Lewis Capital Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $251K | Sell |
1,000
-63
| -6% | -$15.8K | 0.39% | 48 |
|
|
2023
Q2 | $262K | Hold |
1,063
| – | – | 0.37% | 48 |
|
|
2023
Q1 | $240K | Hold |
1,063
| – | – | 0.36% | 48 |
|
|
2022
Q4 | $246K | Hold |
1,063
| – | – | 0.38% | 53 |
|
|
2022
Q3 | $244K | Buy |
1,063
+36
| +4% | +$8.26K | 0.37% | 51 |
|
|
2022
Q2 | $239K | Hold |
1,027
| – | – | 0.34% | 56 |
|
|
2022
Q1 | $237K | Hold |
1,027
| – | – | 0.27% | 61 |
|
|
2021
Q4 | $258K | Buy |
+1,027
| New | +$258K | 0.27% | 57 |
|