WEC
Winslow Evans & Crocker’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $968K | Buy |
5,670
+1,802
| +47% | +$308K | 0.18% | 130 |
|
|
2020
Q3 | $734K | Sell |
3,868
-95
| -2% | -$18K | 0.18% | 126 |
|
|
2020
Q2 | $694K | Sell |
3,963
-405
| -9% | -$70.9K | 0.19% | 115 |
|
|
2020
Q1 | $628K | Buy |
4,368
+346
| +9% | +$49.7K | 0.21% | 104 |
|
|
2019
Q4 | $764K | Sell |
4,022
-342
| -8% | -$65K | 0.19% | 117 |
|
|
2019
Q3 | $906K | Sell |
4,364
-72
| -2% | -$14.9K | 0.25% | 89 |
|
|
2019
Q2 | $874K | Sell |
4,436
-72
| -2% | -$14.2K | 0.24% | 96 |
|
|
2019
Q1 | $792K | Buy |
4,508
+1,046
| +30% | +$184K | 0.22% | 98 |
|
|
2018
Q4 | $558K | Hold |
3,462
| – | – | 0.19% | 118 |
|
|
2018
Q3 | $748K | Sell |
3,462
-216
| -6% | -$46.7K | 0.23% | 102 |
|
|
2018
Q2 | $808K | Buy |
3,678
+54
| +1% | +$11.9K | 0.25% | 96 |
|
|
2018
Q1 | $825K | Buy |
3,624
+92
| +3% | +$21K | 0.27% | 87 |
|
|
2017
Q4 | $807K | Sell |
3,532
-990
| -22% | -$226K | 0.26% | 89 |
|
|
2017
Q3 | $902K | Sell |
4,522
-1,696
| -27% | -$338K | 0.3% | 76 |
|
|
2017
Q2 | $1.2M | Buy |
6,218
+524
| +9% | +$101K | 0.33% | 76 |
|
|
2017
Q1 | $923K | Buy |
5,694
+916
| +19% | +$148K | 0.29% | 74 |
|
|
2016
Q4 | $732K | Sell |
4,778
-90
| -2% | -$13.8K | 0.23% | 99 |
|
|
2016
Q3 | $810K | Buy |
4,868
+1,040
| +27% | +$173K | 0.23% | 96 |
|
|
2016
Q2 | $633K | Sell |
3,828
-2,177
| -36% | -$360K | 0.19% | 117 |
|
|
2016
Q1 | $907K | Buy |
6,005
+209
| +4% | +$31.6K | 0.27% | 86 |
|
|
2015
Q4 | $825K | Buy |
5,796
+3,266
| +129% | +$465K | 0.24% | 96 |
|
|
2015
Q3 | $317K | Hold |
2,530
| – | – | 0.1% | 210 |
|
|
2015
Q2 | $294K | Hold |
2,530
| – | – | 0.08% | 238 |
|
|
2015
Q1 | $294K | Buy |
2,530
+144
| +6% | +$16.7K | 0.08% | 243 |
|
|
2014
Q4 | $234K | Sell |
2,386
-3,776
| -61% | -$371K | 0.07% | 266 |
|
|
2014
Q3 | $537K | Buy |
6,162
+5,092
| +476% | +$444K | 0.15% | 158 |
|
|
2014
Q2 | $94.3K | Buy |
1,070
+355
| +50% | +$31.3K | 0.03% | 375 |
|
|
2014
Q1 | $60.8K | Buy |
715
+215
| +43% | +$18.3K | 0.02% | 450 |
|
|
2013
Q4 | $35K | Buy |
+500
| New | +$35K | 0.01% | 575 |
|