JFS Wealth 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 | $2.71K | Hold |
28
| – | – | ﹤0.01% | 1304 |
|
|
2025
Q1 | $2.56K | Hold |
28
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q4 | $2.18K | Hold |
28
| – | – | ﹤0.01% | 1441 |
|
|
2024
Q3 | $2.49K | Hold |
28
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q2 | $2.4K | Hold |
28
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q1 | $2.72K | Hold |
28
| – | – | ﹤0.01% | 1330 |
|
|
2023
Q4 | $2.65K | Hold |
28
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q3 | $2.2K | Hold |
28
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q2 | $2.33K | Hold |
28
| – | – | ﹤0.01% | 1325 |
|
|
2023
Q1 | $2.25K | Hold |
28
| – | – | ﹤0.01% | 1314 |
|
|
2022
Q4 | $1.9K | Sell |
28
-529
| -95% | -$35.9K | ﹤0.01% | 1395 |
|
|
2022
Q3 | $33K | Sell |
557
-290
| -34% | -$17.2K | ﹤0.01% | 459 |
|
|
2022
Q2 | $47K | Sell |
847
-565
| -40% | -$31.4K | 0.01% | 404 |
|
|
2022
Q1 | $78K | Sell |
1,412
-391
| -22% | -$21.6K | 0.01% | 337 |
|
|
2021
Q4 | $99K | Buy |
1,803
+23
| +1% | +$1.26K | 0.01% | 308 |
|
|
2021
Q3 | $100K | Hold |
1,780
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $94K | Hold |
1,780
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $82K | Hold |
1,780
| – | – | 0.02% | 212 |
|
|
2020
Q4 | $82K | Buy |
1,780
+504
| +39% | +$23.2K | 0.02% | 207 |
|
|
2020
Q3 | $52K | Buy |
+1,276
| New | +$52K | 0.01% | 232 |
|