Brookmont Capital Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,528
| Closed | -$290K | – | 69 |
|
|
2019
Q4 | $290K | Sell |
1,528
-208
| -12% | -$39.5K | 0.17% | 65 |
|
|
2019
Q3 | $360K | Buy |
1,736
+228
| +15% | +$47.3K | 0.21% | 62 |
|
|
2019
Q2 | $297K | Hold |
1,508
| – | – | 0.18% | 63 |
|
|
2019
Q1 | $264K | Hold |
1,508
| – | – | 0.16% | 64 |
|
|
2018
Q4 | $243K | Buy |
1,508
+144
| +11% | +$23.2K | 0.17% | 65 |
|
|
2018
Q3 | $294K | Hold |
1,364
| – | – | 0.18% | 65 |
|
|
2018
Q2 | $299K | Sell |
1,364
-260
| -16% | -$57K | 0.19% | 63 |
|
|
2018
Q1 | $370K | Buy |
1,624
+26
| +2% | +$5.92K | 0.24% | 51 |
|
|
2017
Q4 | $365K | Buy |
+1,598
| New | +$365K | 0.16% | 55 |
|