HighMark 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 | $336 | Sell |
2
-32
| -94% | -$5.38K | ﹤0.01% | 573 |
|
2025
Q1 | $6.25K | Hold |
34
| – | – | ﹤0.01% | 344 |
|
2024
Q4 | $7.53K | Hold |
34
| – | – | ﹤0.01% | 333 |
|
2024
Q3 | $8.78K | Sell |
34
-2
| -6% | -$516 | ﹤0.01% | 316 |
|
2024
Q2 | $9.28K | Sell |
36
-25
| -41% | -$6.44K | 0.01% | 291 |
|
2024
Q1 | $17.7K | Hold |
61
| – | – | 0.01% | 210 |
|
2023
Q4 | $14.8K | Buy |
61
+6
| +11% | +$1.45K | 0.01% | 223 |
|
2023
Q3 | $13.8K | Sell |
55
-3
| -5% | -$755 | 0.01% | 222 |
|
2023
Q2 | $13.3K | Buy |
58
+4
| +7% | +$918 | 0.01% | 224 |
|
2023
Q1 | $12.2K | Buy |
54
+5
| +10% | +$1.13K | 0.01% | 269 |
|
2022
Q4 | $11.4K | Buy |
49
+6
| +14% | +$1.39K | 0.01% | 232 |
|
2022
Q3 | $10K | Sell |
43
-1
| -2% | -$233 | 0.01% | 251 |
|
2022
Q2 | $10K | Buy |
44
+5
| +13% | +$1.14K | 0.01% | 251 |
|
2022
Q1 | $9K | Buy |
39
+22
| +129% | +$5.08K | 0.01% | 285 |
|
2021
Q4 | $4K | Sell |
17
-10
| -37% | -$2.35K | ﹤0.01% | 387 |
|
2021
Q3 | $6K | Sell |
27
-1
| -4% | -$222 | ﹤0.01% | 335 |
|
2021
Q2 | $7K | Sell |
28
-7
| -20% | -$1.75K | 0.01% | 316 |
|
2021
Q1 | $8K | Buy |
35
+6
| +21% | +$1.37K | 0.01% | 278 |
|
2020
Q4 | $6K | Buy |
29
+3
| +12% | +$621 | 0.01% | 317 |
|
2020
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 326 |
|
2020
Q2 | $5K | Sell |
26
-10
| -28% | -$1.92K | 0.01% | 315 |
|
2020
Q1 | $5K | Sell |
36
-13
| -27% | -$1.81K | 0.01% | 238 |
|
2019
Q4 | $9K | Buy |
+49
| New | +$9K | 0.01% | 230 |
|