Marion 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
Q1 | – | Sell |
-5,747
| Closed | -$1.27M | – | 135 |
|
|
2024
Q4 | $1.27M | Buy |
5,747
+193
| +3% | +$42.7K | 0.34% | 67 |
|
|
2024
Q3 | $1.43M | Buy |
5,554
+289
| +5% | +$74.5K | 0.38% | 61 |
|
|
2024
Q2 | $1.35M | Buy |
5,265
+144
| +3% | +$37K | 0.4% | 58 |
|
|
2024
Q1 | $1.39M | Buy |
5,121
+55
| +1% | +$14.9K | 0.42% | 56 |
|
|
2023
Q4 | $1.22M | Buy |
5,066
+1,151
| +29% | +$278K | 0.39% | 62 |
|
|
2023
Q3 | $984K | Buy |
3,915
+23
| +0.6% | +$5.78K | 0.35% | 59 |
|
|
2023
Q2 | $958K | Buy |
3,892
+89
| +2% | +$21.9K | 0.34% | 59 |
|
|
2023
Q1 | $859K | Buy |
3,803
+346
| +10% | +$78.2K | 0.32% | 62 |
|
|
2022
Q4 | $801K | Buy |
3,457
+526
| +18% | +$122K | 0.34% | 63 |
|
|
2022
Q3 | $673K | Buy |
2,931
+192
| +7% | +$44.1K | 0.35% | 61 |
|
|
2022
Q2 | $638K | Sell |
2,739
-8
| -0.3% | -$1.86K | 0.33% | 67 |
|
|
2022
Q1 | $633K | Buy |
2,747
+28
| +1% | +$6.45K | 0.31% | 69 |
|
|
2021
Q4 | $682K | Buy |
+2,719
| New | +$682K | 0.32% | 65 |
|