GPS Wealth Strategies 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 | $226K | Sell |
1,389
-22
| -2% | -$3.58K | 0.03% | 306 |
|
2025
Q1 | $259K | Sell |
1,411
-245
| -15% | -$45K | 0.03% | 269 |
|
2024
Q4 | $366K | Hold |
1,656
| – | – | 0.05% | 211 |
|
2024
Q3 | $427K | Buy |
1,656
+100
| +6% | +$25.8K | 0.06% | 204 |
|
2024
Q2 | $400K | Sell |
1,556
-41
| -3% | -$10.5K | 0.06% | 186 |
|
2024
Q1 | $434K | Sell |
1,597
-180
| -10% | -$48.9K | 0.07% | 171 |
|
2023
Q4 | $430K | Hold |
1,777
| – | – | 0.08% | 164 |
|
2023
Q3 | $447K | Hold |
1,777
| – | – | 0.09% | 156 |
|
2023
Q2 | $437K | Sell |
1,777
-206
| -10% | -$50.7K | 0.08% | 158 |
|
2023
Q1 | $448K | Buy |
+1,983
| New | +$448K | 0.09% | 151 |
|
2022
Q4 | – | Sell |
-2,126
| Closed | -$488K | – | 963 |
|
2022
Q3 | $488K | Buy |
2,126
+84
| +4% | +$19.3K | 0.12% | 123 |
|
2022
Q2 | $476K | Buy |
2,042
+1,096
| +116% | +$255K | 0.12% | 129 |
|
2022
Q1 | $218K | Buy |
946
+775
| +453% | +$179K | 0.05% | 200 |
|
2021
Q4 | $43K | Buy |
171
+1
| +0.6% | +$251 | 0.01% | 435 |
|
2021
Q3 | $36K | Hold |
170
| – | – | 0.01% | 456 |
|
2021
Q2 | $40K | Buy |
170
+1
| +0.6% | +$235 | 0.01% | 453 |
|
2021
Q1 | $38K | Buy |
+169
| New | +$38K | 0.01% | 431 |
|