Carson Wealth (CWM LLC)’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
7,610
-18,023
| -70% | -$867K | ﹤0.01% | 1743 |
|
|
2025
Q1 | $1.56M | Sell |
25,633
-13,100
| -34% | -$797K | 0.01% | 924 |
|
|
2024
Q4 | $2.22M | Buy |
38,733
+5,010
| +15% | +$287K | 0.01% | 748 |
|
|
2024
Q3 | $1.94M | Buy |
33,723
+22,525
| +201% | +$1.3M | 0.01% | 712 |
|
|
2024
Q2 | $569K | Buy |
11,198
+5,576
| +99% | +$283K | ﹤0.01% | 1139 |
|
|
2024
Q1 | $378K | Sell |
5,622
-879
| -14% | -$59.1K | ﹤0.01% | 1232 |
|
|
2023
Q4 | $398K | Buy |
6,501
+1,260
| +24% | +$77.1K | ﹤0.01% | 1144 |
|
|
2023
Q3 | $333K | Buy |
5,241
+1,788
| +52% | +$114K | ﹤0.01% | 1121 |
|
|
2023
Q2 | $227K | Buy |
3,453
+1,132
| +49% | +$74.4K | ﹤0.01% | 1203 |
|
|
2023
Q1 | $120K | Buy |
2,321
+77
| +3% | +$3.98K | ﹤0.01% | 1393 |
|
|
2022
Q4 | $116K | Buy |
2,244
+73
| +3% | +$3.77K | ﹤0.01% | 1312 |
|
|
2022
Q3 | $104K | Sell |
2,171
-266
| -11% | -$12.7K | ﹤0.01% | 1308 |
|
|
2022
Q2 | $133K | Buy |
2,437
+484
| +25% | +$26.4K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $104K | Buy |
1,953
+876
| +81% | +$46.6K | ﹤0.01% | 1313 |
|
|
2021
Q4 | $50K | Buy |
+1,077
| New | +$50K | ﹤0.01% | 1566 |
|
|
2021
Q2 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2021
Q1 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q4 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q3 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q2 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q1 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q4 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q3 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q2 | $31K | Hold |
572
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q1 | $31K | Buy |
572
+352
| +160% | +$19.1K | ﹤0.01% | 1602 |
|
|
2018
Q4 | $12K | Buy |
220
+192
| +686% | +$10.5K | ﹤0.01% | 1277 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1562 |
|
|
2018
Q2 | $2K | Sell |
28
-21
| -43% | -$1.5K | ﹤0.01% | 1421 |
|
|
2018
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 1064 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$10K | – | 1308 |
|
|
2017
Q1 | $10K | Sell |
100
-78
| -44% | -$7.8K | ﹤0.01% | 756 |
|
|
2016
Q4 | $17K | Buy |
178
+78
| +78% | +$7.45K | ﹤0.01% | 620 |
|
|
2016
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 678 |
|
|
2014
Q3 | – | Sell |
-4,171
| Closed | -$309K | – | 188 |
|
|
2014
Q2 | $309K | Buy |
+4,171
| New | +$309K | 0.06% | 142 |
|