Laird Norton Wetherby Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,101
| Closed | -$204K | – | 937 |
|
|
2024
Q1 | $204K | Buy |
+2,101
| New | +$204K | 0.01% | 874 |
|
|
2017
Q4 | – | Sell |
-2,804
| Closed | -$216K | – | 670 |
|
|
2017
Q3 | $216K | Buy |
2,804
+7
| +0.3% | +$539 | 0.03% | 543 |
|
|
2017
Q2 | $237K | Buy |
+2,797
| New | +$237K | 0.04% | 494 |
|