Global Wealth Management Investment Advisory’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 |
-9,238
| Closed | -$2.04M | – | 148 |
|
|
2024
Q4 | $2.04M | Buy |
9,238
+1,514
| +20% | +$335K | 0.42% | 70 |
|
|
2024
Q3 | $1.99M | Buy |
7,724
+2,076
| +37% | +$535K | 0.43% | 68 |
|
|
2024
Q2 | $1.45M | Buy |
5,648
+103
| +2% | +$26.5K | 0.34% | 76 |
|
|
2024
Q1 | $1.51M | Buy |
5,545
+5,350
| +2,744% | +$1.45M | 0.37% | 71 |
|
|
2023
Q4 | $47.1K | Hold |
195
| – | – | 0.01% | 194 |
|
|
2023
Q3 | $49K | Hold |
195
| – | – | 0.01% | 195 |
|
|
2023
Q2 | $48K | Buy |
+195
| New | +$48K | 0.01% | 196 |
|
|
2022
Q3 | – | Sell |
-221
| Closed | -$52K | – | 428 |
|
|
2022
Q2 | $52K | Sell |
221
-4,119
| -95% | -$969K | 0.02% | 175 |
|
|
2022
Q1 | $1M | Buy |
4,340
+276
| +7% | +$63.6K | 0.3% | 82 |
|
|
2021
Q4 | $1.02M | Buy |
4,064
+640
| +19% | +$161K | 0.31% | 85 |
|
|
2021
Q3 | $721K | Buy |
3,424
+524
| +18% | +$110K | 0.23% | 91 |
|
|
2021
Q2 | $678K | Buy |
2,900
+97
| +3% | +$22.7K | 0.23% | 89 |
|
|
2021
Q1 | $639K | Buy |
2,803
+329
| +13% | +$75K | 0.23% | 87 |
|
|
2020
Q4 | $542K | Buy |
2,474
+290
| +13% | +$63.5K | 0.21% | 86 |
|
|
2020
Q3 | $414K | Buy |
2,184
+225
| +11% | +$42.7K | 0.18% | 87 |
|
|
2020
Q2 | $343K | Buy |
1,959
+457
| +30% | +$80K | 0.15% | 94 |
|
|
2020
Q1 | $215K | Buy |
1,502
+93
| +7% | +$13.3K | 0.11% | 102 |
|
|
2019
Q4 | $267K | Buy |
1,409
+29
| +2% | +$5.5K | 0.11% | 102 |
|
|
2019
Q3 | $286K | Sell |
1,380
-494
| -26% | -$102K | 0.13% | 93 |
|
|
2019
Q2 | $369K | Buy |
1,874
+18
| +1% | +$3.54K | 0.18% | 85 |
|
|
2019
Q1 | $325K | Sell |
1,856
-3,612
| -66% | -$632K | 0.17% | 90 |
|
|
2018
Q4 | $879K | Buy |
+5,468
| New | +$879K | 0.51% | 66 |
|