Berger Financial Group’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 |
-875
| Closed | -$226K | – | 428 |
|
|
2024
Q3 | $226K | Sell |
875
-160
| -15% | -$41.2K | 0.02% | 360 |
|
|
2024
Q2 | $266K | Sell |
1,035
-103
| -9% | -$26.5K | 0.02% | 305 |
|
|
2024
Q1 | $309K | Sell |
1,138
-359
| -24% | -$97.6K | 0.03% | 275 |
|
|
2023
Q4 | $362K | Sell |
1,497
-63
| -4% | -$15.2K | 0.04% | 202 |
|
|
2023
Q3 | $392K | Sell |
1,560
-52
| -3% | -$13.1K | 0.05% | 177 |
|
|
2023
Q2 | $397K | Sell |
1,612
-26
| -2% | -$6.4K | 0.05% | 184 |
|
|
2023
Q1 | $370K | Sell |
1,638
-43
| -3% | -$9.71K | 0.04% | 188 |
|
|
2022
Q4 | $390K | Sell |
1,681
-51
| -3% | -$11.8K | 0.05% | 178 |
|
|
2022
Q3 | $398K | Buy |
1,732
+7
| +0.4% | +$1.61K | 0.06% | 156 |
|
|
2022
Q2 | $402K | Sell |
1,725
-54
| -3% | -$12.6K | 0.06% | 154 |
|
|
2022
Q1 | $410K | Buy |
1,779
+31
| +2% | +$7.14K | 0.05% | 166 |
|
|
2021
Q4 | $439K | Buy |
+1,748
| New | +$439K | 0.06% | 164 |
|