Wealth Advisors’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 | $465K | Hold |
1,850
| – | – | 0.21% | 40 |
|
|
2023
Q2 | $464K | Hold |
1,850
| – | – | 0.2% | 39 |
|
|
2023
Q1 | $422K | Sell |
1,850
-100
| -5% | -$22.8K | 0.2% | 40 |
|
|
2022
Q4 | $452K | Sell |
1,950
-1,500
| -43% | -$348K | 0.24% | 41 |
|
|
2022
Q3 | $792K | Sell |
3,450
-50
| -1% | -$11.5K | 0.4% | 31 |
|
|
2022
Q2 | $816K | Hold |
3,500
| – | – | 0.4% | 31 |
|
|
2022
Q1 | $806K | Hold |
3,500
| – | – | 0.29% | 37 |
|
|
2021
Q4 | $878K | Hold |
3,500
| – | – | 0.3% | 33 |
|
|
2021
Q3 | $746K | Sell |
3,500
-1,500
| -30% | -$320K | 0.29% | 36 |
|
|
2021
Q2 | $1.13M | Sell |
5,000
-700
| -12% | -$158K | 0.41% | 27 |
|
|
2021
Q1 | $1.36M | Buy |
5,700
+5,635
| +8,669% | +$1.34M | 0.54% | 27 |
|
|
2020
Q4 | $14K | Buy |
+65
| New | +$14K | 0.01% | 58 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$12K | – | 66 |
|
|
2020
Q2 | $12K | Buy |
+65
| New | +$12K | 0.01% | 56 |
|