HB 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 | $2.17M | Buy |
13,333
+655
| +5% | +$107K | 0.02% | 349 |
|
|
2025
Q1 | $2.33M | Buy |
12,678
+7,416
| +141% | +$1.36M | 0.02% | 346 |
|
|
2024
Q4 | $1.16M | Buy |
5,262
+1,028
| +24% | +$227K | 0.01% | 385 |
|
|
2024
Q3 | $1.09M | Buy |
4,234
+1,569
| +59% | +$404K | 0.01% | 374 |
|
|
2024
Q2 | $686K | Buy |
2,665
+918
| +53% | +$236K | 0.01% | 449 |
|
|
2024
Q1 | $475K | Buy |
1,747
+166
| +10% | +$45.1K | 0.01% | 514 |
|
|
2023
Q4 | $382K | Sell |
1,581
-38
| -2% | -$9.19K | 0.01% | 525 |
|
|
2023
Q3 | $407K | Buy |
1,619
+330
| +26% | +$82.9K | 0.01% | 488 |
|
|
2023
Q2 | $317K | Buy |
1,289
+1
| +0.1% | +$246 | 0.01% | 527 |
|
|
2023
Q1 | $291K | Sell |
1,288
-645
| -33% | -$146K | 0.01% | 542 |
|
|
2022
Q4 | $448K | Buy |
1,933
+866
| +81% | +$201K | 0.01% | 422 |
|
|
2022
Q3 | $245K | Buy |
1,067
+34
| +3% | +$7.81K | 0.01% | 484 |
|
|
2022
Q2 | $241K | Buy |
1,033
+82
| +9% | +$19.1K | ﹤0.01% | 497 |
|
|
2022
Q1 | $219K | Sell |
951
-374
| -28% | -$86.1K | ﹤0.01% | 544 |
|
|
2021
Q4 | $333K | Buy |
+1,325
| New | +$333K | 0.01% | 369 |
|