HHM 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
Q2 | $1.95K | Hold |
12
| – | – | ﹤0.01% | 768 |
|
|
2025
Q1 | $2.2K | Sell |
12
-21
| -64% | -$3.86K | ﹤0.01% | 746 |
|
|
2024
Q4 | $7.29K | Buy |
33
+12
| +57% | +$2.65K | ﹤0.01% | 636 |
|
|
2024
Q3 | $5.41K | Buy |
+21
| New | +$5.41K | ﹤0.01% | 644 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1.58K | – | 849 |
|
|
2023
Q1 | $1.58K | Hold |
7
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $1.62K | Buy |
+7
| New | +$1.62K | ﹤0.01% | 622 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$15K | – | 840 |
|
|
2022
Q1 | $15K | Hold |
63
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $16K | Hold |
63
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $13K | Hold |
63
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $15K | Hold |
63
| – | – | ﹤0.01% | 439 |
|
|
2021
Q1 | $14K | Hold |
63
| – | – | ﹤0.01% | 421 |
|
|
2020
Q4 | $14K | Hold |
63
| – | – | ﹤0.01% | 395 |
|
|
2020
Q3 | $12K | Hold |
63
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $11K | Buy |
+63
| New | +$11K | ﹤0.01% | 366 |
|