Center for Financial Planning’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 | $7.32K | Hold |
45
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $8.26K | Hold |
45
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $9.95K | Sell |
45
-100
| -69% | -$22.1K | ﹤0.01% | 420 |
|
|
2024
Q3 | $37.4K | Hold |
145
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $37.3K | Hold |
145
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $39.4K | Hold |
145
| – | – | 0.01% | 268 |
|
|
2023
Q4 | $35.1K | Buy |
145
+10
| +7% | +$2.42K | 0.01% | 259 |
|
|
2023
Q3 | $33.9K | Hold |
135
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $33.2K | Hold |
135
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $30.5K | Hold |
135
| – | – | 0.01% | 265 |
|
|
2022
Q4 | $31.3K | Hold |
135
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $31K | Hold |
135
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $31K | Hold |
135
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $31K | Hold |
135
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $34K | Hold |
135
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $28K | Hold |
135
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $32K | Buy |
135
+100
| +286% | +$23.7K | 0.01% | 260 |
|
|
2021
Q1 | $8K | Hold |
35
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 338 |
|
|
2020
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 344 |
|