Wilbanks Smith & Thomas Asset Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,198
| Closed | -$227K | – | 435 |
|
|
2019
Q4 | $227K | Sell |
1,198
-7
| -0.6% | -$1.33K | 0.01% | 377 |
|
|
2019
Q3 | $250K | Buy |
1,205
+4
| +0.3% | +$830 | 0.02% | 351 |
|
|
2019
Q2 | $237K | Buy |
1,201
+20
| +2% | +$3.95K | 0.02% | 366 |
|
|
2019
Q1 | $207K | Buy |
+1,181
| New | +$207K | 0.01% | 387 |
|
|
2018
Q4 | – | Sell |
-653
| Closed | -$141K | – | 1196 |
|
|
2018
Q3 | $141K | Buy |
+653
| New | +$141K | 0.01% | 470 |
|