LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
1,697
| – | – | ﹤0.01% | 247 |
|
|
2025
Q1 | $318K | Sell |
1,697
-820
| -33% | -$154K | ﹤0.01% | 237 |
|
|
2024
Q4 | $473K | Hold |
2,517
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $606K | Sell |
2,517
-345
| -12% | -$83K | 0.01% | 201 |
|
|
2024
Q2 | $710K | Hold |
2,862
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $743K | Buy |
2,862
+7
| +0.2% | +$1.82K | 0.01% | 171 |
|
|
2023
Q4 | $700K | Buy |
2,855
+522
| +22% | +$128K | 0.01% | 180 |
|
|
2023
Q3 | $555K | Buy |
2,333
+328
| +16% | +$78.1K | 0.01% | 186 |
|
|
2023
Q2 | $493K | Hold |
2,005
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $453K | Hold |
2,005
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $465K | Hold |
2,005
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $461K | Sell |
2,005
-381
| -16% | -$87.6K | 0.01% | 206 |
|
|
2022
Q2 | $556K | Buy |
2,386
+70
| +3% | +$16.3K | 0.01% | 196 |
|
|
2022
Q1 | $533K | Hold |
2,316
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $581K | Hold |
2,316
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $488K | Sell |
2,316
-13
| -0.6% | -$2.74K | ﹤0.01% | 222 |
|
|
2021
Q2 | $545K | Sell |
2,329
-24
| -1% | -$5.62K | 0.01% | 217 |
|
|
2021
Q1 | $536K | Buy |
2,353
+123
| +6% | +$28K | 0.01% | 206 |
|
|
2020
Q4 | $488K | Sell |
2,230
-1,128
| -34% | -$247K | 0.01% | 208 |
|
|
2020
Q3 | $636K | Buy |
3,358
+126
| +4% | +$23.9K | 0.01% | 172 |
|
|
2020
Q2 | $565K | Sell |
3,232
-590
| -15% | -$103K | 0.01% | 172 |
|
|
2020
Q1 | $548K | Buy |
3,822
+150
| +4% | +$21.5K | 0.01% | 168 |
|
|
2019
Q4 | $697K | Sell |
3,672
-2,340
| -39% | -$444K | 0.01% | 176 |
|
|
2019
Q3 | $1.25M | Hold |
6,012
| – | – | 0.02% | 137 |
|
|
2019
Q2 | $1.18M | Sell |
6,012
-1,746
| -23% | -$344K | 0.02% | 142 |
|
|
2019
Q1 | $1.36M | Buy |
7,758
+2,144
| +38% | +$376K | 0.02% | 137 |
|
|
2018
Q4 | $903K | Buy |
5,614
+5,405
| +2,586% | +$869K | 0.02% | 155 |
|
|
2018
Q3 | $45K | Hold |
209
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $46K | Buy |
209
+200
| +2,222% | +$44K | ﹤0.01% | 432 |
|
|
2018
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 673 |
|
|
2017
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 665 |
|
|
2017
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 667 |
|