GA
Geller Advisors’s Constellation Brands STZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $224K | Sell |
1,015
-16
| -2% | -$3.54K | 0.01% | 241 |
|
2024
Q3 | $266K | Sell |
1,031
-24
| -2% | -$6.19K | 0.02% | 222 |
|
2024
Q2 | $271K | Sell |
1,055
-10
| -0.9% | -$2.57K | 0.02% | 220 |
|
2024
Q1 | $289K | Buy |
1,065
+127
| +14% | +$34.5K | 0.02% | 213 |
|
2023
Q4 | $227K | Sell |
938
-53
| -5% | -$12.8K | 0.02% | 243 |
|
2023
Q3 | $249K | Buy |
+991
| New | +$249K | 0.03% | 214 |
|