Buckingham Strategic 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
Q2 | $201K | Sell |
782
-46
| -6% | -$11.8K | ﹤0.01% | 711 |
|
|
2024
Q1 | $225K | Buy |
+828
| New | +$225K | ﹤0.01% | 675 |
|
|
2022
Q4 | – | Sell |
-1,194
| Closed | -$274K | – | 654 |
|
|
2022
Q3 | $274K | Buy |
+1,194
| New | +$274K | 0.01% | 491 |
|
|
2022
Q1 | – | Sell |
-856
| Closed | -$215K | – | 624 |
|
|
2021
Q4 | $215K | Sell |
856
-135
| -14% | -$33.9K | ﹤0.01% | 551 |
|
|
2021
Q3 | $209K | Buy |
991
+92
| +10% | +$19.4K | ﹤0.01% | 559 |
|
|
2021
Q2 | $210K | Buy |
+899
| New | +$210K | 0.01% | 560 |
|
|
2021
Q1 | – | Sell |
-1,092
| Closed | -$239K | – | 572 |
|
|
2020
Q4 | $239K | Buy |
+1,092
| New | +$239K | 0.01% | 467 |
|
|
2020
Q2 | – | Sell |
-7,570
| Closed | -$1.09M | – | 471 |
|
|
2020
Q1 | $1.09M | Buy |
7,570
+6,487
| +599% | +$930K | 0.1% | 153 |
|
|
2019
Q4 | $206K | Buy |
+1,083
| New | +$206K | 0.02% | 438 |
|
|
2019
Q3 | – | Sell |
-1,277
| Closed | -$252K | – | 452 |
|
|
2019
Q2 | $252K | Buy |
1,277
+7
| +0.6% | +$1.38K | 0.03% | 374 |
|
|
2019
Q1 | $223K | Buy |
+1,270
| New | +$223K | 0.03% | 370 |
|