True Wealth Design’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 | $484 | Buy |
5
+1
| +25% | +$97 | ﹤0.01% | 1762 |
|
|
2025
Q1 | $366 | Sell |
4
-1
| -20% | -$92 | ﹤0.01% | 1681 |
|
|
2024
Q4 | $390 | Sell |
5
-36
| -88% | -$2.81K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $3.64K | Sell |
41
-8,935
| -100% | -$793K | ﹤0.01% | 644 |
|
|
2024
Q2 | $771K | Buy |
8,976
+8,972
| +224,300% | +$770K | 0.19% | 95 |
|
|
2024
Q1 | $389 | Buy |
4
+2
| +100% | +$195 | ﹤0.01% | 671 |
|
|
2023
Q4 | $190 | Sell |
2
-9,819
| -100% | -$933K | ﹤0.01% | 686 |
|
|
2023
Q3 | $770K | Buy |
9,821
+9,819
| +490,950% | +$770K | 0.26% | 69 |
|
|
2023
Q2 | $167 | Sell |
2
-11,080
| -100% | -$925K | ﹤0.01% | 677 |
|
|
2023
Q1 | $892K | Sell |
11,082
-429
| -4% | -$34.5K | 0.37% | 34 |
|
|
2022
Q4 | $781K | Buy |
+11,511
| New | +$781K | 0.36% | 56 |
|