Keebeck 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 | $303K | Hold |
1,860
| – | – | 0.04% | 279 |
|
|
2025
Q1 | $341K | Sell |
1,860
-3
| -0.2% | -$551 | 0.05% | 200 |
|
|
2024
Q4 | $412K | Hold |
1,863
| – | – | 0.06% | 184 |
|
|
2024
Q3 | $480K | Buy |
1,863
+20
| +1% | +$5.15K | 0.07% | 175 |
|
|
2024
Q2 | $474K | Hold |
1,843
| – | – | 0.07% | 179 |
|
|
2024
Q1 | $501K | Sell |
1,843
-57
| -3% | -$15.5K | 0.07% | 187 |
|
|
2023
Q4 | $459K | Hold |
1,900
| – | – | 0.08% | 187 |
|
|
2023
Q3 | $478K | Sell |
1,900
-92
| -5% | -$23.1K | 0.08% | 180 |
|
|
2023
Q2 | $490K | Hold |
1,992
| – | – | 0.07% | 183 |
|
|
2023
Q1 | $450K | Hold |
1,992
| – | – | 0.07% | 171 |
|
|
2022
Q4 | $462K | Sell |
1,992
-48
| -2% | -$11.1K | 0.08% | 162 |
|
|
2022
Q3 | $469K | Hold |
2,040
| – | – | 0.09% | 156 |
|
|
2022
Q2 | $475K | Sell |
2,040
-20
| -1% | -$4.66K | 0.09% | 163 |
|
|
2022
Q1 | $474K | Hold |
2,060
| – | – | 0.08% | 163 |
|
|
2021
Q4 | $517K | Hold |
2,060
| – | – | 0.09% | 147 |
|
|
2021
Q3 | $434K | Sell |
2,060
-21
| -1% | -$4.42K | 0.09% | 148 |
|
|
2021
Q2 | $487K | Hold |
2,081
| – | – | 0.07% | 164 |
|
|
2021
Q1 | $474K | Buy |
2,081
+21
| +1% | +$4.78K | 0.07% | 169 |
|
|
2020
Q4 | $451K | Hold |
2,060
| – | – | 0.08% | 157 |
|
|
2020
Q3 | $390K | Hold |
2,060
| – | – | 0.08% | 145 |
|
|
2020
Q2 | $360K | Buy |
2,060
+200
| +11% | +$35K | 0.11% | 130 |
|
|
2020
Q1 | $266K | Buy |
1,860
+1,500
| +417% | +$215K | 0.11% | 127 |
|
|
2019
Q4 | $68K | Buy |
+360
| New | +$68K | 0.02% | 202 |
|