Alaethes Wealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,769
| Closed | -$1.49M | – | 116 |
|
|
2024
Q3 | $1.49M | Buy |
5,769
+957
| +20% | +$247K | 0.55% | 77 |
|
|
2024
Q2 | $1.24M | Buy |
4,812
+158
| +3% | +$40.7K | 0.51% | 77 |
|
|
2024
Q1 | $1.26M | Sell |
4,654
-60
| -1% | -$16.3K | 0.55% | 74 |
|
|
2023
Q4 | $1.14M | Buy |
4,714
+298
| +7% | +$72K | 0.54% | 76 |
|
|
2023
Q3 | $1.11M | Buy |
+4,416
| New | +$1.11M | 0.61% | 69 |
|