LaFleur & Godfrey’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,081
| Closed | -$244K | – | 133 |
|
|
2023
Q1 | $244K | Sell |
1,081
-105
| -9% | -$23.7K | 0.04% | 114 |
|
|
2022
Q4 | $275K | Sell |
1,186
-5,566
| -82% | -$1.29M | 0.05% | 110 |
|
|
2022
Q3 | $1.55M | Sell |
6,752
-172
| -2% | -$39.5K | 0.28% | 70 |
|
|
2022
Q2 | $1.61M | Sell |
6,924
-335
| -5% | -$78.1K | 0.26% | 70 |
|
|
2022
Q1 | $1.67M | Hold |
7,259
| – | – | 0.22% | 73 |
|
|
2021
Q4 | $1.82M | Sell |
7,259
-240
| -3% | -$60.2K | 0.23% | 73 |
|
|
2021
Q3 | $1.58M | Sell |
7,499
-2,124
| -22% | -$448K | 0.22% | 78 |
|
|
2021
Q2 | $2.25M | Buy |
9,623
+240
| +3% | +$56.1K | 0.32% | 71 |
|
|
2021
Q1 | $2.14M | Buy |
9,383
+2,230
| +31% | +$508K | 0.42% | 53 |
|
|
2020
Q4 | $1.57M | Buy |
7,153
+2,045
| +40% | +$448K | 0.32% | 55 |
|
|
2020
Q3 | $968K | Buy |
5,108
+361
| +8% | +$68.4K | 0.22% | 64 |
|
|
2020
Q2 | $830K | Buy |
4,747
+475
| +11% | +$83.1K | 0.21% | 57 |
|
|
2020
Q1 | $613K | Buy |
4,272
+2,964
| +227% | +$425K | 0.18% | 57 |
|
|
2019
Q4 | $248K | Buy |
1,308
+235
| +22% | +$44.6K | 0.06% | 66 |
|
|
2019
Q3 | $222K | Sell |
1,073
-1,050
| -49% | -$217K | 0.05% | 66 |
|
|
2019
Q2 | $418K | Buy |
+2,123
| New | +$418K | 0.1% | 59 |
|