Marino Stram & Associates’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-810
| Closed | -$209K | – | 174 |
|
|
2024
Q3 | $209K | Hold |
810
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $208K | Hold |
810
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $220K | Buy |
+810
| New | +$220K | 0.05% | 163 |
|
|
2023
Q4 | – | Sell |
-810
| Closed | -$204K | – | 173 |
|
|
2023
Q3 | $204K | Buy |
+810
| New | +$204K | 0.06% | 152 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$2K | – | 491 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 551 |
|
|
2018
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 511 |
|