Valeo Financial Advisors’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,003
| Closed | -$291K | – | 588 |
|
|
2022
Q3 | $291K | Hold |
1,003
| – | – | 0.02% | 349 |
|
|
2022
Q2 | $295K | Hold |
1,003
| – | – | 0.02% | 348 |
|
|
2022
Q1 | $231K | Hold |
1,003
| – | – | 0.01% | 485 |
|
|
2021
Q4 | $251K | Hold |
1,003
| – | – | 0.01% | 441 |
|
|
2021
Q3 | $211K | Hold |
1,003
| – | – | 0.01% | 464 |
|
|
2021
Q2 | $236K | Hold |
1,003
| – | – | 0.01% | 389 |
|
|
2021
Q1 | $230K | Hold |
1,003
| – | – | 0.01% | 402 |
|
|
2020
Q4 | $220K | Buy |
1,003
+3
| +0.3% | +$658 | 0.01% | 387 |
|
|
2020
Q3 | $189K | Hold |
1,000
| – | – | 0.02% | 332 |
|
|
2020
Q2 | $174K | Hold |
1,000
| – | – | 0.02% | 342 |
|
|
2020
Q1 | $167K | Buy |
1,000
+174
| +21% | +$29.1K | 0.02% | 321 |
|
|
2019
Q4 | $156K | Hold |
826
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $171K | Hold |
826
| – | – | 0.02% | 328 |
|
|
2019
Q2 | $165K | Buy |
826
+1
| +0.1% | +$200 | 0.02% | 324 |
|
|
2019
Q1 | $145K | Hold |
825
| – | – | 0.02% | 341 |
|
|
2018
Q4 | $133K | Buy |
+825
| New | +$133K | 0.02% | 323 |
|