Focus Partners 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 | $440K | Buy |
4,553
+1,962
| +76% | +$190K | ﹤0.01% | 1498 |
|
|
2025
Q1 | $237K | Sell |
2,591
-1,694
| -40% | -$155K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $334K | Buy |
+4,285
| New | +$334K | ﹤0.01% | 1491 |
|
|
2024
Q2 | – | Sell |
-2,241
| Closed | -$218K | – | 1251 |
|
|
2024
Q1 | $218K | Buy |
+2,241
| New | +$218K | ﹤0.01% | 911 |
|