WNY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-850
| Closed | -$231K | – | 249 |
|
|
2024
Q1 | $231K | Sell |
850
-199
| -19% | -$54.1K | 0.04% | 212 |
|
|
2023
Q4 | $254K | Buy |
1,049
+236
| +29% | +$57.1K | 0.04% | 196 |
|
|
2023
Q3 | $204K | Sell |
813
-119
| -13% | -$29.9K | 0.04% | 199 |
|
|
2023
Q2 | $229K | Buy |
932
+1
| +0.1% | +$246 | 0.05% | 174 |
|
|
2023
Q1 | $210K | Buy |
931
+1
| +0.1% | +$226 | 0.05% | 177 |
|
|
2022
Q4 | $215K | Buy |
+930
| New | +$215K | 0.06% | 174 |
|