Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $816K | Hold |
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|
2022
Q1 | $806K | Hold |
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|
2021
Q4 | $878K | Hold |
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|
2021
Q3 | $746K | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12K | Buy |
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