Centurion 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
Q2 | – | Sell |
-1,160
| Closed | -$256K | – | 245 |
|
2025
Q1 | $256K | Hold |
1,160
| – | – | 0.08% | 176 |
|
2024
Q4 | $256K | Hold |
1,160
| – | – | 0.08% | 176 |
|
2024
Q3 | $299K | Buy |
+1,160
| New | +$299K | 0.1% | 157 |
|
2024
Q1 | $315K | Hold |
1,160
| – | – | 0.12% | 118 |
|
2023
Q4 | $280K | Hold |
1,160
| – | – | 0.12% | 127 |
|
2023
Q3 | $292K | Hold |
1,160
| – | – | 0.14% | 104 |
|
2023
Q2 | $286K | Hold |
1,160
| – | – | 0.14% | 115 |
|
2023
Q1 | $262K | Hold |
1,160
| – | – | 0.13% | 116 |
|
2022
Q4 | $269K | Buy |
+1,160
| New | +$269K | 0.15% | 115 |
|