EverSource Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Buy |
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|
2025
Q1 | $29.4K | Buy |
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|
2024
Q4 | $24.3K | Sell |
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|
2024
Q3 | $44.2K | Buy |
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|
2024
Q2 | $37.5K | Buy |
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|
2024
Q1 | $36.5K | Buy |
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|
2023
Q4 | $30.5K | Buy |
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|
2023
Q3 | $20.9K | Sell |
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|
2023
Q2 | $23.2K | Buy |
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|
2023
Q1 | $9.42K | Hold |
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|
2022
Q4 | $7.94K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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