IAG Wealth Partners’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 | $4.07K | Hold |
25
| – | – | ﹤0.01% | 417 |
|
2025
Q1 | $4.59K | Hold |
25
| – | – | ﹤0.01% | 410 |
|
2024
Q4 | $5.53K | Hold |
25
| – | – | ﹤0.01% | 415 |
|
2024
Q3 | $6.44K | Hold |
25
| – | – | ﹤0.01% | 388 |
|
2024
Q2 | $6.43K | Hold |
25
| – | – | ﹤0.01% | 377 |
|
2024
Q1 | $6.79K | Hold |
25
| – | – | ﹤0.01% | 356 |
|
2023
Q4 | $6.04K | Hold |
25
| – | – | ﹤0.01% | 354 |
|
2023
Q3 | $6.28K | Hold |
25
| – | – | ﹤0.01% | 349 |
|
2023
Q2 | $6.15K | Hold |
25
| – | – | ﹤0.01% | 365 |
|
2023
Q1 | $5.65K | Hold |
25
| – | – | ﹤0.01% | 375 |
|
2022
Q4 | $5.79K | Hold |
25
| – | – | ﹤0.01% | 345 |
|
2022
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 333 |
|
2022
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 323 |
|
2022
Q1 | $6K | Sell |
25
-25
| -50% | -$6K | ﹤0.01% | 347 |
|
2021
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 275 |
|
2021
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 262 |
|
2021
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 244 |
|
2021
Q1 | $12K | Hold |
50
| – | – | ﹤0.01% | 244 |
|
2020
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 235 |
|
2020
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 225 |
|
2020
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
2020
Q1 | $8K | Hold |
50
| – | – | 0.01% | 237 |
|
2019
Q4 | $10K | Buy |
+50
| New | +$10K | 0.01% | 259 |
|