Accurate 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 | $224K | Sell |
1,299
-2
| -0.2% | -$344 | 0.03% | 412 |
|
|
2025
Q1 | $242K | Buy |
1,301
+8
| +0.6% | +$1.49K | 0.05% | 336 |
|
|
2024
Q4 | $235K | Sell |
1,293
-2
| -0.2% | -$364 | 0.05% | 337 |
|
|
2024
Q3 | $316K | Buy |
1,295
+104
| +9% | +$25.4K | 0.06% | 279 |
|
|
2024
Q2 | $297K | Sell |
1,191
-43
| -3% | -$10.7K | 0.07% | 237 |
|
|
2024
Q1 | $322K | Sell |
1,234
-10
| -0.8% | -$2.61K | 0.09% | 197 |
|
|
2023
Q4 | $320K | Sell |
1,244
-135
| -10% | -$34.8K | 0.1% | 190 |
|
|
2023
Q3 | $328K | Buy |
1,379
+125
| +10% | +$29.7K | 0.1% | 183 |
|
|
2023
Q2 | $320K | Buy |
1,254
+50
| +4% | +$12.8K | 0.1% | 194 |
|
|
2023
Q1 | $271K | Sell |
1,204
-3
| -0.2% | -$674 | 0.09% | 201 |
|
|
2022
Q4 | $266K | Buy |
1,207
+120
| +11% | +$26.4K | 0.1% | 182 |
|
|
2022
Q3 | $468K | Sell |
1,087
-71
| -6% | -$30.6K | 0.2% | 96 |
|
|
2022
Q2 | $279K | Buy |
1,158
+52
| +5% | +$12.5K | 0.15% | 114 |
|
|
2022
Q1 | $255K | Buy |
1,106
+952
| +618% | +$219K | 0.11% | 137 |
|
|
2021
Q4 | $258K | Buy |
154
+43
| +39% | +$72K | 0.21% | 118 |
|
|
2021
Q3 | $243K | Sell |
111
-1,034
| -90% | -$2.26M | 0.21% | 118 |
|
|
2021
Q2 | $268K | Buy |
+1,145
| New | +$268K | 0.24% | 105 |
|