Fernwood Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $2.13M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.89M | Hold |
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|
2022
Q4 | $1.94M | Hold |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $1.95M | Sell |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.76M | Hold |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.69M | Hold |
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|
2020
Q3 | $1.46M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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