Gladstone Institutional Advisory’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-831
Closed -$205K 673
2023
Q2
$205K Sell
831
-57
-6% -$14K 0.01% 595
2023
Q1
$201K Buy
888
+5
+0.6% +$1.13K 0.01% 614
2022
Q4
$205K Buy
883
+13
+1% +$3.01K 0.01% 595
2022
Q3
$200K Sell
870
-107
-11% -$24.6K 0.02% 593
2022
Q2
$228K Sell
977
-164
-14% -$38.3K 0.02% 580
2022
Q1
$263K Buy
1,141
+81
+8% +$18.7K 0.02% 589
2021
Q4
$266K Buy
+1,060
New +$266K 0.02% 502
2019
Q4
Sell
-1,090
Closed -$226K 291
2019
Q3
$226K Buy
1,090
+16
+1% +$3.32K 0.06% 250
2019
Q2
$212K Buy
+1,074
New +$212K 0.06% 254