Meritage Portfolio Management’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41,528
| Closed | -$3.68M | – | 334 |
|
|
2024
Q3 | $3.68M | Buy |
41,528
+10,867
| +35% | +$964K | 0.23% | 135 |
|
|
2024
Q2 | $2.63M | Sell |
30,661
-647
| -2% | -$55.5K | 0.17% | 154 |
|
|
2024
Q1 | $3.04M | Sell |
31,308
-1,837
| -6% | -$179K | 0.19% | 150 |
|
|
2023
Q4 | $3.14M | Sell |
33,145
-159
| -0.5% | -$15K | 0.21% | 142 |
|
|
2023
Q3 | $2.61M | Sell |
33,304
-438
| -1% | -$34.4K | 0.19% | 152 |
|
|
2023
Q2 | $2.81M | Buy |
33,742
+1,435
| +4% | +$120K | 0.2% | 153 |
|
|
2023
Q1 | $2.6M | Sell |
32,307
-30,050
| -48% | -$2.42M | 0.19% | 148 |
|
|
2022
Q4 | $4.23M | Buy |
62,357
+3,237
| +5% | +$220K | 0.33% | 112 |
|
|
2022
Q3 | $3.45M | Buy |
+59,120
| New | +$3.45M | 0.29% | 110 |
|