Cassady Schiller Wealth Management’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 | $5.3K | Buy |
24
+12
| +100% | +$2.65K | ﹤0.01% | 397 |
|
|
2024
Q3 | $3.09K | Hold |
12
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $3.09K | Hold |
12
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $3.26K | Sell |
12
-113
| -90% | -$30.7K | ﹤0.01% | 393 |
|
|
2023
Q4 | $30.2K | Hold |
125
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $31.4K | Hold |
125
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $30.8K | Hold |
125
| – | – | 0.02% | 244 |
|
|
2023
Q1 | $28.2K | Hold |
125
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $29K | Buy |
+125
| New | +$29K | 0.02% | 239 |
|
|
2022
Q1 | – | Sell |
-129
| Closed | -$32K | – | 534 |
|
|
2021
Q4 | $32K | Buy |
+129
| New | +$32K | 0.02% | 240 |
|