Laidlaw Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,196
| Closed | -$531K | – | 233 |
|
|
2023
Q4 | $531K | Sell |
2,196
-140
| -6% | -$33.8K | 0.19% | 122 |
|
|
2023
Q3 | $587K | Sell |
2,336
-495
| -17% | -$124K | 0.19% | 127 |
|
|
2023
Q2 | $697K | Sell |
2,831
-75
| -3% | -$18.5K | 0.14% | 158 |
|
|
2023
Q1 | $656K | Sell |
2,906
-27
| -0.9% | -$6.1K | 0.13% | 169 |
|
|
2022
Q4 | $680K | Buy |
2,933
+13
| +0.4% | +$3.01K | 0.15% | 160 |
|
|
2022
Q3 | $671K | Sell |
2,920
-68
| -2% | -$15.6K | 0.16% | 146 |
|
|
2022
Q2 | $696K | Buy |
2,988
+171
| +6% | +$39.8K | 0.14% | 160 |
|
|
2022
Q1 | $649K | Buy |
2,817
+113
| +4% | +$26K | 0.11% | 186 |
|
|
2021
Q4 | $679K | Sell |
2,704
-19
| -0.7% | -$4.77K | 0.11% | 185 |
|
|
2021
Q3 | $574K | Sell |
2,723
-133
| -5% | -$28K | 0.15% | 140 |
|
|
2021
Q2 | $668K | Buy |
2,856
+344
| +14% | +$80.5K | 0.17% | 122 |
|
|
2021
Q1 | $573K | Buy |
2,512
+135
| +6% | +$30.8K | 0.2% | 113 |
|
|
2020
Q4 | $521K | Buy |
2,377
+388
| +20% | +$85K | 0.11% | 186 |
|
|
2020
Q3 | $377K | Sell |
1,989
-13
| -0.6% | -$2.46K | 0.17% | 130 |
|
|
2020
Q2 | $350K | Sell |
2,002
-94
| -4% | -$16.4K | 0.18% | 117 |
|
|
2020
Q1 | $300K | Buy |
2,096
+23
| +1% | +$3.29K | 0.2% | 112 |
|
|
2019
Q4 | $393K | Buy |
+2,073
| New | +$393K | 0.25% | 105 |
|