GeoWealth 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 | $43.1K | Sell |
265
-62
| -19% | -$10.1K | ﹤0.01% | 969 |
|
|
2025
Q1 | $60K | Sell |
327
-492
| -60% | -$90.3K | ﹤0.01% | 872 |
|
|
2024
Q4 | $181K | Sell |
819
-43
| -5% | -$9.5K | 0.01% | 799 |
|
|
2024
Q3 | $222K | Sell |
862
-138
| -14% | -$35.6K | 0.01% | 684 |
|
|
2024
Q2 | $257K | Buy |
1,000
+224
| +29% | +$57.6K | 0.01% | 618 |
|
|
2024
Q1 | $211K | Buy |
+776
| New | +$211K | 0.01% | 670 |
|