Connecticut 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
Q1 | – | Sell |
-1,008
| Closed | -$223K | – | 317 |
|
|
2024
Q4 | $223K | Sell |
1,008
-42
| -4% | -$9.28K | 0.01% | 252 |
|
|
2024
Q3 | $271K | Sell |
1,050
-345
| -25% | -$88.9K | 0.01% | 274 |
|
|
2024
Q2 | $359K | Buy |
1,395
+573
| +70% | +$147K | 0.02% | 244 |
|
|
2024
Q1 | $223K | Sell |
822
-63
| -7% | -$17.1K | 0.01% | 306 |
|
|
2023
Q4 | $214K | Buy |
+885
| New | +$214K | 0.01% | 307 |
|