HighTower Advisors’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 | $990K | Buy |
10,239
+2,010
| +24% | +$194K | ﹤0.01% | 2013 |
|
|
2025
Q1 | $751K | Buy |
8,229
+3,900
| +90% | +$356K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $337K | Sell |
4,329
-515
| -11% | -$40.1K | ﹤0.01% | 2780 |
|
|
2024
Q3 | $428K | Buy |
4,844
+1,464
| +43% | +$129K | ﹤0.01% | 2521 |
|
|
2024
Q2 | $287K | Buy |
3,380
+135
| +4% | +$11.5K | ﹤0.01% | 2730 |
|
|
2024
Q1 | $316K | Sell |
3,245
-450
| -12% | -$43.8K | ﹤0.01% | 2628 |
|
|
2023
Q4 | $350K | Buy |
3,695
+82
| +2% | +$7.77K | ﹤0.01% | 2577 |
|
|
2023
Q3 | $283K | Sell |
3,613
-84
| -2% | -$6.58K | ﹤0.01% | 2632 |
|
|
2023
Q2 | $307K | Buy |
3,697
+165
| +5% | +$13.7K | ﹤0.01% | 2535 |
|
|
2023
Q1 | $282K | Buy |
3,532
+138
| +4% | +$11K | ﹤0.01% | 2489 |
|
|
2022
Q4 | $231K | Buy |
+3,394
| New | +$231K | ﹤0.01% | 2636 |
|
|
2021
Q4 | – | Sell |
-23,846
| Closed | -$1.35M | – | 3093 |
|
|
2021
Q3 | $1.35M | Buy |
+23,846
| New | +$1.35M | ﹤0.01% | 1488 |
|
|
2020
Q3 | – | Sell |
-11,859
| Closed | -$519K | – | 2366 |
|
|
2020
Q2 | $519K | Buy |
+11,859
| New | +$519K | ﹤0.01% | 1433 |
|