Kingswood Wealth Advisors’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 | $512K | Buy |
3,145
+476
| +18% | +$77.4K | 0.04% | 406 |
|
|
2025
Q1 | $491K | Buy |
2,669
+196
| +8% | +$36.1K | 0.04% | 402 |
|
|
2024
Q4 | $547K | Sell |
2,473
-2,462
| -50% | -$544K | 0.04% | 413 |
|
|
2024
Q3 | $1.27M | Sell |
4,935
-219
| -4% | -$56.4K | 0.09% | 247 |
|
|
2024
Q2 | $1.33M | Buy |
5,154
+24
| +0.5% | +$6.18K | 0.12% | 184 |
|
|
2024
Q1 | $1.39M | Sell |
5,130
-285
| -5% | -$77.5K | 0.16% | 149 |
|
|
2023
Q4 | $1.31M | Buy |
5,415
+3,849
| +246% | +$931K | 0.15% | 156 |
|
|
2023
Q3 | $394K | Sell |
1,566
-1,081
| -41% | -$272K | 0.07% | 288 |
|
|
2023
Q2 | $652K | Buy |
+2,647
| New | +$652K | 0.21% | 110 |
|