Stockman Wealth Management’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 |
-850
| Closed | -$219K | – | 181 |
|
|
2024
Q3 | $219K | Hold |
850
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $219K | Sell |
850
-15
| -2% | -$3.86K | 0.04% | 162 |
|
|
2024
Q1 | $235K | Buy |
865
+15
| +2% | +$4.08K | 0.04% | 159 |
|
|
2023
Q4 | $205K | Hold |
850
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $214K | Hold |
850
| – | – | 0.05% | 168 |
|
|
2023
Q2 | $209K | Buy |
+850
| New | +$209K | 0.04% | 179 |
|
|
2023
Q1 | – | Sell |
-900
| Closed | -$209K | – | 210 |
|
|
2022
Q4 | $209K | Buy |
+900
| New | +$209K | 0.05% | 181 |
|
|
2022
Q1 | – | Sell |
-800
| Closed | -$201K | – | 211 |
|
|
2021
Q4 | $201K | Buy |
+800
| New | +$201K | 0.04% | 201 |
|
|
2018
Q2 | – | Sell |
-900
| Closed | -$205K | – | 158 |
|
|
2018
Q1 | $205K | Hold |
900
| – | – | 0.09% | 138 |
|
|
2017
Q4 | $206K | Buy |
+900
| New | +$206K | 0.09% | 140 |
|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$233K | – | 148 |
|
|
2017
Q2 | $233K | Buy |
+1,200
| New | +$233K | 0.23% | 103 |
|