Accel Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-911
| Closed | -$234K | – | 272 |
|
|
2024
Q2 | $234K | Buy |
+911
| New | +$234K | 0.09% | 198 |
|
|
2023
Q2 | – | Sell |
-958
| Closed | -$216K | – | 772 |
|
|
2023
Q1 | $216K | Buy |
958
+2
| +0.2% | +$452 | 0.09% | 206 |
|
|
2022
Q4 | $221K | Buy |
956
+3
| +0.3% | +$695 | 0.11% | 152 |
|
|
2022
Q3 | $226K | Sell |
953
-203
| -18% | -$48.1K | 0.12% | 147 |
|
|
2022
Q2 | $283K | Buy |
1,156
+3
| +0.3% | +$734 | 0.16% | 114 |
|
|
2022
Q1 | $269K | Sell |
1,153
-97
| -8% | -$22.6K | 0.14% | 125 |
|
|
2021
Q4 | $314K | Buy |
1,250
+153
| +14% | +$38.4K | 0.15% | 112 |
|
|
2021
Q3 | $231K | Sell |
1,097
-211
| -16% | -$44.4K | 0.15% | 120 |
|
|
2021
Q2 | $306K | Buy |
1,308
+153
| +13% | +$35.8K | 0.2% | 98 |
|
|
2021
Q1 | $264K | Buy |
1,155
+54
| +5% | +$12.3K | 0.21% | 96 |
|
|
2020
Q4 | $241K | Buy |
+1,101
| New | +$241K | 0.22% | 98 |
|