Cornerstone Planning Group’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
$8.22K Sell
48
-17
-26% -$2.91K ﹤0.01% 605
2025
Q1
$12.2K Buy
65
+63
+3,150% +$11.8K ﹤0.01% 518
2024
Q4
$376 Sell
2
-31
-94% -$5.83K ﹤0.01% 1217
2024
Q3
$7.79K Buy
33
+2
+6% +$472 ﹤0.01% 470
2024
Q2
$7.33K Sell
31
-29
-48% -$6.86K ﹤0.01% 499
2024
Q1
$15.4K Sell
60
-136
-69% -$34.8K ﹤0.01% 333
2023
Q4
$47.4K Buy
196
+4
+2% +$967 0.02% 192
2023
Q3
$48.3K Buy
+192
New +$48.3K 0.02% 190