Independent Solutions 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 | $480K | Sell |
2,951
-47
| -2% | -$7.65K | 0.09% | 125 |
|
|
2025
Q1 | $550K | Sell |
2,998
-861
| -22% | -$158K | 0.12% | 121 |
|
|
2024
Q4 | $853K | Sell |
3,859
-6
| -0.2% | -$1.33K | 0.19% | 112 |
|
|
2024
Q3 | $996K | Sell |
3,865
-160
| -4% | -$41.2K | 0.23% | 97 |
|
|
2024
Q2 | $1.04M | Sell |
4,025
-162
| -4% | -$41.7K | 0.24% | 97 |
|
|
2024
Q1 | $1.14M | Sell |
4,187
-20
| -0.5% | -$5.44K | 0.27% | 91 |
|
|
2023
Q4 | $1.02M | Sell |
4,207
-358
| -8% | -$86.5K | 0.26% | 90 |
|
|
2023
Q3 | $1.15M | Sell |
4,565
-362
| -7% | -$91K | 0.3% | 78 |
|
|
2023
Q2 | $1.21M | Sell |
4,927
-86
| -2% | -$21.2K | 0.31% | 74 |
|
|
2023
Q1 | $1.13M | Sell |
5,013
-2,195
| -30% | -$496K | 0.33% | 72 |
|
|
2022
Q4 | $1.67M | Sell |
7,208
-148
| -2% | -$34.3K | 0.51% | 49 |
|
|
2022
Q3 | $1.69M | Sell |
7,356
-129
| -2% | -$29.6K | 0.55% | 47 |
|
|
2022
Q2 | $1.74M | Sell |
7,485
-281
| -4% | -$65.5K | 0.54% | 51 |
|
|
2022
Q1 | $1.79M | Sell |
7,766
-429
| -5% | -$98.8K | 0.42% | 58 |
|
|
2021
Q4 | $2.06M | Sell |
8,195
-26
| -0.3% | -$6.53K | 0.48% | 53 |
|
|
2021
Q3 | $1.73M | Buy |
8,221
+513
| +7% | +$108K | 0.43% | 55 |
|
|
2021
Q2 | $1.8M | Buy |
7,708
+633
| +9% | +$148K | 0.44% | 55 |
|
|
2021
Q1 | $1.61M | Buy |
7,075
+985
| +16% | +$225K | 0.44% | 58 |
|
|
2020
Q4 | $1.33M | Buy |
6,090
+1,732
| +40% | +$379K | 0.42% | 54 |
|
|
2020
Q3 | $826K | Sell |
4,358
-334
| -7% | -$63.3K | 0.32% | 66 |
|
|
2020
Q2 | $821K | Buy |
4,692
+2,487
| +113% | +$435K | 0.35% | 59 |
|
|
2020
Q1 | $316K | Buy |
2,205
+445
| +25% | +$63.8K | 0.17% | 96 |
|
|
2019
Q4 | $334K | Buy |
+1,760
| New | +$334K | 0.15% | 119 |
|