MinichMacGregor Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-243
| Closed | -$56.5K | – | 576 |
|
|
2022
Q4 | $56.5K | Buy |
+243
| New | +$56.5K | 0.02% | 171 |
|
|
2018
Q4 | – | Sell |
-98
| Closed | -$20K | – | 465 |
|
|
2018
Q3 | $20K | Buy |
98
+1
| +1% | +$204 | 0.01% | 220 |
|
|
2018
Q2 | $21K | Hold |
97
| – | – | 0.02% | 214 |
|
|
2018
Q1 | $22K | Buy |
97
+10
| +11% | +$2.27K | 0.02% | 204 |
|
|
2017
Q4 | $19K | Hold |
87
| – | – | 0.01% | 210 |
|
|
2017
Q3 | $17K | Buy |
87
+1
| +1% | +$195 | 0.01% | 213 |
|
|
2017
Q2 | $16K | Hold |
86
| – | – | 0.01% | 216 |
|
|
2017
Q1 | $14K | Hold |
86
| – | – | 0.01% | 230 |
|
|
2016
Q4 | $13K | Hold |
86
| – | – | 0.01% | 228 |
|
|
2016
Q3 | $14K | Hold |
86
| – | – | 0.01% | 226 |
|
|
2016
Q2 | $14K | Buy |
86
+1
| +1% | +$163 | 0.01% | 213 |
|
|
2016
Q1 | $12K | Hold |
85
| – | – | 0.01% | 223 |
|
|
2015
Q4 | $10K | Buy |
+85
| New | +$10K | 0.01% | 233 |
|