WWM
WT Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,744
| Closed | -$1.19M | – | 119 |
|
|
2023
Q3 | $1.19M | Sell |
4,744
-38
| -0.8% | -$9.55K | 0.51% | 57 |
|
|
2023
Q2 | $1.18M | Sell |
4,782
-204
| -4% | -$50.2K | 0.49% | 60 |
|
|
2023
Q1 | $1.13M | Sell |
4,986
-282
| -5% | -$63.7K | 0.49% | 64 |
|
|
2022
Q4 | $1.22M | Buy |
+5,268
| New | +$1.22M | 0.59% | 58 |
|
|
2020
Q1 | – | Sell |
-2,967
| Closed | -$563K | – | 88 |
|
|
2019
Q4 | $563K | Sell |
2,967
-164
| -5% | -$31.1K | 0.43% | 46 |
|
|
2019
Q3 | $648K | Buy |
+3,131
| New | +$648K | 0.56% | 42 |
|