BDO Wealth 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
Q2 | $1.72M | Buy |
6,982
+77
| +1% | +$19K | 0.2% | 98 |
|
|
2023
Q1 | $1.56M | Sell |
6,905
-153
| -2% | -$34.6K | 0.19% | 101 |
|
|
2022
Q4 | $1.64M | Buy |
7,058
+157
| +2% | +$36.4K | 0.2% | 101 |
|
|
2022
Q3 | $1.59M | Sell |
6,901
-267
| -4% | -$61.3K | 0.21% | 98 |
|
|
2022
Q2 | $1.67M | Buy |
7,168
+64
| +0.9% | +$14.9K | 0.21% | 95 |
|
|
2022
Q1 | $1.64M | Buy |
7,104
+496
| +8% | +$114K | 0.17% | 103 |
|
|
2021
Q4 | $1.66M | Buy |
6,608
+193
| +3% | +$48.4K | 0.18% | 104 |
|
|
2021
Q3 | $1.35M | Buy |
6,415
+327
| +5% | +$68.9K | 0.15% | 109 |
|
|
2021
Q2 | $1.42M | Buy |
6,088
+259
| +4% | +$60.6K | 0.16% | 108 |
|
|
2021
Q1 | $1.33M | Buy |
5,829
+308
| +6% | +$70.2K | 0.16% | 111 |
|
|
2020
Q4 | $1.21M | Buy |
5,521
+117
| +2% | +$25.6K | 0.17% | 91 |
|
|
2020
Q3 | $1.02M | Buy |
5,404
+17
| +0.3% | +$3.22K | 0.17% | 92 |
|
|
2020
Q2 | $943K | Buy |
5,387
+37
| +0.7% | +$6.48K | 0.17% | 95 |
|
|
2020
Q1 | $767K | Buy |
5,350
+805
| +18% | +$115K | 0.16% | 101 |
|
|
2019
Q4 | $862K | Sell |
4,545
-363
| -7% | -$68.8K | 0.22% | 82 |
|
|
2019
Q3 | $1.02M | Buy |
4,908
+92
| +2% | +$19.1K | 0.26% | 77 |
|
|
2019
Q2 | $948K | Buy |
4,816
+11
| +0.2% | +$2.17K | 0.26% | 77 |
|
|
2019
Q1 | $843K | Buy |
4,805
+410
| +9% | +$71.9K | 0.24% | 79 |
|
|
2018
Q4 | $707K | Sell |
4,395
-319
| -7% | -$51.3K | 0.24% | 77 |
|
|
2018
Q3 | $1.02M | Sell |
4,714
-75
| -2% | -$16.2K | 0.33% | 60 |
|
|
2018
Q2 | $1.05M | Buy |
4,789
+385
| +9% | +$84.3K | 0.36% | 55 |
|
|
2018
Q1 | $1M | Sell |
4,404
-146
| -3% | -$33.3K | 0.38% | 51 |
|
|
2017
Q4 | $1.04M | Buy |
4,550
+175
| +4% | +$40K | 0.47% | 39 |
|
|
2017
Q3 | $873K | Buy |
4,375
+125
| +3% | +$24.9K | 0.43% | 42 |
|
|
2017
Q2 | $823K | Buy |
+4,250
| New | +$823K | 0.36% | 51 |
|