EWM
Empirical Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-799
| Closed | -$217K | – | 579 |
|
|
2024
Q1 | $217K | Buy |
+799
| New | +$217K | 0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-1,333
| Closed | -$253K | – | 346 |
|
|
2019
Q4 | $253K | Hold |
1,333
| – | – | 0.03% | 280 |
|
|
2019
Q3 | $276K | Sell |
1,333
-42
| -3% | -$8.7K | 0.03% | 238 |
|
|
2019
Q2 | $271K | Sell |
1,375
-163
| -11% | -$32.1K | 0.04% | 213 |
|
|
2019
Q1 | $270K | Buy |
1,538
+39
| +3% | +$6.85K | 0.04% | 193 |
|
|
2018
Q4 | $241K | Sell |
1,499
-127
| -8% | -$20.4K | 0.04% | 173 |
|
|
2018
Q3 | $351K | Hold |
1,626
| – | – | 0.06% | 151 |
|
|
2018
Q2 | $356K | Hold |
1,626
| – | – | 0.07% | 134 |
|
|
2018
Q1 | $371K | Buy |
+1,626
| New | +$371K | 0.07% | 115 |
|