Carson Wealth (CWM LLC)’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
4,709
-1,620
| -26% | -$264K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $1.16M | Sell |
6,329
-1,155
| -15% | -$212K | ﹤0.01% | 1052 |
|
|
2024
Q4 | $1.65M | Buy |
7,484
+2,419
| +48% | +$535K | 0.01% | 856 |
|
|
2024
Q3 | $1.31M | Sell |
5,065
-61
| -1% | -$15.7K | 0.01% | 883 |
|
|
2024
Q2 | $1.32M | Buy |
5,126
+50
| +1% | +$12.9K | 0.01% | 768 |
|
|
2024
Q1 | $1.38M | Sell |
5,076
-197
| -4% | -$53.6K | 0.01% | 730 |
|
|
2023
Q4 | $1.28M | Buy |
5,273
+820
| +18% | +$198K | 0.01% | 706 |
|
|
2023
Q3 | $1.12M | Buy |
4,453
+306
| +7% | +$76.9K | 0.01% | 698 |
|
|
2023
Q2 | $1.02M | Buy |
4,147
+337
| +9% | +$83K | 0.01% | 707 |
|
|
2023
Q1 | $861K | Buy |
3,810
+365
| +11% | +$82.5K | 0.01% | 701 |
|
|
2022
Q4 | $798K | Buy |
3,445
+460
| +15% | +$107K | 0.01% | 675 |
|
|
2022
Q3 | $685K | Buy |
2,985
+220
| +8% | +$50.5K | 0.01% | 662 |
|
|
2022
Q2 | $644K | Buy |
2,765
+411
| +17% | +$95.7K | 0.01% | 671 |
|
|
2022
Q1 | $542K | Sell |
2,354
-1,369
| -37% | -$315K | ﹤0.01% | 707 |
|
|
2021
Q4 | $934K | Buy |
+3,723
| New | +$934K | 0.01% | 585 |
|
|
2021
Q2 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2020
Q3 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2020
Q2 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2020
Q1 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2019
Q4 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2019
Q3 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2019
Q2 | $390K | Hold |
1,666
| – | – | ﹤0.01% | 721 |
|
|
2019
Q1 | $390K | Sell |
1,666
-21
| -1% | -$4.92K | ﹤0.01% | 721 |
|
|
2018
Q4 | $271K | Sell |
1,687
-25
| -1% | -$4.02K | 0.01% | 540 |
|
|
2018
Q3 | $369K | Buy |
1,712
+131
| +8% | +$28.2K | 0.01% | 416 |
|
|
2018
Q2 | $346K | Buy |
1,581
+59
| +4% | +$12.9K | 0.01% | 362 |
|
|
2018
Q1 | $347K | Buy |
1,522
+5
| +0.3% | +$1.14K | 0.01% | 314 |
|
|
2017
Q4 | $347K | Hold |
1,517
| – | – | 0.02% | 294 |
|
|
2017
Q3 | $303K | Buy |
1,517
+71
| +5% | +$14.2K | 0.01% | 290 |
|
|
2017
Q2 | $280K | Buy |
1,446
+41
| +3% | +$7.94K | 0.01% | 288 |
|
|
2017
Q1 | $228K | Buy |
1,405
+1
| +0.1% | +$162 | 0.01% | 282 |
|
|
2016
Q4 | $215K | Sell |
1,404
-65
| -4% | -$9.95K | 0.01% | 264 |
|
|
2016
Q3 | $245K | Buy |
1,469
+136
| +10% | +$22.7K | 0.02% | 246 |
|
|
2016
Q2 | $220K | Hold |
1,333
| – | – | 0.02% | 236 |
|
|
2016
Q1 | $201K | Buy |
+1,333
| New | +$201K | 0.02% | 229 |
|
|
2014
Q1 | – | Sell |
-101
| Closed | -$7K | – | 401 |
|
|
2013
Q4 | $7K | Sell |
101
-6
| -6% | -$416 | ﹤0.01% | 443 |
|
|
2013
Q3 | $6K | Buy |
+107
| New | +$6K | ﹤0.01% | 367 |
|