Laurel Wealth Advisors (California)’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.53M | Sell |
6,606
-302
| -4% | -$70K | 0.15% | 154 |
|
|
2022
Q3 | $1.59M | Sell |
6,908
-95
| -1% | -$21.8K | 0.17% | 135 |
|
|
2022
Q2 | $1.63M | Sell |
7,003
-1,447
| -17% | -$337K | 0.17% | 136 |
|
|
2022
Q1 | $1.95M | Buy |
8,450
+652
| +8% | +$150K | 0.16% | 136 |
|
|
2021
Q4 | $1.96M | Sell |
7,798
-172
| -2% | -$43.2K | 0.15% | 139 |
|
|
2021
Q3 | $1.68M | Sell |
7,970
-51
| -0.6% | -$10.7K | 0.31% | 67 |
|
|
2021
Q2 | $1.88M | Buy |
8,021
+769
| +11% | +$180K | 0.24% | 99 |
|
|
2021
Q1 | $1.65M | Sell |
7,252
-134
| -2% | -$30.5K | 0.25% | 94 |
|
|
2020
Q4 | $1.62M | Sell |
7,386
-53
| -0.7% | -$11.6K | 0.24% | 98 |
|
|
2020
Q3 | $1.41M | Sell |
7,439
-552
| -7% | -$105K | 0.23% | 101 |
|
|
2020
Q2 | $1.4M | Buy |
7,991
+439
| +6% | +$76.8K | 0.26% | 101 |
|
|
2020
Q1 | $1.08M | Sell |
7,552
-1,669
| -18% | -$239K | 0.25% | 112 |
|
|
2019
Q4 | $1.75M | Sell |
9,221
-382
| -4% | -$72.5K | 0.29% | 84 |
|
|
2019
Q3 | $1.99M | Sell |
9,603
-200
| -2% | -$41.5K | 0.34% | 76 |
|
|
2019
Q2 | $1.93M | Sell |
9,803
-145
| -1% | -$28.6K | 0.42% | 58 |
|
|
2019
Q1 | $1.74M | Buy |
9,948
+35
| +0.4% | +$6.14K | 0.43% | 59 |
|
|
2018
Q4 | $1.59M | Buy |
9,913
+20
| +0.2% | +$3.22K | 0.47% | 54 |
|
|
2018
Q3 | $2.13M | Sell |
9,893
-41
| -0.4% | -$8.84K | 0.52% | 46 |
|
|
2018
Q2 | $2.17M | Buy |
9,934
+86
| +0.9% | +$18.8K | 0.58% | 40 |
|
|
2018
Q1 | $2.24M | Sell |
9,848
-40
| -0.4% | -$9.12K | 0.7% | 30 |
|
|
2017
Q4 | $2.26M | Hold |
9,888
| – | – | 0.65% | 35 |
|
|
2017
Q3 | $1.97M | Sell |
9,888
-23
| -0.2% | -$4.59K | 0.66% | 35 |
|
|
2017
Q2 | $1.92M | Hold |
9,911
| – | – | 0.68% | 33 |
|
|
2017
Q1 | $1.61M | Sell |
9,911
-20
| -0.2% | -$3.24K | 0.62% | 40 |
|
|
2016
Q4 | $1.52M | Hold |
9,931
| – | – | 0.67% | 38 |
|
|
2016
Q3 | $1.65M | Sell |
9,931
-160
| -2% | -$26.6K | 0.78% | 27 |
|
|
2016
Q2 | $1.67M | Sell |
10,091
-365
| -3% | -$60.4K | 0.8% | 29 |
|
|
2016
Q1 | $1.58M | Sell |
10,456
-967
| -8% | -$146K | 0.79% | 31 |
|
|
2015
Q4 | $1.63M | Buy |
+11,423
| New | +$1.63M | 0.84% | 26 |
|