Gerber Kawasaki Wealth & Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4
| Closed | – | – | 988 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1207 |
|
|
2020
Q1 | – | Sell |
-3,396
| Closed | -$643K | – | 141 |
|
|
2019
Q4 | $643K | Sell |
3,396
-5,907
| -63% | -$1.12M | 0.16% | 73 |
|
|
2019
Q3 | $1.93M | Sell |
9,303
-2,007
| -18% | -$416K | 0.55% | 40 |
|
|
2019
Q2 | $2.23M | Sell |
11,310
-414
| -4% | -$81.5K | 0.65% | 38 |
|
|
2019
Q1 | $2.06M | Sell |
11,724
-2,448
| -17% | -$429K | 0.61% | 40 |
|
|
2018
Q4 | $2.28M | Sell |
14,172
-9,824
| -41% | -$1.58M | 0.8% | 36 |
|
|
2018
Q3 | $5.12M | Buy |
23,996
+6,257
| +35% | +$1.33M | 1.39% | 24 |
|
|
2018
Q2 | $3.83M | Buy |
17,739
+4,187
| +31% | +$904K | 1.15% | 26 |
|
|
2018
Q1 | $3.09M | Buy |
13,552
+6,321
| +87% | +$1.44M | 0.99% | 31 |
|
|
2017
Q4 | $1.65M | Buy |
+7,231
| New | +$1.65M | 0.57% | 44 |
|
|
2017
Q3 | – | Sell |
-1,895
| Closed | -$367K | – | 120 |
|
|
2017
Q2 | $367K | Buy |
1,895
+67
| +4% | +$13K | 0.14% | 85 |
|
|
2017
Q1 | $295K | Sell |
1,828
-2,748
| -60% | -$443K | 0.13% | 91 |
|
|
2016
Q4 | $701K | Buy |
4,576
+545
| +14% | +$83.5K | 0.37% | 54 |
|
|
2016
Q3 | $671K | Buy |
4,031
+1,181
| +41% | +$197K | 0.39% | 52 |
|
|
2016
Q2 | $471K | Buy |
+2,850
| New | +$471K | 0.3% | 59 |
|