Atria Wealth Solutions’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 | – | Sell |
-3,841
| Closed | -$705K | – | 1868 |
|
|
2025
Q1 | $705K | Sell |
3,841
-2,627
| -41% | -$482K | 0.01% | 1022 |
|
|
2024
Q4 | $1.43M | Sell |
6,468
-538
| -8% | -$119K | 0.02% | 771 |
|
|
2024
Q3 | $1.81M | Sell |
7,006
-1,186
| -14% | -$306K | 0.02% | 675 |
|
|
2024
Q2 | $2.11M | Buy |
8,192
+98
| +1% | +$25.2K | 0.02% | 605 |
|
|
2024
Q1 | $2.2M | Buy |
8,094
+572
| +8% | +$155K | 0.02% | 599 |
|
|
2023
Q4 | $1.82M | Buy |
7,522
+846
| +13% | +$205K | 0.02% | 631 |
|
|
2023
Q3 | $1.68M | Buy |
6,676
+208
| +3% | +$52.3K | 0.02% | 620 |
|
|
2023
Q2 | $1.59M | Buy |
6,468
+1,428
| +28% | +$351K | 0.02% | 654 |
|
|
2023
Q1 | $1.14M | Sell |
5,040
-30
| -0.6% | -$6.78K | 0.02% | 741 |
|
|
2022
Q4 | $1.17M | Buy |
5,070
+315
| +7% | +$73K | 0.02% | 677 |
|
|
2022
Q3 | $1.09M | Buy |
4,755
+813
| +21% | +$187K | 0.02% | 688 |
|
|
2022
Q2 | $919K | Buy |
3,942
+208
| +6% | +$48.5K | 0.02% | 714 |
|
|
2022
Q1 | $860K | Buy |
+3,734
| New | +$860K | 0.01% | 795 |
|