Western Pacific Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-242
| Closed | -$65.8K | – | 288 |
|
|
2024
Q1 | $65.8K | Hold |
242
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $58.5K | Hold |
242
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $60.8K | Sell |
242
-32
| -12% | -$8.04K | 0.05% | 119 |
|
|
2023
Q2 | $67.4K | Hold |
274
| – | – | 0.05% | 116 |
|
|
2023
Q1 | $61.9K | Sell |
274
-117
| -30% | -$26.4K | 0.05% | 121 |
|
|
2022
Q4 | $90.6K | Buy |
391
+141
| +56% | +$32.7K | 0.08% | 83 |
|
|
2022
Q3 | $57K | Buy |
+250
| New | +$57K | 0.06% | 89 |
|