Valeo Financial Advisors’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $174K | Hold |
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|
2020
Q1 | $167K | Buy |
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|
2019
Q4 | $156K | Hold |
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|
2019
Q3 | $171K | Hold |
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|
2019
Q2 | $165K | Buy |
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|
2019
Q1 | $145K | Hold |
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|
2018
Q4 | $133K | Buy |
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