Kingsview 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 | $718K | Sell |
4,413
-240
| -5% | -$39K | 0.01% | 664 |
|
|
2025
Q1 | $854K | Sell |
4,653
-829
| -15% | -$152K | 0.02% | 588 |
|
|
2024
Q4 | $1.21M | Buy |
5,482
+144
| +3% | +$31.8K | 0.02% | 503 |
|
|
2024
Q3 | $1.38M | Sell |
5,338
-243
| -4% | -$62.6K | 0.03% | 459 |
|
|
2024
Q2 | $1.44M | Sell |
5,581
-717
| -11% | -$184K | 0.03% | 425 |
|
|
2024
Q1 | $1.71M | Sell |
6,298
-99
| -2% | -$26.9K | 0.04% | 373 |
|
|
2023
Q4 | $1.55M | Sell |
6,397
-689
| -10% | -$167K | 0.05% | 340 |
|
|
2023
Q3 | $1.78M | Sell |
7,086
-45
| -0.6% | -$11.3K | 0.06% | 304 |
|
|
2023
Q2 | $1.76M | Sell |
7,131
-49
| -0.7% | -$12.1K | 0.07% | 267 |
|
|
2023
Q1 | $1.62M | Sell |
7,180
-937
| -12% | -$212K | 0.07% | 276 |
|
|
2022
Q4 | $1.88M | Sell |
8,117
-13
| -0.2% | -$3.01K | 0.08% | 242 |
|
|
2022
Q3 | $1.87M | Buy |
8,130
+247
| +3% | +$56.7K | 0.09% | 239 |
|
|
2022
Q2 | $1.84M | Sell |
7,883
-746
| -9% | -$174K | 0.09% | 231 |
|
|
2022
Q1 | $1.99M | Sell |
8,629
-1,248
| -13% | -$287K | 0.09% | 243 |
|
|
2021
Q4 | $2.48M | Buy |
9,877
+418
| +4% | +$105K | 0.1% | 199 |
|
|
2021
Q3 | $1.99M | Sell |
9,459
-46
| -0.5% | -$9.69K | 0.09% | 223 |
|
|
2021
Q2 | $2.21M | Buy |
9,505
+2,840
| +43% | +$659K | 0.11% | 204 |
|
|
2021
Q1 | $1.53M | Buy |
6,665
+2,936
| +79% | +$674K | 0.09% | 241 |
|
|
2020
Q4 | $817K | Buy |
3,729
+2,420
| +185% | +$530K | 0.06% | 320 |
|
|
2020
Q3 | $248K | Buy |
1,309
+9
| +0.7% | +$1.71K | 0.02% | 520 |
|
|
2020
Q2 | $227K | Buy |
+1,300
| New | +$227K | 0.02% | 498 |
|
|
2018
Q1 | – | Sell |
-979
| Closed | -$224K | – | 332 |
|
|
2017
Q4 | $224K | Buy |
+979
| New | +$224K | 0.08% | 283 |
|