Institute for Wealth Management’s Molson Coors Class B TAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,392
Closed -$206K 564
2025
Q1
$206K Buy
+3,392
New +$206K 0.03% 501
2022
Q3
Sell
-11,320
Closed -$617K 514
2022
Q2
$617K Hold
11,320
0.12% 218
2022
Q1
$604K Buy
+11,320
New +$604K 0.1% 249