Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $206K | Sell |
896
-46
| -5% | -$10.6K | 0.02% | 197 |
|
|
2022
Q2 | $220K | Sell |
942
-97
| -9% | -$22.7K | 0.02% | 197 |
|
|
2022
Q1 | $239K | Sell |
1,039
-375
| -27% | -$86.3K | 0.02% | 218 |
|
|
2021
Q4 | $355K | Sell |
1,414
-140
| -9% | -$35.1K | 0.03% | 172 |
|
|
2021
Q3 | $327K | Buy |
1,554
+2
| +0.1% | +$421 | 0.03% | 174 |
|
|
2021
Q2 | $363K | Sell |
1,552
-147
| -9% | -$34.4K | 0.03% | 163 |
|
|
2021
Q1 | $387K | Sell |
1,699
-736
| -30% | -$168K | 0.04% | 159 |
|
|
2020
Q4 | $533K | Sell |
2,435
-5,862
| -71% | -$1.28M | 0.05% | 131 |
|
|
2020
Q3 | $1.57M | Sell |
8,297
-577
| -7% | -$109K | 0.18% | 76 |
|
|
2020
Q2 | $1.55M | Sell |
8,874
-5
| -0.1% | -$875 | 0.2% | 65 |
|
|
2020
Q1 | $1.27M | Buy |
8,879
+375
| +4% | +$53.8K | 0.2% | 59 |
|
|
2019
Q4 | $1.61M | Buy |
8,504
+581
| +7% | +$110K | 0.2% | 61 |
|
|
2019
Q3 | $1.64M | Buy |
7,923
+7,664
| +2,959% | +$1.59M | 0.23% | 57 |
|
|
2019
Q2 | $51K | Buy |
+259
| New | +$51K | 0.01% | 364 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$3K | – | 680 |
|
|
2018
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 776 |
|