Wealth Advisors of Tampa Bay’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,235
| Closed | -$1.29M | – | 100 |
|
|
2023
Q2 | $1.29M | Sell |
5,235
-1
| -0% | -$246 | 0.71% | 47 |
|
|
2023
Q1 | $1.18M | Sell |
5,236
-65
| -1% | -$14.7K | 0.68% | 48 |
|
|
2022
Q4 | $1.23M | Sell |
5,301
-20
| -0.4% | -$4.64K | 0.76% | 46 |
|
|
2022
Q3 | $1.22M | Sell |
5,321
-5,469
| -51% | -$1.26M | 0.84% | 45 |
|
|
2022
Q2 | $2.52M | Sell |
10,790
-4,634
| -30% | -$1.08M | 0.78% | 46 |
|
|
2022
Q1 | $3.55M | Hold |
15,424
| – | – | 0.96% | 44 |
|
|
2021
Q4 | $3.87M | Buy |
15,424
+7,712
| +100% | +$1.94M | 0.95% | 47 |
|
|
2021
Q3 | $1.63M | Buy |
7,712
+696
| +10% | +$147K | 0.9% | 52 |
|
|
2021
Q2 | $1.64M | Buy |
7,016
+100
| +1% | +$23.4K | 0.91% | 51 |
|
|
2021
Q1 | $1.58M | Buy |
6,916
+101
| +1% | +$23K | 0.93% | 50 |
|
|
2020
Q4 | $1.49M | Hold |
6,815
| – | – | 1.04% | 44 |
|
|
2020
Q3 | $1.29M | Sell |
6,815
-1
| -0% | -$190 | 0.96% | 45 |
|
|
2020
Q2 | $1.19M | Buy |
6,816
+40
| +0.6% | +$7K | 0.99% | 42 |
|
|
2020
Q1 | $971K | Buy |
+6,776
| New | +$971K | 1.09% | 37 |
|