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