Vantage Financial Partners (Illinois)’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $676K | Hold |
2,626
| – | – | 0.17% | 63 |
|
|
2024
Q1 | $714K | Sell |
2,626
-600
| -19% | -$163K | 0.19% | 62 |
|
|
2023
Q4 | $780K | Sell |
3,226
-250
| -7% | -$60.4K | 0.24% | 58 |
|
|
2023
Q3 | $874K | Sell |
3,476
-350
| -9% | -$88K | 0.5% | 41 |
|
|
2023
Q2 | $942K | Buy |
3,826
+125
| +3% | +$30.8K | 0.52% | 39 |
|
|
2023
Q1 | $836K | Buy |
3,701
+100
| +3% | +$22.6K | 0.49% | 44 |
|
|
2022
Q4 | $835K | Buy |
3,601
+400
| +12% | +$92.7K | 0.48% | 49 |
|
|
2022
Q3 | $735K | Buy |
3,201
+350
| +12% | +$80.4K | 0.48% | 44 |
|
|
2022
Q2 | $664K | Buy |
2,851
+1,351
| +90% | +$315K | 0.39% | 48 |
|
|
2022
Q1 | $345K | Buy |
1,500
+150
| +11% | +$34.5K | 0.18% | 67 |
|
|
2021
Q4 | $339K | Buy |
+1,350
| New | +$339K | 0.17% | 69 |
|