CWM
Compass Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Buy |
51,857
+8,214
| +19% | +$1.34M | 2.01% | 7 |
|
|
2025
Q1 | $8.01M | Buy |
43,643
+6,436
| +17% | +$1.18M | 2.04% | 6 |
|
|
2024
Q4 | $8.22M | Sell |
37,207
-632
| -2% | -$140K | 1.98% | 5 |
|
|
2024
Q3 | $9.75M | Buy |
37,839
+2,022
| +6% | +$521K | 2.3% | 4 |
|
|
2024
Q2 | $9.22M | Buy |
35,817
+607
| +2% | +$156K | 2.27% | 5 |
|
|
2024
Q1 | $9.57M | Buy |
35,210
+2,610
| +8% | +$709K | 2.4% | 5 |
|
|
2023
Q4 | $7.88M | Buy |
32,600
+3,679
| +13% | +$889K | 2.2% | 5 |
|
|
2023
Q3 | $7.27M | Buy |
28,921
+411
| +1% | +$103K | 2.28% | 4 |
|
|
2023
Q2 | $7.02M | Buy |
28,510
+614
| +2% | +$151K | 2.12% | 6 |
|
|
2023
Q1 | $6.3M | Sell |
27,896
-515
| -2% | -$116K | 2% | 7 |
|
|
2022
Q4 | $6.58M | Buy |
+28,411
| New | +$6.58M | 2.16% | 5 |
|