Tradition 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
Q1 | – | Sell |
-492
| Closed | -$119K | – | 1086 |
|
|
2023
Q4 | $119K | Sell |
492
-54
| -10% | -$13.1K | 0.01% | 423 |
|
|
2023
Q3 | $137K | Sell |
546
-17
| -3% | -$4.27K | 0.02% | 369 |
|
|
2023
Q2 | $138K | Buy |
563
+4
| +0.7% | +$980 | 0.02% | 385 |
|
|
2023
Q1 | $126K | Buy |
559
+49
| +10% | +$11K | 0.02% | 379 |
|
|
2022
Q4 | $118K | Buy |
510
+38
| +8% | +$8.79K | 0.02% | 340 |
|
|
2022
Q3 | $108K | Buy |
472
+1
| +0.2% | +$229 | 0.02% | 348 |
|
|
2022
Q2 | $110K | Hold |
471
| – | – | 0.02% | 342 |
|
|
2022
Q1 | $108K | Hold |
471
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $118K | Hold |
471
| – | – | 0.01% | 372 |
|
|
2021
Q3 | $99K | Buy |
471
+163
| +53% | +$34.3K | 0.01% | 373 |
|
|
2021
Q2 | $72K | Hold |
308
| – | – | 0.01% | 452 |
|
|
2021
Q1 | $70K | Hold |
308
| – | – | 0.01% | 377 |
|
|
2020
Q4 | $67K | Buy |
+308
| New | +$67K | 0.01% | 360 |
|