Security National Trust’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.23M | Hold |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $827K | Sell |
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|
2020
Q2 | $773K | Hold |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $842K | Hold |
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|
2019
Q3 | $920K | Hold |
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|
2019
Q2 | $873K | Sell |
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|
2019
Q1 | $779K | Buy |
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|
2018
Q4 | $544K | Hold |
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|
2018
Q3 | $729K | Hold |
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|
2018
Q2 | $739K | Sell |
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|
2018
Q1 | $833K | Sell |
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|
2017
Q4 | $861K | Sell |
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|
2017
Q3 | $756K | Sell |
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|
2017
Q2 | $841K | Hold |
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|
2017
Q1 | $703K | Sell |
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|
2016
Q4 | $688K | Hold |
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|
2016
Q3 | $748K | Hold |
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|
2016
Q2 | $743K | Sell |
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|
2016
Q1 | $690K | Buy |
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|
2015
Q4 | $570K | Hold |
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|
2015
Q3 | $501K | Hold |
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|
2015
Q2 | $464K | Hold |
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|
2015
Q1 | $465K | Hold |
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|
2014
Q4 | $393K | Hold |
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|
2014
Q3 | $349K | Hold |
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|
2014
Q2 | $353K | Hold |
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|
2014
Q1 | $340K | Hold |
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|
2013
Q4 | $282K | Hold |
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|
2013
Q3 | $230K | Hold |
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|
2013
Q2 | $208K | Buy |
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