Buckley Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$221K | – | 103 |
|
|
2024
Q4 | $221K | Hold |
1,000
| – | – | 0.07% | 96 |
|
|
2024
Q3 | $258K | Hold |
1,000
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $257K | Hold |
1,000
| – | – | 0.08% | 96 |
|
|
2024
Q1 | $272K | Hold |
1,000
| – | – | 0.09% | 96 |
|
|
2023
Q4 | $242K | Hold |
1,000
| – | – | 0.08% | 95 |
|
|
2023
Q3 | $251K | Hold |
1,000
| – | – | 0.09% | 93 |
|
|
2023
Q2 | $246K | Sell |
1,000
-211
| -17% | -$51.9K | 0.08% | 112 |
|
|
2023
Q1 | $274K | Sell |
1,211
-10
| -0.8% | -$2.26K | 0.1% | 94 |
|
|
2022
Q4 | $283K | Sell |
1,221
-17
| -1% | -$3.94K | 0.1% | 95 |
|
|
2022
Q3 | $284K | Hold |
1,238
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $289K | Hold |
1,238
| – | – | 0.09% | 118 |
|
|
2022
Q1 | $285K | Buy |
1,238
+100
| +9% | +$23K | 0.08% | 125 |
|
|
2021
Q4 | $286K | Buy |
1,138
+138
| +14% | +$34.7K | 0.08% | 111 |
|
|
2021
Q3 | $211K | Hold |
1,000
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $234K | Hold |
1,000
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $228K | Hold |
1,000
| – | – | 0.08% | 117 |
|
|
2020
Q4 | $219K | Buy |
+1,000
| New | +$219K | 0.09% | 113 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$207K | – | 137 |
|
|
2019
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.1% | 128 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$216K | – | 146 |
|
|
2018
Q3 | $216K | Hold |
1,000
| – | – | 0.09% | 149 |
|
|
2018
Q2 | $219K | Hold |
1,000
| – | – | 0.1% | 154 |
|
|
2018
Q1 | $228K | Hold |
1,000
| – | – | 0.11% | 148 |
|
|
2017
Q4 | $229K | Buy |
+1,000
| New | +$229K | 0.11% | 151 |
|