Hubbell Strickland 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
Q1 | – | Sell |
-917
| Closed | -$203K | – | 84 |
|
|
2024
Q4 | $203K | Hold |
917
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $236K | Hold |
917
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $236K | Sell |
917
-30
| -3% | -$7.72K | 0.12% | 65 |
|
|
2024
Q1 | $257K | Sell |
947
-30
| -3% | -$8.15K | 0.13% | 61 |
|
|
2023
Q4 | $236K | Hold |
977
| – | – | 0.13% | 63 |
|
|
2023
Q3 | $246K | Hold |
977
| – | – | 0.15% | 61 |
|
|
2023
Q2 | $241K | Hold |
977
| – | – | 0.14% | 63 |
|
|
2023
Q1 | $221K | Sell |
977
-505
| -34% | -$114K | 0.13% | 61 |
|
|
2022
Q4 | $343K | Buy |
1,482
+579
| +64% | +$134K | 0.21% | 48 |
|
|
2022
Q3 | $207K | Buy |
903
+3
| +0.3% | +$688 | 0.14% | 56 |
|
|
2022
Q2 | $210K | Buy |
+900
| New | +$210K | 0.14% | 58 |
|