AE 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 | $239K | Sell |
1,467
-40
| -3% | -$6.51K | ﹤0.01% | 1226 |
|
|
2025
Q1 | $277K | Buy |
1,507
+25
| +2% | +$4.59K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $328K | Sell |
1,482
-175
| -11% | -$38.7K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $427K | Buy |
1,657
+127
| +8% | +$32.7K | ﹤0.01% | 931 |
|
|
2024
Q2 | $394K | Buy |
1,530
+142
| +10% | +$36.5K | ﹤0.01% | 948 |
|
|
2024
Q1 | $377K | Sell |
1,388
-8,169
| -85% | -$2.22M | ﹤0.01% | 897 |
|
|
2023
Q4 | $2.38M | Buy |
9,557
+5,269
| +123% | +$1.31M | 0.01% | 845 |
|
|
2023
Q3 | $1.08M | Buy |
4,288
+1,040
| +32% | +$261K | 0.01% | 1065 |
|
|
2023
Q2 | $799K | Sell |
3,248
-12,428
| -79% | -$3.06M | ﹤0.01% | 1169 |
|
|
2023
Q1 | $3.54M | Sell |
15,676
-4,140
| -21% | -$935K | 0.02% | 606 |
|
|
2022
Q4 | $4.59M | Sell |
19,816
-17,792
| -47% | -$4.12M | 0.03% | 496 |
|
|
2022
Q3 | $8.64M | Buy |
37,608
+23,597
| +168% | +$5.42M | 0.07% | 309 |
|
|
2022
Q2 | $3.27M | Buy |
14,011
+7,747
| +124% | +$1.81M | 0.03% | 514 |
|
|
2022
Q1 | $1.44M | Buy |
6,264
+137
| +2% | +$31.6K | 0.01% | 798 |
|
|
2021
Q4 | $1.54M | Sell |
6,127
-8,831
| -59% | -$2.22M | 0.01% | 784 |
|
|
2021
Q3 | $3.15M | Buy |
14,958
+1,495
| +11% | +$315K | 0.03% | 501 |
|
|
2021
Q2 | $3.15M | Buy |
13,463
+1,908
| +17% | +$446K | 0.03% | 490 |
|
|
2021
Q1 | $2.64M | Buy |
11,555
+1,471
| +15% | +$335K | 0.03% | 492 |
|
|
2020
Q4 | $2.21M | Buy |
10,084
+1,338
| +15% | +$293K | 0.03% | 469 |
|
|
2020
Q3 | $1.66M | Buy |
8,746
+369
| +4% | +$70K | 0.02% | 482 |
|
|
2020
Q2 | $1.47M | Buy |
8,377
+5,367
| +178% | +$939K | 0.02% | 499 |
|
|
2020
Q1 | $432K | Sell |
3,010
-100
| -3% | -$14.4K | 0.01% | 724 |
|
|
2019
Q4 | $590K | Buy |
3,110
+216
| +7% | +$41K | 0.01% | 683 |
|
|
2019
Q3 | $600K | Sell |
2,894
-506
| -15% | -$105K | 0.02% | 570 |
|
|
2019
Q2 | $670K | Buy |
3,400
+1,656
| +95% | +$326K | 0.02% | 511 |
|
|
2019
Q1 | $306K | Buy |
+1,744
| New | +$306K | 0.02% | 459 |
|