Golden State 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
Q2 | $62.1K | Sell |
381
-583
| -60% | -$95K | 0.01% | 600 |
|
|
2025
Q1 | $177K | Buy |
964
+34
| +4% | +$6.24K | 0.03% | 353 |
|
|
2024
Q4 | $206K | Buy |
+930
| New | +$206K | 0.03% | 319 |
|
|
2020
Q3 | – | Sell |
-1,280
| Closed | -$224K | – | 454 |
|
|
2020
Q2 | $224K | Buy |
1,280
+5
| +0.4% | +$875 | 0.07% | 169 |
|
|
2020
Q1 | $183K | Buy |
+1,275
| New | +$183K | 0.08% | 168 |
|
|
2019
Q4 | – | Sell |
-2,653
| Closed | -$550K | – | 807 |
|
|
2019
Q3 | $550K | Sell |
2,653
-613
| -19% | -$127K | 0.18% | 102 |
|
|
2019
Q2 | $643K | Sell |
3,266
-5
| -0.2% | -$984 | 0.2% | 99 |
|
|
2019
Q1 | $573K | Buy |
+3,271
| New | +$573K | 0.19% | 105 |
|