EverSource Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Buy |
923
+601
| +187% | +$58.1K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $29.4K | Buy |
322
+10
| +3% | +$913 | ﹤0.01% | 1489 |
|
|
2024
Q4 | $24.3K | Sell |
312
-186
| -37% | -$14.5K | ﹤0.01% | 1519 |
|
|
2024
Q3 | $44.2K | Buy |
498
+84
| +20% | +$7.46K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $37.5K | Buy |
414
+45
| +12% | +$4.07K | ﹤0.01% | 1231 |
|
|
2024
Q1 | $36.5K | Buy |
369
+47
| +15% | +$4.66K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $30.5K | Buy |
322
+56
| +21% | +$5.3K | ﹤0.01% | 1084 |
|
|
2023
Q3 | $20.9K | Sell |
266
-12
| -4% | -$941 | ﹤0.01% | 1111 |
|
|
2023
Q2 | $23.2K | Buy |
278
+161
| +138% | +$13.4K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $9.42K | Hold |
117
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q4 | $7.94K | Buy |
117
+14
| +14% | +$950 | ﹤0.01% | 1417 |
|
|
2022
Q3 | $6K | Buy |
103
+12
| +13% | +$699 | ﹤0.01% | 1298 |
|
|
2022
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 1267 |
|
|
2022
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 1259 |
|
|
2021
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 1263 |
|