|
2018
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1539 |
|