Bison 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
Q3 | – | Sell |
-1,103
| Closed | -$300K | – | 471 |
|
|
2024
Q2 | $300K | Hold |
1,103
| – | – | 0.05% | 334 |
|
|
2024
Q1 | $300K | Buy |
1,103
+37
| +3% | +$10.1K | 0.05% | 334 |
|
|
2023
Q4 | $258K | Buy |
1,066
+141
| +15% | +$34.1K | 0.05% | 341 |
|
|
2023
Q3 | $233K | Buy |
+925
| New | +$233K | 0.05% | 344 |
|
|
2019
Q4 | – | Sell |
-1,090
| Closed | -$226K | – | 395 |
|
|
2019
Q3 | $226K | Sell |
1,090
-20
| -2% | -$4.15K | 0.13% | 191 |
|
|
2019
Q2 | $219K | Buy |
+1,110
| New | +$219K | 0.13% | 198 |
|
|
2018
Q1 | – | Sell |
-1,039
| Closed | -$237K | – | 214 |
|
|
2017
Q4 | $237K | Hold |
1,039
| – | – | 0.17% | 166 |
|
|
2017
Q3 | $207K | Sell |
1,039
-35
| -3% | -$6.97K | 0.17% | 175 |
|
|
2017
Q2 | $208K | Buy |
+1,074
| New | +$208K | 0.17% | 172 |
|