Gradient Investments’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
7,627
+1,200
| +19% | +$116K | 0.01% | 254 |
|
|
2025
Q1 | $587K | Buy |
6,427
+81
| +1% | +$7.39K | 0.01% | 224 |
|
|
2024
Q4 | $494K | Buy |
+6,346
| New | +$494K | 0.01% | 224 |
|
|
2024
Q3 | – | Sell |
-11
| Closed | -$944 | – | 868 |
|
|
2024
Q2 | $944 | Hold |
11
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q1 | $1.07K | Buy |
+11
| New | +$1.07K | ﹤0.01% | 899 |
|