WCA
Waratah Capital Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 186 |
|
|
2018
Q1 | – | Sell |
-11,947
| Closed | -$2.73M | – | 150 |
|
|
2017
Q4 | $2.73M | Buy |
11,947
+417
| +4% | +$95.3K | 0.32% | 60 |
|
|
2017
Q3 | $2.3M | Sell |
11,530
-153
| -1% | -$30.5K | 0.29% | 62 |
|
|
2017
Q2 | $2.26M | Buy |
+11,683
| New | +$2.26M | 0.32% | 65 |
|
|
2016
Q4 | – | Sell |
-36,625
| Closed | -$6.1M | – | 178 |
|
|
2016
Q3 | $6.1M | Sell |
36,625
-8,100
| -18% | -$1.35M | 1.09% | 38 |
|
|
2016
Q2 | $7.4M | Sell |
44,725
-73,449
| -62% | -$12.1M | 1.51% | 22 |
|
|
2016
Q1 | $17.9M | Buy |
118,174
+57,984
| +96% | +$8.76M | 3.62% | 4 |
|
|
2015
Q4 | $8.57M | Buy |
+60,190
| New | +$8.57M | 1.58% | 17 |
|