EP Wealth Advisors’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
4,318
+1,029
| +31% | +$49.5K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $200K | Buy |
+3,289
| New | +$200K | ﹤0.01% | 1133 |
|
|
2023
Q1 | – | Sell |
-6,351
| Closed | -$327K | – | 705 |
|
|
2022
Q4 | $327K | Sell |
6,351
-12,072
| -66% | -$622K | 0.01% | 455 |
|
|
2022
Q3 | $884K | Buy |
+18,423
| New | +$884K | 0.02% | 247 |
|