AWM
Aries Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
2,049
-770
| -27% | -$125K | 0.09% | 172 |
|
|
2025
Q1 | $517K | Buy |
2,819
+153
| +6% | +$28.1K | 0.14% | 134 |
|
|
2024
Q4 | $589K | Sell |
2,666
-40
| -1% | -$8.84K | 0.16% | 128 |
|
|
2024
Q3 | $697K | Sell |
2,706
-90
| -3% | -$23.2K | 0.19% | 109 |
|
|
2024
Q2 | $719K | Hold |
2,796
| – | – | 0.23% | 102 |
|
|
2024
Q1 | $760K | Sell |
2,796
-35
| -1% | -$9.51K | 0.24% | 97 |
|
|
2023
Q4 | $684K | Sell |
2,831
-260
| -8% | -$62.9K | 0.24% | 97 |
|
|
2023
Q3 | $726K | Buy |
3,091
+226
| +8% | +$53.1K | 0.28% | 87 |
|
|
2023
Q2 | $705K | Buy |
2,865
+9
| +0.3% | +$2.22K | 0.27% | 92 |
|
|
2023
Q1 | $645K | Buy |
2,856
+46
| +2% | +$10.4K | 0.26% | 98 |
|
|
2022
Q4 | $651K | Buy |
2,810
+80
| +3% | +$18.5K | 0.28% | 93 |
|
|
2022
Q3 | $675K | Buy |
2,730
+171
| +7% | +$42.3K | 0.3% | 81 |
|
|
2022
Q2 | $596K | Buy |
+2,559
| New | +$596K | 0.27% | 89 |
|
|
2022
Q1 | – | Sell |
-2,133
| Closed | -$535K | – | 200 |
|
|
2021
Q4 | $535K | Buy |
2,133
+56
| +3% | +$14K | 0.2% | 104 |
|
|
2021
Q3 | $438K | Buy |
2,077
+163
| +9% | +$34.4K | 0.19% | 110 |
|
|
2021
Q2 | $448K | Buy |
1,914
+62
| +3% | +$14.5K | 0.19% | 108 |
|
|
2021
Q1 | $424K | Buy |
1,852
+480
| +35% | +$110K | 0.19% | 107 |
|
|
2020
Q4 | $316K | Buy |
1,372
+100
| +8% | +$23K | 0.16% | 119 |
|
|
2020
Q3 | $241K | Buy |
1,272
+80
| +7% | +$15.2K | 0.14% | 126 |
|
|
2020
Q2 | $209K | Buy |
+1,192
| New | +$209K | 0.13% | 131 |
|