PPWM
Paragon Private 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 | $322K | Sell |
6,689
-3,586
| -35% | -$172K | 0.13% | 157 |
|
|
2025
Q1 | $625K | Sell |
10,275
-1,496
| -13% | -$91.1K | 0.29% | 99 |
|
|
2024
Q4 | $675K | Sell |
11,771
-529
| -4% | -$30.3K | 0.31% | 90 |
|
|
2024
Q3 | $707K | Sell |
12,300
-120
| -1% | -$6.9K | 0.35% | 79 |
|
|
2024
Q2 | $631K | Sell |
12,420
-2,107
| -15% | -$107K | 0.36% | 79 |
|
|
2024
Q1 | $977K | Hold |
14,527
| – | – | 0.58% | 57 |
|
|
2023
Q4 | $889K | Sell |
14,527
-355
| -2% | -$21.7K | 0.62% | 56 |
|
|
2023
Q3 | $946K | Hold |
14,882
| – | – | 0.78% | 46 |
|
|
2023
Q2 | $980K | Sell |
14,882
-23
| -0.2% | -$1.51K | 0.78% | 46 |
|
|
2023
Q1 | $770K | Sell |
14,905
-73
| -0.5% | -$3.77K | 0.65% | 53 |
|
|
2022
Q4 | $772K | Buy |
14,978
+574
| +4% | +$29.6K | 0.7% | 45 |
|
|
2022
Q3 | $728K | Buy |
+14,404
| New | +$728K | 0.71% | 43 |
|