Meridian Wealth Advisors’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 |
-862
| Closed | -$222K | – | 180 |
|
|
2024
Q3 | $222K | Buy |
+862
| New | +$222K | 0.04% | 168 |
|
|
2024
Q1 | – | Sell |
-1,073
| Closed | -$259K | – | 179 |
|
|
2023
Q4 | $259K | Hold |
1,073
| – | – | 0.06% | 157 |
|
|
2023
Q3 | $270K | Sell |
1,073
-132
| -11% | -$33.2K | 0.07% | 152 |
|
|
2023
Q2 | $297K | Sell |
1,205
-853
| -41% | -$210K | 0.07% | 146 |
|
|
2023
Q1 | $465K | Hold |
2,058
| – | – | 0.12% | 117 |
|
|
2022
Q4 | $477K | Hold |
2,058
| – | – | 0.12% | 118 |
|
|
2022
Q3 | $473K | Hold |
2,058
| – | – | 0.13% | 118 |
|
|
2022
Q2 | $480K | Buy |
2,058
+610
| +42% | +$142K | 0.13% | 122 |
|
|
2022
Q1 | $334K | Buy |
+1,448
| New | +$334K | 0.08% | 156 |
|
|
2019
Q1 | – | Sell |
-145
| Closed | -$23K | – | 358 |
|
|
2018
Q4 | $23K | Buy |
+145
| New | +$23K | 0.02% | 344 |
|