Aberdeen 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 | $897K | Hold |
5,515
| – | – | 0.6% | 46 |
|
|
2025
Q1 | $1.01M | Hold |
5,515
| – | – | 0.7% | 36 |
|
|
2024
Q4 | $1.22M | Sell |
5,515
-75
| -1% | -$16.6K | 0.84% | 27 |
|
|
2024
Q3 | $1.44M | Hold |
5,590
| – | – | 0.95% | 25 |
|
|
2024
Q2 | $1.44M | Buy |
5,590
+35
| +0.6% | +$9.01K | 0.97% | 28 |
|
|
2024
Q1 | $1.51M | Sell |
5,555
-100
| -2% | -$27.2K | 0.88% | 27 |
|
|
2023
Q4 | $1.37M | Hold |
5,655
| – | – | 0.99% | 27 |
|
|
2023
Q3 | $1.42M | Hold |
5,655
| – | – | 1.07% | 25 |
|
|
2023
Q2 | $1.39M | Hold |
5,655
| – | – | 1.01% | 27 |
|
|
2023
Q1 | $1.28M | Hold |
5,655
| – | – | 0.95% | 28 |
|
|
2022
Q4 | $1.31M | Hold |
5,655
| – | – | 0.99% | 28 |
|
|
2022
Q3 | $1.3M | Hold |
5,655
| – | – | 1.14% | 23 |
|
|
2022
Q2 | $1.32M | Hold |
5,655
| – | – | 1.05% | 25 |
|
|
2022
Q1 | $1.3M | Buy |
5,655
+90
| +2% | +$20.7K | 0.89% | 29 |
|
|
2021
Q4 | $1.4M | Buy |
5,565
+90
| +2% | +$22.6K | 0.91% | 26 |
|
|
2021
Q3 | $1.15M | Hold |
5,475
| – | – | 1.12% | 27 |
|
|
2021
Q2 | $1.28M | Hold |
5,475
| – | – | 1.18% | 24 |
|
|
2021
Q1 | $1.25M | Sell |
5,475
-30
| -0.5% | -$6.84K | 0.99% | 30 |
|
|
2020
Q4 | $1.21M | Sell |
5,505
-5
| -0.1% | -$1.1K | 0.91% | 33 |
|
|
2020
Q3 | $1.04M | Sell |
5,510
-70
| -1% | -$13.3K | 0.99% | 31 |
|
|
2020
Q2 | $976K | Buy |
5,580
+70
| +1% | +$12.2K | 1.05% | 29 |
|
|
2020
Q1 | $790K | Hold |
5,510
| – | – | 0.96% | 31 |
|
|
2019
Q4 | $1.05M | Buy |
+5,510
| New | +$1.05M | 0.78% | 34 |
|