Global Retirement Partners’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 | $26.2K | Buy |
+271
| New | +$26.2K | ﹤0.01% | 2140 |
|
|
2024
Q4 | $18.5K | Sell |
238
-8
| -3% | -$623 | ﹤0.01% | 2125 |
|
|
2024
Q3 | $21.8K | Buy |
246
+122
| +98% | +$10.8K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $10.6K | Buy |
124
+119
| +2,380% | +$10.2K | ﹤0.01% | 2294 |
|
|
2024
Q1 | $486 | Hold |
5
| – | – | ﹤0.01% | 3130 |
|
|
2023
Q4 | $457 | Hold |
5
| – | – | ﹤0.01% | 3104 |
|
|
2023
Q3 | $381 | Hold |
5
| – | – | ﹤0.01% | 3028 |
|
|
2023
Q2 | $417 | Hold |
5
| – | – | ﹤0.01% | 2983 |
|
|
2023
Q1 | $430 | Hold |
5
| – | – | ﹤0.01% | 2954 |
|
|
2022
Q4 | $339 | Hold |
5
| – | – | ﹤0.01% | 2838 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2844 |
|
|
2020
Q1 | – | Sell |
-605
| Closed | -$37K | – | 1636 |
|
|
2019
Q4 | $37K | Hold |
605
| – | – | 0.01% | 725 |
|
|
2019
Q3 | $37K | Hold |
605
| – | – | 0.01% | 701 |
|
|
2019
Q2 | $38K | Sell |
605
-25
| -4% | -$1.57K | 0.01% | 679 |
|
|
2019
Q1 | $42K | Buy |
+630
| New | +$42K | 0.01% | 586 |
|