IHT 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 | $366K | Buy |
2,251
+822
| +58% | +$134K | 0.01% | 809 |
|
|
2025
Q1 | $262K | Sell |
1,429
-607
| -30% | -$111K | 0.01% | 917 |
|
|
2024
Q4 | $450K | Sell |
2,036
-611
| -23% | -$135K | 0.01% | 717 |
|
|
2024
Q3 | $682K | Sell |
2,647
-48
| -2% | -$12.4K | 0.02% | 617 |
|
|
2024
Q2 | $693K | Sell |
2,695
-148
| -5% | -$38.1K | 0.03% | 531 |
|
|
2024
Q1 | $773K | Buy |
2,843
+132
| +5% | +$35.9K | 0.03% | 496 |
|
|
2023
Q4 | $655K | Sell |
2,711
-291
| -10% | -$70.3K | 0.03% | 514 |
|
|
2023
Q3 | $755K | Buy |
3,002
+333
| +12% | +$83.7K | 0.04% | 418 |
|
|
2023
Q2 | $657K | Buy |
2,669
+263
| +11% | +$64.7K | 0.03% | 457 |
|
|
2023
Q1 | $543K | Buy |
2,406
+45
| +2% | +$10.2K | 0.03% | 472 |
|
|
2022
Q4 | $547K | Buy |
2,361
+277
| +13% | +$64.2K | 0.03% | 464 |
|
|
2022
Q3 | $479K | Buy |
2,084
+135
| +7% | +$31K | 0.04% | 465 |
|
|
2022
Q2 | $454K | Sell |
1,949
-76
| -4% | -$17.7K | 0.04% | 406 |
|
|
2022
Q1 | $466K | Buy |
2,025
+28
| +1% | +$6.44K | 0.04% | 429 |
|
|
2021
Q4 | $501K | Buy |
1,997
+53
| +3% | +$13.3K | 0.04% | 438 |
|
|
2021
Q3 | $410K | Sell |
1,944
-625
| -24% | -$132K | 0.03% | 488 |
|
|
2021
Q2 | $601K | Buy |
2,569
+22
| +0.9% | +$5.15K | 0.04% | 466 |
|
|
2021
Q1 | $581K | Sell |
2,547
-39
| -2% | -$8.9K | 0.04% | 409 |
|
|
2020
Q4 | $567K | Buy |
2,586
+163
| +7% | +$35.7K | 0.05% | 365 |
|
|
2020
Q3 | $459K | Buy |
2,423
+190
| +9% | +$36K | 0.05% | 368 |
|
|
2020
Q2 | $391K | Sell |
2,233
-69
| -3% | -$12.1K | 0.05% | 342 |
|
|
2020
Q1 | $330K | Buy |
2,302
+388
| +20% | +$55.6K | 0.05% | 367 |
|
|
2019
Q4 | $363K | Buy |
1,914
+152
| +9% | +$28.8K | 0.04% | 397 |
|
|
2019
Q3 | $365K | Buy |
1,762
+500
| +40% | +$104K | 0.05% | 379 |
|
|
2019
Q2 | $249K | Buy |
+1,262
| New | +$249K | 0.04% | 441 |
|
|
2018
Q2 | – | Sell |
-460
| Closed | -$105K | – | 1239 |
|
|
2018
Q1 | $105K | Hold |
460
| – | – | 0.03% | 467 |
|
|
2017
Q4 | $100K | Buy |
460
+10
| +2% | +$2.17K | 0.03% | 493 |
|
|
2017
Q3 | $94K | Buy |
450
+25
| +6% | +$5.22K | 0.04% | 369 |
|
|
2017
Q2 | $67 | Sell |
425
-25
| -6% | -$4 | 0.03% | 440 |
|
|
2017
Q1 | $73K | Buy |
450
+240
| +114% | +$38.9K | 0.05% | 338 |
|
|
2016
Q4 | $32K | Buy |
+210
| New | +$32K | 0.02% | 501 |
|