Mattern 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 |
-976
| Closed | -$216K | – | 173 |
|
|
2024
Q4 | $216K | Hold |
976
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $252K | Hold |
976
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $251K | Hold |
976
| – | – | 0.06% | 155 |
|
|
2024
Q1 | $265K | Sell |
976
-11
| -1% | -$2.99K | 0.06% | 147 |
|
|
2023
Q4 | $239K | Buy |
+987
| New | +$239K | 0.06% | 156 |
|