MWM
Mascoma Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18K | Hold |
38
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $6.97K | Hold |
38
| – | – | ﹤0.01% | 367 |
|
|
2024
Q4 | $8.4K | Hold |
38
| – | – | ﹤0.01% | 364 |
|
|
2024
Q3 | $9.79K | Hold |
38
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $9.78K | Hold |
38
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $10.3K | Hold |
38
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $9.19K | Sell |
38
-4
| -10% | -$967 | ﹤0.01% | 324 |
|
|
2023
Q3 | $10.6K | Buy |
42
+4
| +11% | +$1.01K | ﹤0.01% | 323 |
|
|
2023
Q2 | $10.3K | Hold |
38
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $8.72K | Hold |
38
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $8.81K | Hold |
38
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $9K | Hold |
38
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $9K | Hold |
38
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $9K | Hold |
38
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $10K | Sell |
38
-1
| -3% | -$263 | ﹤0.01% | 408 |
|
|
2021
Q3 | $8K | Buy |
+39
| New | +$8K | ﹤0.01% | 359 |
|
|
2021
Q2 | – | Sell |
-39
| Closed | -$9K | – | 383 |
|
|
2021
Q1 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 350 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$7K | – | 301 |
|
|
2019
Q2 | $7K | Hold |
38
| – | – | ﹤0.01% | 285 |
|
|
2019
Q1 | $7K | Hold |
38
| – | – | ﹤0.01% | 288 |
|
|
2018
Q4 | $6K | Hold |
38
| – | – | ﹤0.01% | 290 |
|
|
2018
Q3 | $8K | Hold |
38
| – | – | 0.01% | 299 |
|
|
2018
Q2 | $8K | Hold |
38
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $9K | Hold |
38
| – | – | 0.01% | 280 |
|
|
2017
Q4 | $8K | Sell |
38
-3
| -7% | -$632 | ﹤0.01% | 277 |
|
|
2017
Q3 | $8K | Sell |
41
-2
| -5% | -$390 | 0.01% | 294 |
|
|
2017
Q2 | $8K | Buy |
43
+5
| +13% | +$930 | 0.01% | 301 |
|
|
2017
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 291 |
|
|
2016
Q4 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 293 |
|