HC Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $881K | Buy |
3,780
+48
| +1% | +$11.2K | 0.59% | 56 |
|
|
2022
Q1 | $860K | Sell |
3,732
-239
| -6% | -$55.1K | 0.51% | 58 |
|
|
2021
Q4 | $997K | Buy |
3,971
+602
| +18% | +$151K | 0.55% | 57 |
|
|
2021
Q3 | $710K | Buy |
3,369
+30
| +0.9% | +$6.32K | 0.43% | 59 |
|
|
2021
Q2 | $781K | Sell |
3,339
-263
| -7% | -$61.5K | 0.46% | 58 |
|
|
2021
Q1 | $821K | Sell |
3,602
-260
| -7% | -$59.3K | 0.5% | 56 |
|
|
2020
Q4 | $846K | Hold |
3,862
| – | – | 0.54% | 56 |
|
|
2020
Q3 | $732K | Buy |
3,862
+34
| +0.9% | +$6.44K | 0.52% | 56 |
|
|
2020
Q2 | $670K | Buy |
3,828
+198
| +5% | +$34.7K | 0.52% | 56 |
|
|
2020
Q1 | $520K | Buy |
3,630
+85
| +2% | +$12.2K | 0.46% | 58 |
|
|
2019
Q4 | $673K | Sell |
3,545
-230
| -6% | -$43.7K | 0.53% | 57 |
|
|
2019
Q3 | $782K | Buy |
+3,775
| New | +$782K | 0.67% | 54 |
|
|
2018
Q4 | – | Sell |
-5,810
| Closed | -$1.25M | – | 60 |
|
|
2018
Q3 | $1.25M | Buy |
5,810
+610
| +12% | +$132K | 1.11% | 40 |
|
|
2018
Q2 | $1.14M | Buy |
5,200
+2,443
| +89% | +$535K | 1.11% | 40 |
|
|
2018
Q1 | $628K | Buy |
+2,757
| New | +$628K | 0.62% | 53 |
|