Powell 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 | $360K | Sell |
7,489
-164
| -2% | -$7.89K | 0.14% | 94 |
|
|
2025
Q1 | $466K | Hold |
7,653
| – | – | 0.23% | 66 |
|
|
2024
Q4 | $439K | Sell |
7,653
-918
| -11% | -$52.6K | 0.2% | 73 |
|
|
2024
Q3 | $493K | Buy |
+8,571
| New | +$493K | 0.23% | 64 |
|
|
2024
Q2 | – | Sell |
-8,571
| Closed | -$576K | – | 159 |
|
|
2024
Q1 | $576K | Sell |
8,571
-41
| -0.5% | -$2.76K | 0.3% | 52 |
|
|
2023
Q4 | $527K | Hold |
8,612
| – | – | 0.29% | 56 |
|
|
2023
Q3 | $548K | Hold |
8,612
| – | – | 0.33% | 51 |
|
|
2023
Q2 | $567K | Sell |
8,612
-384
| -4% | -$25.3K | 0.33% | 51 |
|
|
2023
Q1 | $465K | Buy |
8,996
+40
| +0.4% | +$2.07K | 0.26% | 64 |
|
|
2022
Q4 | $461K | Hold |
8,956
| – | – | 0.27% | 62 |
|
|
2022
Q3 | $430K | Buy |
8,956
+3,089
| +53% | +$148K | 0.28% | 63 |
|
|
2022
Q2 | $320K | Buy |
+5,867
| New | +$320K | 0.19% | 75 |
|