Sutton Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.9K | Buy |
75
+9
| +14% | +$2.26K | 0.01% | 364 |
|
|
2023
Q2 | $16.2K | Hold |
66
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $14.9K | Sell |
66
-29
| -31% | -$6.55K | 0.01% | 348 |
|
|
2022
Q4 | $22K | Buy |
95
+14
| +17% | +$3.24K | 0.01% | 658 |
|
|
2022
Q3 | $18.6K | Hold |
81
| – | – | 0.01% | 685 |
|
|
2022
Q2 | $18.9K | Buy |
81
+16
| +25% | +$3.73K | 0.01% | 696 |
|
|
2022
Q1 | $15K | Buy |
65
+5
| +8% | +$1.15K | 0.01% | 811 |
|
|
2021
Q4 | $15.1K | Hold |
60
| – | – | 0.01% | 802 |
|
|
2021
Q3 | $12.6K | Sell |
60
-2
| -3% | -$421 | ﹤0.01% | 831 |
|
|
2021
Q2 | $14.5K | Hold |
62
| – | – | 0.01% | 796 |
|
|
2021
Q1 | $14.1K | Buy |
62
+2
| +3% | +$456 | 0.01% | 778 |
|
|
2020
Q4 | $13.1K | Buy |
60
+5
| +9% | +$1.1K | 0.01% | 736 |
|
|
2020
Q3 | $10.4K | Hold |
55
| – | – | 0.01% | 727 |
|
|
2020
Q2 | $9.62K | Sell |
55
-7
| -11% | -$1.23K | 0.01% | 715 |
|
|
2020
Q1 | $8.89K | Buy |
62
+3
| +5% | +$430 | 0.01% | 685 |
|
|
2019
Q4 | $11.2K | Hold |
59
| – | – | 0.01% | 789 |
|
|
2019
Q3 | $12.2K | Hold |
59
| – | – | 0.01% | 735 |
|
|
2019
Q2 | $11.6K | Buy |
59
+10
| +20% | +$1.97K | 0.01% | 740 |
|
|
2019
Q1 | $8.59K | Buy |
49
+3
| +7% | +$526 | 0.01% | 823 |
|
|
2018
Q4 | $7.4K | Buy |
46
+6
| +15% | +$965 | ﹤0.01% | 808 |
|
|
2018
Q3 | $8.63K | Hold |
40
| – | – | 0.01% | 817 |
|
|
2018
Q2 | $8.76K | Hold |
40
| – | – | 0.01% | 856 |
|
|
2018
Q1 | $9.12K | Sell |
40
-123
| -75% | -$28K | 0.01% | 836 |
|
|
2017
Q4 | $37.3K | Hold |
163
| – | – | 0.03% | 354 |
|
|
2017
Q3 | $32.5K | Hold |
163
| – | – | 0.02% | 381 |
|
|
2017
Q2 | $31.6K | Hold |
163
| – | – | 0.03% | 378 |
|
|
2017
Q1 | $26.4K | Hold |
163
| – | – | 0.02% | 411 |
|
|
2016
Q4 | $25K | Hold |
163
| – | – | 0.02% | 426 |
|
|
2016
Q3 | $27.1K | Hold |
163
| – | – | 0.02% | 384 |
|
|
2016
Q2 | $27K | Hold |
163
| – | – | 0.03% | 366 |
|
|
2016
Q1 | $24.6K | Buy |
+163
| New | +$24.6K | 0.02% | 386 |
|