Carolina 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 | $3.25K | Hold |
20
| – | – | ﹤0.01% | 206 |
|
|
2025
Q1 | $3.67K | Hold |
20
| – | – | ﹤0.01% | 206 |
|
|
2024
Q4 | $4.42K | Sell |
20
-20
| -50% | -$4.42K | ﹤0.01% | 204 |
|
|
2024
Q3 | $10.3K | Hold |
40
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $10.3K | Hold |
40
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $10.9K | Hold |
40
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $9.67K | Sell |
40
-20
| -33% | -$4.84K | 0.01% | 160 |
|
|
2023
Q3 | $15.1K | Hold |
60
| – | – | 0.01% | 156 |
|
|
2023
Q2 | $14.8K | Hold |
60
| – | – | 0.01% | 142 |
|
|
2023
Q1 | $13.6K | Hold |
60
| – | – | 0.01% | 143 |
|
|
2022
Q4 | $14K | Buy |
60
+20
| +50% | +$4.67K | 0.01% | 138 |
|
|
2022
Q3 | $9K | Hold |
40
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $9K | Hold |
40
| – | – | 0.01% | 170 |
|
|
2022
Q1 | $9K | Hold |
40
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | 0.01% | 188 |
|
|
2021
Q3 | $8K | Hold |
40
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $9K | Hold |
40
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $9K | Hold |
40
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $9K | Hold |
40
| – | – | 0.01% | 152 |
|
|
2020
Q3 | $8K | Hold |
40
| – | – | 0.01% | 150 |
|
|
2020
Q2 | $7K | Hold |
40
| – | – | 0.01% | 130 |
|
|
2020
Q1 | $6K | Hold |
40
| – | – | 0.01% | 127 |
|
|
2019
Q4 | $8K | Buy |
+40
| New | +$8K | 0.01% | 135 |
|