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Confluence Investment Management’s Betterware México BWMX Stock Holding History

Confluence Investment Management’s Portfolio BWMX Stock Details BWMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
12,096
+1,768
+17% +$31K ﹤0.01% 278
2026
Q1 		$174K Buy
+10,328
New +$181K ﹤0.01% 278
2025
Q2 		– Sell
-10,600
Closed -$121K – 291
2025
Q1 		$121K Sell
10,600
-487
-4% -$5.53K ﹤0.01% 292
2024
Q4 		$124K Hold
11,087
– – ﹤0.01% 294
2024
Q3 		$141K Buy
11,087
+103
+0.9% +$1.44K ﹤0.01% 295
2024
Q2 		$160K Sell
10,984
-186
-2% -$3.22K ﹤0.01% 293
2024
Q1 		$223K Buy
+11,170
New +$172K ﹤0.01% 283

Other funds holding BWMX

QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Confluence Investment Management's BWMX Position: Q2 2026 in Review

Confluence Investment Management increased its Betterware México (BWMX) stake by 17% in Q2 2026, buying an estimated $31K and bringing the position to 12,096 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Confluence Investment Management first reported a position in BWMX in Q1 2024 and has held it in 7 quarters since. The position peaked at $223K in Q1 2024. 3 funds tracked by Wall St. Rank hold BWMX as of Q2 2026.

  • Confluence Investment Management held 12,096 shares of Betterware México worth $218K as of Q2 2026.
  • Confluence Investment Management bought 1,768 Betterware México shares in Q2 2026, an estimated $31K.
  • Betterware México made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #278 holding.
  • Confluence Investment Management first reported a position in Betterware México in Q1 2024 and has held it in 7 quarters since.
  • Confluence Investment Management's Betterware México position peaked at $223K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Betterware México as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.