Householder Group Estate & Retirement Specialist’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26
| Closed | -$6K | – | 1139 |
|
|
2024
Q3 | $6K | Sell |
26
-55
| -68% | -$12.7K | ﹤0.01% | 915 |
|
|
2024
Q2 | $21K | Buy |
81
+25
| +45% | +$6.48K | 0.01% | 672 |
|
|
2024
Q1 | $15.4K | Hold |
56
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $13K | Hold |
56
| – | – | ﹤0.01% | 714 |
|
|
2023
Q3 | $14.1K | Buy |
+56
| New | +$14.1K | 0.01% | 712 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1193 |
|