D'Orazio & Associates’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 | $266K | Buy |
2,747
+138
| +5% | +$13.3K | 0.04% | 192 |
|
2025
Q1 | $238K | Buy |
+2,609
| New | +$238K | 0.04% | 198 |
|
2024
Q4 | – | Sell |
-2,908
| Closed | -$258K | – | 250 |
|
2024
Q3 | $258K | Buy |
2,908
+228
| +9% | +$20.2K | 0.04% | 172 |
|
2024
Q2 | $230K | Buy |
2,680
+138
| +5% | +$11.8K | 0.04% | 172 |
|
2024
Q1 | $247K | Buy |
2,542
+23
| +0.9% | +$2.24K | 0.04% | 148 |
|
2023
Q4 | $238K | Buy |
+2,519
| New | +$238K | 0.04% | 138 |
|
2023
Q3 | – | Sell |
-2,401
| Closed | -$200K | – | 164 |
|
2023
Q2 | $200K | Sell |
2,401
-173
| -7% | -$14.4K | 0.05% | 125 |
|
2023
Q1 | $207K | Buy |
+2,574
| New | +$207K | 0.05% | 123 |
|
2021
Q4 | – | Sell |
-35
| Closed | -$2K | – | 422 |
|
2021
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 692 |
|