VAG
VisionPoint Advisory Group’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
28,483
-1,423
| -5% | -$138K | 0.6% | 40 |
|
|
2025
Q1 | $2.73M | Buy |
29,906
+1,188
| +4% | +$108K | 0.94% | 30 |
|
|
2024
Q4 | $2.23M | Buy |
28,718
+1,556
| +6% | +$121K | 0.76% | 36 |
|
|
2024
Q3 | $2.41M | Buy |
27,162
+15,633
| +136% | +$1.39M | 0.81% | 34 |
|
|
2024
Q2 | $990K | Buy |
11,529
+1,402
| +14% | +$120K | 0.35% | 76 |
|
|
2024
Q1 | $984K | Buy |
10,127
+828
| +9% | +$80.5K | 0.35% | 77 |
|
|
2023
Q4 | $880K | Buy |
9,299
+942
| +11% | +$89.2K | 0.32% | 70 |
|
|
2023
Q3 | $656K | Buy |
8,357
+1,180
| +16% | +$92.6K | 0.28% | 80 |
|
|
2023
Q2 | $598K | Buy |
7,177
+2,928
| +69% | +$244K | 0.24% | 81 |
|
|
2023
Q1 | $370K | Buy |
+4,249
| New | +$370K | 0.16% | 101 |
|