UMB Bank’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 | – | Sell |
-43
| Closed | -$3.93K | – | 2162 |
|
|
2025
Q1 | $3.93K | Buy |
+43
| New | +$3.93K | ﹤0.01% | 1822 |
|
|
2024
Q4 | – | Sell |
-36
| Closed | -$3.19K | – | 2122 |
|
|
2024
Q3 | $3.19K | Buy |
36
+11
| +44% | +$976 | ﹤0.01% | 1859 |
|
|
2024
Q2 | $2.15K | Sell |
25
-16
| -39% | -$1.37K | ﹤0.01% | 1755 |
|
|
2024
Q1 | $3.99K | Hold |
41
| – | – | ﹤0.01% | 1411 |
|
|
2023
Q4 | $3.88K | Hold |
41
| – | – | ﹤0.01% | 1438 |
|
|
2023
Q3 | $3.22K | Sell |
41
-158
| -79% | -$12.4K | ﹤0.01% | 1480 |
|
|
2023
Q2 | $16.6K | Hold |
199
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q1 | $16K | Sell |
199
-25
| -11% | -$2.01K | ﹤0.01% | 1155 |
|
|
2022
Q4 | $15K | Hold |
224
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $13K | Buy |
224
+17
| +8% | +$987 | ﹤0.01% | 1235 |
|
|
2022
Q2 | $11K | Hold |
207
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q1 | $11K | Buy |
207
+33
| +19% | +$1.75K | ﹤0.01% | 1460 |
|
|
2021
Q4 | $10K | Buy |
+174
| New | +$10K | ﹤0.01% | 1452 |
|