Retirement Guys Formula’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,010
| Closed | -$486K | – | 148 |
|
|
2023
Q4 | $486K | Sell |
2,010
-5
| -0.2% | -$1.21K | 0.26% | 90 |
|
|
2023
Q3 | $506K | Buy |
2,015
+5
| +0.2% | +$1.26K | 0.35% | 76 |
|
|
2023
Q2 | $495K | Sell |
2,010
-24
| -1% | -$5.91K | 0.29% | 85 |
|
|
2023
Q1 | $459K | Buy |
2,034
+90
| +5% | +$20.3K | 0.33% | 95 |
|
|
2022
Q4 | $451K | Buy |
1,944
+292
| +18% | +$67.7K | 0.37% | 91 |
|
|
2022
Q3 | $380K | Buy |
1,652
+269
| +19% | +$61.9K | 0.4% | 71 |
|
|
2022
Q2 | $322K | Buy |
1,383
+404
| +41% | +$94.1K | 0.33% | 89 |
|
|
2022
Q1 | $225K | Buy |
+979
| New | +$225K | 0.15% | 123 |
|