Arkadios Wealth Advisors’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 | $1.18M | Buy |
7,242
+764
| +12% | +$124K | 0.03% | 503 |
|
|
2025
Q1 | $1.19M | Buy |
6,478
+3,948
| +156% | +$725K | 0.04% | 407 |
|
|
2024
Q4 | $559K | Buy |
2,530
+167
| +7% | +$36.9K | 0.03% | 503 |
|
|
2024
Q3 | $609K | Buy |
2,363
+888
| +60% | +$229K | 0.03% | 475 |
|
|
2024
Q2 | $380K | Buy |
1,475
+196
| +15% | +$50.4K | 0.03% | 558 |
|
|
2024
Q1 | $347K | Buy |
1,279
+14
| +1% | +$3.8K | 0.03% | 488 |
|
|
2023
Q4 | $306K | Buy |
1,265
+105
| +9% | +$25.4K | 0.03% | 519 |
|
|
2023
Q3 | $291K | Buy |
1,160
+18
| +2% | +$4.52K | 0.03% | 495 |
|
|
2023
Q2 | $281K | Sell |
1,142
-55
| -5% | -$13.5K | 0.03% | 463 |
|
|
2023
Q1 | $270K | Buy |
1,197
+178
| +17% | +$40.2K | 0.03% | 469 |
|
|
2022
Q4 | $236K | Buy |
1,019
+60
| +6% | +$13.9K | 0.03% | 468 |
|
|
2022
Q3 | $220K | Buy |
959
+39
| +4% | +$8.95K | 0.03% | 462 |
|
|
2022
Q2 | $214K | Sell |
920
-1
| -0.1% | -$233 | 0.03% | 487 |
|
|
2022
Q1 | $212K | Buy |
+921
| New | +$212K | 0.03% | 519 |
|
|
2021
Q4 | – | Sell |
-339
| Closed | -$71K | – | 1630 |
|
|
2021
Q3 | $71K | Sell |
339
-630
| -65% | -$132K | 0.01% | 780 |
|
|
2021
Q2 | $226K | Buy |
969
+18
| +2% | +$4.2K | 0.03% | 501 |
|
|
2021
Q1 | $217K | Buy |
951
+20
| +2% | +$4.56K | 0.04% | 394 |
|
|
2020
Q4 | $204K | Buy |
931
+799
| +605% | +$175K | 0.04% | 321 |
|
|
2020
Q3 | $24K | Sell |
132
-2
| -1% | -$363 | 0.01% | 565 |
|
|
2020
Q2 | $24K | Buy |
134
+11
| +9% | +$1.97K | 0.01% | 508 |
|
|
2020
Q1 | $17.6K | Sell |
123
-10
| -8% | -$1.43K | 0.01% | 512 |
|
|
2019
Q4 | $26.8K | Buy |
+133
| New | +$26.8K | 0.02% | 409 |
|