Carolinas Wealth Consulting’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 |
-116
| Closed | -$21.3K | – | 828 |
|
|
2025
Q1 | $21.3K | Sell |
116
-2
| -2% | -$367 | ﹤0.01% | 451 |
|
|
2024
Q4 | $26K | Sell |
118
-34
| -22% | -$7.5K | 0.01% | 443 |
|
|
2024
Q3 | $39K | Sell |
152
-2
| -1% | -$514 | 0.01% | 394 |
|
|
2024
Q2 | $39.4K | Buy |
154
+3
| +2% | +$767 | 0.01% | 396 |
|
|
2024
Q1 | $41.1K | Sell |
151
-137
| -48% | -$37.3K | 0.01% | 403 |
|
|
2023
Q4 | $69.6K | Buy |
288
+193
| +203% | +$46.6K | 0.02% | 290 |
|
|
2023
Q3 | $22.2K | Sell |
95
-6
| -6% | -$1.4K | 0.01% | 416 |
|
|
2023
Q2 | $24.7K | Sell |
101
-1
| -1% | -$245 | ﹤0.01% | 439 |
|
|
2023
Q1 | $23K | Hold |
102
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $23.6K | Buy |
102
+97
| +1,940% | +$22.5K | 0.01% | 466 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 854 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 888 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 935 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 909 |
|
|
2021
Q2 | $1K | Sell |
5
-82
| -94% | -$16.4K | ﹤0.01% | 917 |
|
|
2021
Q1 | $20K | Buy |
87
+1
| +1% | +$230 | ﹤0.01% | 517 |
|
|
2020
Q4 | $19K | Buy |
86
+75
| +682% | +$16.6K | 0.01% | 488 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 745 |
|
|
2020
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 515 |
|