Commonwealth Equity Services’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 | $331K | Sell |
3,417
-241
| -7% | -$23.3K | ﹤0.01% | 3499 |
|
2025
Q1 | $334K | Sell |
3,658
-232
| -6% | -$21.2K | ﹤0.01% | 3402 |
|
2024
Q4 | $303K | Buy |
3,890
+626
| +19% | +$48.8K | ﹤0.01% | 3387 |
|
2024
Q3 | $290K | Sell |
3,264
-906
| -22% | -$80.5K | ﹤0.01% | 3383 |
|
2024
Q2 | $358K | Sell |
4,170
-339
| -8% | -$29.1K | ﹤0.01% | 3137 |
|
2024
Q1 | $438K | Buy |
4,509
+108
| +2% | +$10.5K | ﹤0.01% | 2937 |
|
2023
Q4 | $417K | Buy |
4,401
+524
| +14% | +$49.7K | ﹤0.01% | 2884 |
|
2023
Q3 | $304K | Buy |
3,877
+201
| +5% | +$15.8K | ﹤0.01% | 3028 |
|
2023
Q2 | $306K | Sell |
3,676
-89
| -2% | -$7.41K | ﹤0.01% | 3043 |
|
2023
Q1 | $302 | Buy |
+3,765
| New | +$302 | ﹤0.01% | 2966 |
|
2022
Q4 | – | Sell |
-5,728
| Closed | -$334K | – | 3751 |
|
2022
Q3 | $334K | Sell |
5,728
-7,604
| -57% | -$443K | ﹤0.01% | 2738 |
|
2022
Q2 | $737K | Buy |
13,332
+546
| +4% | +$30.2K | ﹤0.01% | 2130 |
|
2022
Q1 | $702K | Buy |
12,786
+2,026
| +19% | +$111K | ﹤0.01% | 2262 |
|
2021
Q4 | $589K | Buy |
10,760
+4,414
| +70% | +$242K | ﹤0.01% | 2390 |
|
2021
Q3 | $357K | Buy |
6,346
+2,294
| +57% | +$129K | ﹤0.01% | 2759 |
|
2021
Q2 | $214K | Buy |
+4,052
| New | +$214K | ﹤0.01% | 3216 |
|