Altavista 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.9M | Buy |
7,554
+446
| +6% | +$112K | 0.38% | 53 |
|
2021
Q3 | $1.5M | Buy |
7,108
+23
| +0.3% | +$4.85K | 0.33% | 60 |
|
2021
Q2 | $1.66M | Buy |
7,085
+296
| +4% | +$69.2K | 0.36% | 56 |
|
2021
Q1 | $1.55M | Buy |
6,789
+431
| +7% | +$98.3K | 0.38% | 56 |
|
2020
Q4 | $1.39M | Buy |
6,358
+85
| +1% | +$18.6K | 0.35% | 56 |
|
2020
Q3 | $1.19M | Buy |
6,273
+31
| +0.5% | +$5.88K | 0.33% | 59 |
|
2020
Q2 | $1.09M | Sell |
6,242
-493
| -7% | -$86.2K | 0.32% | 61 |
|
2020
Q1 | $966K | Buy |
6,735
+905
| +16% | +$130K | 0.33% | 60 |
|
2019
Q4 | $1.11M | Sell |
5,830
-279
| -5% | -$52.9K | 0.33% | 63 |
|
2019
Q3 | $1.27M | Sell |
6,109
-10
| -0.2% | -$2.07K | 0.39% | 58 |
|
2019
Q2 | $1.21M | Buy |
6,119
+528
| +9% | +$104K | 0.39% | 58 |
|
2019
Q1 | $980K | Buy |
5,591
+1,506
| +37% | +$264K | 0.35% | 66 |
|
2018
Q4 | $657K | Buy |
4,085
+788
| +24% | +$127K | 0.27% | 84 |
|
2018
Q3 | $711K | Buy |
+3,297
| New | +$711K | 0.26% | 84 |
|