44 Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,358
| Closed | -$433K | – | 203 |
|
|
2025
Q1 | $433K | Sell |
2,358
-171
| -7% | -$31.4K | 0.16% | 142 |
|
|
2024
Q4 | $559K | Sell |
2,529
-359
| -12% | -$79.3K | 0.21% | 122 |
|
|
2024
Q3 | $697K | Buy |
+2,888
| New | +$697K | 0.25% | 112 |
|
|
2023
Q2 | $450K | Sell |
1,827
-14
| -0.8% | -$3.45K | 0.15% | 112 |
|
|
2023
Q1 | $416K | Hold |
1,841
| – | – | 0.14% | 119 |
|
|
2022
Q4 | $427K | Sell |
1,841
-434
| -19% | -$101K | 0.15% | 119 |
|
|
2022
Q3 | $523K | Sell |
2,275
-8
| -0.4% | -$1.84K | 0.22% | 98 |
|
|
2022
Q2 | $532K | Sell |
2,283
-36
| -2% | -$8.39K | 0.21% | 101 |
|
|
2022
Q1 | $534K | Sell |
2,319
-72
| -3% | -$16.6K | 0.19% | 109 |
|
|
2021
Q4 | $600K | Sell |
2,391
-40
| -2% | -$10K | 0.21% | 98 |
|
|
2021
Q3 | $512K | Sell |
2,431
-14
| -0.6% | -$2.95K | 0.2% | 102 |
|
|
2021
Q2 | $572K | Sell |
2,445
-6
| -0.2% | -$1.4K | 0.22% | 102 |
|
|
2021
Q1 | $559K | Sell |
2,451
-703
| -22% | -$160K | 0.23% | 92 |
|
|
2020
Q4 | $691K | Buy |
+3,154
| New | +$691K | 0.31% | 74 |
|