IFP 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 | $16.3K | Hold |
168
| – | – | ﹤0.01% | 2650 |
|
|
2025
Q1 | $15.3K | Buy |
168
+18
| +12% | +$1.64K | ﹤0.01% | 2409 |
|
|
2024
Q4 | $11.7K | Hold |
150
| – | – | ﹤0.01% | 2469 |
|
|
2024
Q3 | $13.3K | Sell |
150
-5
| -3% | -$444 | ﹤0.01% | 2316 |
|
|
2024
Q2 | $13.3K | Sell |
155
-827
| -84% | -$71K | ﹤0.01% | 2243 |
|
|
2024
Q1 | $95.5K | Buy |
982
+332
| +51% | +$32.3K | ﹤0.01% | 1311 |
|
|
2023
Q4 | $61.5K | Sell |
650
-200
| -24% | -$18.9K | ﹤0.01% | 1459 |
|
|
2023
Q3 | $66.7K | Sell |
850
-1,280
| -60% | -$100K | ﹤0.01% | 1439 |
|
|
2023
Q2 | $177K | Buy |
2,130
+130
| +7% | +$10.8K | 0.01% | 1076 |
|
|
2023
Q1 | $118K | Buy |
2,000
+1,260
| +170% | +$74.1K | 0.01% | 1172 |
|
|
2022
Q4 | $57K | Buy |
740
+316
| +75% | +$24.3K | ﹤0.01% | 2146 |
|
|
2022
Q3 | $38K | Buy |
424
+154
| +57% | +$13.8K | ﹤0.01% | 2586 |
|
|
2022
Q2 | $16K | Hold |
270
| – | – | ﹤0.01% | 3035 |
|
|
2022
Q1 | $16K | Buy |
270
+50
| +23% | +$2.96K | ﹤0.01% | 3035 |
|
|
2021
Q4 | $12K | Hold |
220
| – | – | ﹤0.01% | 2115 |
|
|
2021
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 2144 |
|
|
2021
Q2 | $12K | Sell |
220
-200
| -48% | -$10.9K | ﹤0.01% | 2134 |
|
|
2021
Q1 | $19K | Hold |
420
| – | – | ﹤0.01% | 1868 |
|
|
2020
Q4 | $19K | Buy |
+420
| New | +$19K | ﹤0.01% | 1821 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$12K | – | 3409 |
|
|
2020
Q2 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 1744 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 2901 |
|
|
2018
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 3117 |
|
|
2018
Q2 | – | Sell |
-94
| Closed | -$7K | – | 3922 |
|
|
2018
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 3002 |
|
|
2017
Q4 | $7K | Sell |
94
-314
| -77% | -$23.4K | ﹤0.01% | 2999 |
|
|
2017
Q3 | $31K | Buy |
408
+108
| +36% | +$8.21K | ﹤0.01% | 2290 |
|
|
2017
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 2422 |
|
|
2017
Q1 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 2416 |
|
|
2016
Q4 | – | Sell |
-62
| Closed | -$5K | – | 4027 |
|
|
2016
Q3 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 3223 |
|