AWM
Axxcess Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
3,030
+355
| +13% | +$57.8K | 0.01% | 595 |
|
|
2025
Q1 | $491K | Sell |
2,675
-206
| -7% | -$37.8K | 0.01% | 562 |
|
|
2024
Q4 | $637K | Sell |
2,881
-56
| -2% | -$12.4K | 0.02% | 493 |
|
|
2024
Q3 | $757K | Buy |
2,937
+4
| +0.1% | +$1.03K | 0.02% | 455 |
|
|
2024
Q2 | $755K | Sell |
2,933
-2,696
| -48% | -$694K | 0.02% | 430 |
|
|
2024
Q1 | $1.53M | Buy |
5,629
+1,200
| +27% | +$326K | 0.04% | 294 |
|
|
2023
Q4 | $1.07M | Buy |
4,429
+2,784
| +169% | +$673K | 0.03% | 343 |
|
|
2023
Q3 | $413K | Buy |
+1,645
| New | +$413K | 0.01% | 521 |
|
|
2023
Q2 | – | Sell |
-1,794
| Closed | -$405K | – | 679 |
|
|
2023
Q1 | $405K | Sell |
1,794
-144
| -7% | -$32.5K | 0.03% | 412 |
|
|
2022
Q4 | $449K | Buy |
+1,938
| New | +$449K | 0.04% | 375 |
|
|
2022
Q1 | – | Sell |
-925
| Closed | -$232K | – | 696 |
|
|
2021
Q4 | $232K | Buy |
+925
| New | +$232K | 0.02% | 543 |
|