Corient Private Wealth’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 | $1.12M | Sell |
11,589
-292
| -2% | -$28.3K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $1.09M | Sell |
11,881
-4,987
| -30% | -$455K | ﹤0.01% | 1236 |
|
|
2024
Q4 | $1.31M | Buy |
16,868
+8,685
| +106% | +$677K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $726K | Sell |
8,183
-7,026
| -46% | -$623K | ﹤0.01% | 1532 |
|
|
2024
Q2 | $1.31M | Sell |
15,209
-312
| -2% | -$26.8K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $1.51M | Buy |
15,521
+22
| +0.1% | +$2.14K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $1.47M | Buy |
15,499
+187
| +1% | +$17.7K | ﹤0.01% | 1134 |
|
|
2023
Q3 | $1.2M | Buy |
15,312
+98
| +0.6% | +$7.69K | ﹤0.01% | 1127 |
|
|
2023
Q2 | $1.27M | Sell |
15,214
-71
| -0.5% | -$5.92K | ﹤0.01% | 1065 |
|
|
2023
Q1 | $1.23M | Buy |
15,285
+10,080
| +194% | +$811K | ﹤0.01% | 1007 |
|
|
2022
Q4 | $353K | Buy |
+5,205
| New | +$353K | ﹤0.01% | 1268 |
|