BSW Wealth Partners’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 | $304K | Buy |
1,868
+50
| +3% | +$8.13K | 0.04% | 240 |
|
|
2025
Q1 | $334K | Buy |
1,818
+255
| +16% | +$46.8K | 0.05% | 218 |
|
|
2024
Q4 | $345K | Buy |
1,563
+63
| +4% | +$13.9K | 0.05% | 209 |
|
|
2024
Q3 | $387K | Sell |
1,500
-45
| -3% | -$11.6K | 0.06% | 187 |
|
|
2024
Q2 | $397K | Buy |
1,545
+156
| +11% | +$40.1K | 0.07% | 164 |
|
|
2024
Q1 | $378K | Sell |
1,389
-178
| -11% | -$48.4K | 0.06% | 174 |
|
|
2023
Q4 | $379K | Sell |
1,567
-133
| -8% | -$32.2K | 0.08% | 157 |
|
|
2023
Q3 | $427K | Buy |
1,700
+106
| +7% | +$26.6K | 0.1% | 127 |
|
|
2023
Q2 | $392K | Buy |
1,594
+13
| +0.8% | +$3.2K | 0.08% | 141 |
|
|
2023
Q1 | $357K | Buy |
+1,581
| New | +$357K | 0.07% | 191 |
|