OneDigital Investment Advisors’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 | $587K | Sell |
12,215
-145
| -1% | -$6.97K | 0.01% | 843 |
|
|
2025
Q1 | $752K | Buy |
12,360
+293
| +2% | +$17.8K | 0.01% | 708 |
|
|
2024
Q4 | $692K | Sell |
12,067
-2,610
| -18% | -$150K | 0.01% | 763 |
|
|
2024
Q3 | $844K | Sell |
14,677
-416
| -3% | -$23.9K | 0.01% | 719 |
|
|
2024
Q2 | $767K | Sell |
15,093
-628
| -4% | -$31.9K | 0.01% | 721 |
|
|
2024
Q1 | $1.06M | Buy |
15,721
+375
| +2% | +$25.2K | 0.02% | 487 |
|
|
2023
Q4 | $939K | Sell |
15,346
-1,492
| -9% | -$91.3K | 0.02% | 503 |
|
|
2023
Q3 | $1.07M | Sell |
16,838
-206
| -1% | -$13.1K | 0.02% | 403 |
|
|
2023
Q2 | $1.12M | Buy |
17,044
+255
| +2% | +$16.8K | 0.02% | 387 |
|
|
2023
Q1 | $868K | Buy |
16,789
+9,272
| +123% | +$479K | 0.02% | 428 |
|
|
2022
Q4 | $387K | Sell |
7,517
-3,651
| -33% | -$188K | 0.01% | 585 |
|
|
2022
Q3 | $536K | Sell |
11,168
-700
| -6% | -$33.6K | 0.02% | 439 |
|
|
2022
Q2 | $647K | Buy |
+11,868
| New | +$647K | 0.03% | 356 |
|
|
2019
Q3 | – | Sell |
-370
| Closed | -$21K | – | 1040 |
|
|
2019
Q2 | $21K | Hold |
370
| – | – | ﹤0.01% | 800 |
|
|
2019
Q1 | $22K | Hold |
370
| – | – | ﹤0.01% | 703 |
|
|
2018
Q4 | $21K | Sell |
370
-250
| -40% | -$14.2K | ﹤0.01% | 685 |
|
|
2018
Q3 | $38K | Buy |
620
+370
| +148% | +$22.7K | 0.01% | 472 |
|
|
2018
Q2 | $17K | Buy |
+250
| New | +$17K | ﹤0.01% | 878 |
|