Heritage Wealth Advisors’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 |
-20
| Closed | -$4.42K | – | 642 |
|
|
2024
Q4 | $4.42K | Buy |
20
+4
| +25% | +$884 | ﹤0.01% | 505 |
|
|
2024
Q3 | $4.12K | Sell |
16
-134
| -89% | -$34.5K | ﹤0.01% | 499 |
|
|
2024
Q2 | $38.6K | Hold |
150
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $40.8K | Hold |
150
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $36.3K | Hold |
150
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $37.7K | Sell |
150
-16
| -10% | -$4.02K | ﹤0.01% | 325 |
|
|
2023
Q2 | $40.9K | Buy |
166
+16
| +11% | +$3.94K | ﹤0.01% | 339 |
|
|
2023
Q1 | $33.9K | Hold |
150
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $34.8K | Hold |
150
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $34.5K | Sell |
150
-80
| -35% | -$18.4K | ﹤0.01% | 330 |
|
|
2022
Q2 | $54K | Buy |
230
+80
| +53% | +$18.8K | ﹤0.01% | 320 |
|
|
2022
Q1 | $35K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $38K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $31.6K | Hold |
150
| – | – | ﹤0.01% | 361 |
|
|
2021
Q2 | $35.1K | Hold |
150
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $34.2K | Hold |
150
| – | – | ﹤0.01% | 368 |
|
|
2020
Q4 | $33K | Hold |
150
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $28.4K | Hold |
150
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $26.2K | Hold |
150
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $21.5K | Sell |
150
-306
| -67% | -$43.9K | ﹤0.01% | 316 |
|
|
2019
Q4 | $86.5K | Buy |
+456
| New | +$86.5K | 0.01% | 244 |
|