Allworth Financial’s Molson Coors Class B TAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Sell |
843
-730
| -46% | -$35.1K | ﹤0.01% | 2071 |
|
|
2025
Q1 | $91.8K | Buy |
1,573
+96
| +6% | +$5.6K | ﹤0.01% | 1262 |
|
|
2024
Q4 | $81K | Buy |
1,477
+298
| +25% | +$16.3K | ﹤0.01% | 1350 |
|
|
2024
Q3 | $67.8K | Buy |
1,179
+297
| +34% | +$17.1K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $46.2K | Buy |
882
+519
| +143% | +$27.2K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $24.4K | Sell |
363
-260
| -42% | -$17.5K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $38.2K | Buy |
623
+400
| +179% | +$24.5K | ﹤0.01% | 1300 |
|
|
2023
Q3 | $14.2K | Buy |
223
+40
| +22% | +$2.55K | ﹤0.01% | 1720 |
|
|
2023
Q2 | $12.1K | Buy |
183
+81
| +79% | +$5.34K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $5.27K | Sell |
102
-47
| -32% | -$2.43K | ﹤0.01% | 2015 |
|
|
2022
Q4 | $7.66K | Sell |
149
-152
| -50% | -$7.81K | ﹤0.01% | 1766 |
|
|
2022
Q3 | $14K | Buy |
301
+265
| +736% | +$12.3K | ﹤0.01% | 1457 |
|
|
2022
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 2038 |
|
|
2022
Q1 | $2K | Buy |
36
+6
| +20% | +$333 | ﹤0.01% | 1831 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q2 | $2K | Sell |
30
-190
| -86% | -$12.7K | ﹤0.01% | 1408 |
|
|
2021
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 964 |
|
|
2020
Q4 | $10K | Buy |
220
+190
| +633% | +$8.64K | ﹤0.01% | 849 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q2 | $1K | Sell |
30
-300
| -91% | -$10K | ﹤0.01% | 1136 |
|
|
2020
Q1 | $13K | Buy |
330
+300
| +1,000% | +$11.8K | ﹤0.01% | 645 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 940 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 850 |
|
|
2019
Q2 | $2K | Sell |
30
-40
| -57% | -$2.67K | ﹤0.01% | 840 |
|
|
2019
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 733 |
|
|
2018
Q3 | – | Sell |
-40
| Closed | -$3K | – | 989 |
|
|
2018
Q2 | $3K | Buy |
40
+37
| +1,233% | +$2.78K | ﹤0.01% | 749 |
|
|
2018
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 872 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 819 |
|