Altman Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,838
| Closed | -$1.3M | – | 98 |
|
|
2022
Q4 | $1.3M | Sell |
5,838
-285
| -5% | -$63.4K | 0.8% | 54 |
|
|
2022
Q3 | $1.41M | Buy |
6,123
+78
| +1% | +$17.9K | 0.89% | 30 |
|
|
2022
Q2 | $1.48M | Sell |
6,045
-17
| -0.3% | -$4.17K | 0.84% | 33 |
|
|
2022
Q1 | $1.4M | Sell |
6,062
-5,188
| -46% | -$1.19M | 0.72% | 52 |
|
|
2021
Q4 | $2.71M | Buy |
11,250
+328
| +3% | +$79K | 1.65% | 24 |
|
|
2021
Q3 | $2.37M | Buy |
10,922
+219
| +2% | +$47.5K | 1.31% | 35 |
|
|
2021
Q2 | $2.33M | Buy |
10,703
+988
| +10% | +$215K | 1.31% | 35 |
|
|
2021
Q1 | $2.21M | Sell |
9,715
-207
| -2% | -$47.2K | 1.43% | 28 |
|
|
2020
Q4 | $2.17M | Buy |
9,922
+70
| +0.7% | +$15.3K | 1.36% | 34 |
|
|
2020
Q3 | $1.87M | Buy |
9,852
+508
| +5% | +$96.3K | 1.32% | 31 |
|
|
2020
Q2 | $1.64M | Buy |
9,344
+56
| +0.6% | +$9.8K | 1.39% | 36 |
|
|
2020
Q1 | $1.33M | Sell |
9,288
-423
| -4% | -$60.6K | 1.24% | 37 |
|
|
2019
Q4 | $1.84M | Buy |
9,711
+15
| +0.2% | +$2.85K | 1.47% | 39 |
|
|
2019
Q3 | $2.01M | Buy |
9,696
+111
| +1% | +$23K | 1.7% | 29 |
|
|
2019
Q2 | $1.89M | Buy |
9,585
+1,127
| +13% | +$222K | 1.59% | 37 |
|
|
2019
Q1 | $1.48M | Buy |
8,458
+248
| +3% | +$43.5K | 1.37% | 44 |
|
|
2018
Q4 | $1.32M | Sell |
8,210
-293
| -3% | -$47.1K | 1.45% | 37 |
|
|
2018
Q3 | $1.83M | Sell |
8,503
-659
| -7% | -$142K | 1.65% | 40 |
|
|
2018
Q2 | $301 | Buy |
9,162
+897
| +11% | +$29 | 0.28% | 59 |
|
|
2018
Q1 | $1.88M | Buy |
8,265
+31
| +0.4% | +$7.07K | 1.81% | 26 |
|
|
2017
Q4 | $1.88M | Buy |
+8,234
| New | +$1.88M | 1.64% | 29 |
|