Hedeker Wealth’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 | – | Sell |
-14,743
| Closed | -$2.71M | – | 93 |
|
|
2025
Q1 | $2.71M | Sell |
14,743
-1,383
| -9% | -$254K | 0.73% | 44 |
|
|
2024
Q4 | $3.56M | Buy |
16,126
+100
| +0.6% | +$22.1K | 0.89% | 39 |
|
|
2024
Q3 | $4.13M | Buy |
16,026
+255
| +2% | +$65.7K | 1.09% | 38 |
|
|
2024
Q2 | $4.06M | Sell |
15,771
-581
| -4% | -$149K | 1.18% | 31 |
|
|
2024
Q1 | $4.44M | Sell |
16,352
-4,208
| -20% | -$1.14M | 1.28% | 29 |
|
|
2023
Q4 | $4.97M | Sell |
20,560
-736
| -3% | -$178K | 1.57% | 22 |
|
|
2023
Q3 | $5.35M | Buy |
21,296
+787
| +4% | +$198K | 1.86% | 18 |
|
|
2023
Q2 | $5.05M | Buy |
20,509
+3,537
| +21% | +$871K | 1.68% | 16 |
|
|
2023
Q1 | $3.83M | Sell |
16,972
-86
| -0.5% | -$19.4K | 1.36% | 25 |
|
|
2022
Q4 | $3.95M | Sell |
17,058
-22
| -0.1% | -$5.1K | 1.48% | 20 |
|
|
2022
Q3 | $3.92M | Buy |
17,080
+599
| +4% | +$138K | 1.53% | 27 |
|
|
2022
Q2 | $3.95M | Sell |
16,481
-3,279
| -17% | -$785K | 1.36% | 24 |
|
|
2022
Q1 | $4.55M | Buy |
19,760
+7,441
| +60% | +$1.71M | 1.38% | 32 |
|
|
2021
Q4 | $3.09M | Sell |
12,319
-103
| -0.8% | -$25.8K | 0.9% | 47 |
|
|
2021
Q3 | $2.62M | Buy |
12,422
+3,338
| +37% | +$703K | 0.81% | 48 |
|
|
2021
Q2 | $2.12M | Buy |
+9,084
| New | +$2.12M | 0.66% | 56 |
|