Schwarz Dygos Wheeler Investment Advisors’s Molson Coors Class B TAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $441K | Hold |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $527K | Hold |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $513K | Buy |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $319K | Buy |
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