Tradewinds Capital 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 |
-4
| Closed | -$1.03K | – | 711 |
|
|
2024
Q3 | $1.03K | Buy |
+4
| New | +$1.03K | ﹤0.01% | 512 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$92K | – | 752 |
|
|
2022
Q1 | $92K | Hold |
400
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $100K | Buy |
+400
| New | +$100K | 0.02% | 175 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$2K | – | 818 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 614 |
|
|
2020
Q3 | $2K | Sell |
10
-15
| -60% | -$3K | ﹤0.01% | 589 |
|
|
2020
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 507 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$2K | – | 737 |
|
|
2019
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 550 |
|
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 539 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | -$4K | – | 725 |
|
|
2016
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 474 |
|
|
2016
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 468 |
|
|
2016
Q2 | $4K | Buy |
25
+5
| +25% | +$800 | ﹤0.01% | 470 |
|
|
2016
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 527 |
|