Williams Jones & Associates’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $309K | Sell |
1,569
-506
| -24% | -$99.7K | 0.01% | 319 |
|
2019
Q1 | $364K | Sell |
2,075
-29
| -1% | -$5.09K | 0.01% | 307 |
|
2018
Q4 | $338K | Sell |
2,104
-38,035
| -95% | -$6.11M | 0.01% | 299 |
|
2018
Q3 | $8.66M | Buy |
40,139
+386
| +1% | +$83.2K | 0.17% | 98 |
|
2018
Q2 | $8.7M | Buy |
39,753
+13,409
| +51% | +$2.93M | 0.19% | 96 |
|
2018
Q1 | $6M | Buy |
+26,344
| New | +$6M | 0.14% | 110 |
|