Wellington Shields & Co’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$11.1K | – | 316 |
|
|
2024
Q4 | $11.1K | Sell |
50
-100
| -67% | -$22.1K | ﹤0.01% | 288 |
|
|
2024
Q3 | $38.7K | Hold |
150
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $38.6K | Buy |
150
+50
| +50% | +$12.9K | 0.01% | 283 |
|
|
2024
Q1 | $27.2K | Hold |
100
| – | – | 0.01% | 289 |
|
|
2023
Q4 | $24.2K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $25.1K | Sell |
100
-500
| -83% | -$126K | 0.01% | 275 |
|
|
2023
Q2 | $148K | Sell |
600
-21
| -3% | -$5.17K | 0.03% | 225 |
|
|
2023
Q1 | $140K | Buy |
621
+521
| +521% | +$118K | 0.03% | 228 |
|
|
2022
Q4 | $23.2K | Hold |
100
| – | – | 0.01% | 280 |
|
|
2022
Q3 | $23K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $23K | Buy |
+100
| New | +$23K | 0.01% | 272 |
|
|
2020
Q4 | – | Sell |
-3,850
| Closed | -$730K | – | 191 |
|
|
2020
Q3 | $730K | Buy |
3,850
+250
| +7% | +$47.4K | 0.31% | 75 |
|
|
2020
Q2 | $630K | Buy |
+3,600
| New | +$630K | 0.28% | 80 |
|