EWS
Evergreen Wealth Solutions’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,153
| Closed | -$297K | – | 119 |
|
|
2024
Q2 | $297K | Sell |
1,153
-3,526
| -75% | -$907K | 0.21% | 90 |
|
|
2024
Q1 | $1.27M | Sell |
4,679
-527
| -10% | -$143K | 0.94% | 23 |
|
|
2023
Q4 | $1.26M | Sell |
5,206
-160
| -3% | -$38.7K | 1.08% | 25 |
|
|
2023
Q3 | $1.35M | Sell |
5,366
-387
| -7% | -$97.3K | 1.36% | 20 |
|
|
2023
Q2 | $1.42M | Buy |
5,753
+198
| +4% | +$48.7K | 1.43% | 17 |
|
|
2023
Q1 | $1.26M | Buy |
5,555
+173
| +3% | +$39.1K | 1.45% | 23 |
|
|
2022
Q4 | $1.25M | Buy |
5,382
+155
| +3% | +$35.9K | 1.65% | 20 |
|
|
2022
Q3 | $1.2M | Buy |
5,227
+184
| +4% | +$42.3K | 1.7% | 18 |
|
|
2022
Q2 | $1.18M | Buy |
5,043
+167
| +3% | +$38.9K | 1.44% | 20 |
|
|
2022
Q1 | $1.12M | Buy |
4,876
+187
| +4% | +$43.1K | 1.09% | 29 |
|
|
2021
Q4 | $1.18M | Buy |
+4,689
| New | +$1.18M | 1.07% | 27 |
|