IFP Advisors’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.9K | Buy |
3,307
+3,151
| +2,020% | +$39.5K | ﹤0.01% | 2401 |
|
|
2025
Q4 | $2.01K | Sell |
156
-1,956
| -93% | -$24K | ﹤0.01% | 3840 |
|
|
2025
Q3 | $25.9K | Buy |
2,112
+1,704
| +418% | +$25.4K | ﹤0.01% | 2447 |
|
|
2025
Q2 | $6.79K | Buy |
408
+303
| +289% | +$5.49K | ﹤0.01% | 3159 |
|
|
2025
Q1 | $2.25K | Sell |
105
-1,925
| -95% | -$41.8K | ﹤0.01% | 3106 |
|
|
2024
Q4 | $43.4K | Hold |
2,030
| – | – | ﹤0.01% | 1890 |
|
|
2024
Q3 | $57.4K | Buy |
2,030
+2,000
| +6,667% | +$57.1K | ﹤0.01% | 1671 |
|
|
2024
Q2 | $766 | Buy |
+30
| New | +$735 | ﹤0.01% | 3028 |
|
|
2024
Q1 | – | Sell |
-1,600
| Closed | -$48.4K | – | 3144 |
|
|
2023
Q4 | $48.4K | Buy |
1,600
+483
| +43% | +$13.5K | ﹤0.01% | 1559 |
|
|
2023
Q3 | $34K | Buy |
1,117
+17
| +2% | +$550 | ﹤0.01% | 1724 |
|
|
2023
Q2 | $35.5K | Hold |
1,100
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q1 | $23.5K | Sell |
1,100
-466
| -30% | -$13.9K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $49K | Buy |
1,566
+1,259
| +410% | +$33.9K | ﹤0.01% | 2256 |
|
|
2022
Q3 | $8K | Buy |
307
+16
| +5% | +$484 | ﹤0.01% | 3756 |
|
|
2022
Q2 | $7K | Hold |
291
| – | – | ﹤0.01% | 3585 |
|
|
2022
Q1 | $7K | Buy |
291
+263
| +939% | +$7.39K | ﹤0.01% | 3585 |
|
|
2021
Q4 | $1K | Buy |
+28
| New | +$866 | ﹤0.01% | 2964 |
|
|
2021
Q3 | – | Sell |
-6,126
| Closed | -$233K | – | 3616 |
|
|
2021
Q2 | $233K | Buy |
6,126
+10
| +0.2% | +$387 | ﹤0.01% | 832 |
|
|
2021
Q1 | $234K | Buy |
6,116
+4,461
| +270% | +$160K | ﹤0.01% | 765 |
|
|
2020
Q4 | $62K | Buy |
1,655
+3
| +0.2% | +$108 | ﹤0.01% | 1346 |
|
|
2020
Q3 | $59K | Buy |
1,652
+2
| +0.1% | +$76 | ﹤0.01% | 1223 |
|
|
2020
Q2 | $59K | Buy |
1,650
+1,235
| +298% | +$42.2K | ﹤0.01% | 1143 |
|
|
2020
Q1 | $14K | Buy |
415
+64
| +18% | +$2.14K | ﹤0.01% | 1631 |
|
|
2019
Q4 | $12K | Sell |
351
-36
| -9% | -$1.32K | ﹤0.01% | 1832 |
|
|
2019
Q3 | $13K | Buy |
+387
| New | +$13.6K | ﹤0.01% | 1946 |
|
|
2019
Q1 | – | Sell |
-322
| Closed | -$8K | – | 2541 |
|
|
2018
Q4 | $8K | Hold |
322
| – | – | ﹤0.01% | 2604 |
|
|
2018
Q3 | $8K | Buy |
+322
| New | +$7.47K | ﹤0.01% | 2959 |
|
Other funds holding COLD
VPM
VCM
AAMU
AA
BG