Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.5M | Buy |
6,478
+8
| +0.1% | +$1.85K | 0.89% | 28 |
|
|
2022
Q3 | $1.49M | Buy |
6,470
+9
| +0.1% | +$2.07K | 1.12% | 24 |
|
|
2022
Q2 | $1.51M | Buy |
6,461
+9
| +0.1% | +$2.1K | 1.02% | 30 |
|
|
2022
Q1 | $1.49M | Buy |
6,452
+94
| +1% | +$21.7K | 0.91% | 33 |
|
|
2021
Q4 | $1.6M | Sell |
6,358
-31
| -0.5% | -$7.78K | 0.95% | 29 |
|
|
2021
Q3 | $1.35M | Buy |
6,389
+10
| +0.2% | +$2.11K | 0.86% | 31 |
|
|
2021
Q2 | $1.49M | Sell |
6,379
-5
| -0.1% | -$1.17K | 0.95% | 32 |
|
|
2021
Q1 | $1.46M | Buy |
6,384
+9
| +0.1% | +$2.05K | 1.02% | 28 |
|
|
2020
Q4 | $1.4M | Buy |
6,375
+10
| +0.2% | +$2.19K | 1.02% | 27 |
|
|
2020
Q3 | $1.21M | Buy |
6,365
+770
| +14% | +$146K | 0.99% | 27 |
|
|
2020
Q2 | $979K | Buy |
5,595
+995
| +22% | +$174K | 0.9% | 28 |
|
|
2020
Q1 | $702K | Buy |
+4,600
| New | +$702K | 0.79% | 37 |
|