Meridian 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 | $304K | Sell |
1,869
-129
| -6% | -$21K | 0.01% | 558 |
|
|
2025
Q1 | $367K | Buy |
1,998
+173
| +9% | +$31.7K | 0.02% | 482 |
|
|
2024
Q4 | $403K | Buy |
1,825
+120
| +7% | +$26.5K | 0.02% | 463 |
|
|
2024
Q3 | $439K | Sell |
1,705
-2
| -0.1% | -$515 | 0.02% | 436 |
|
|
2024
Q2 | $439K | Buy |
+1,707
| New | +$439K | 0.05% | 189 |
|
|
2024
Q1 | – | Sell |
-1,891
| Closed | -$457K | – | 503 |
|
|
2023
Q4 | $457K | Buy |
1,891
+143
| +8% | +$34.6K | 0.03% | 404 |
|
|
2023
Q3 | $439K | Sell |
1,748
-45
| -3% | -$11.3K | 0.03% | 389 |
|
|
2023
Q2 | $441K | Sell |
1,793
-130
| -7% | -$32K | 0.04% | 349 |
|
|
2023
Q1 | $434K | Buy |
1,923
+58
| +3% | +$13.1K | 0.04% | 344 |
|
|
2022
Q4 | $432K | Buy |
1,865
+97
| +5% | +$22.5K | 0.04% | 336 |
|
|
2022
Q3 | $406K | Sell |
1,768
-318
| -15% | -$73K | 0.04% | 311 |
|
|
2022
Q2 | $486K | Buy |
2,086
+479
| +30% | +$112K | 0.04% | 355 |
|
|
2022
Q1 | $370K | Sell |
1,607
-264
| -14% | -$60.8K | 0.04% | 275 |
|
|
2021
Q4 | $470K | Buy |
1,871
+50
| +3% | +$12.6K | 0.05% | 254 |
|
|
2021
Q3 | $384K | Sell |
1,821
-1,098
| -38% | -$232K | 0.05% | 262 |
|
|
2021
Q2 | $683K | Buy |
2,919
+246
| +9% | +$57.6K | 0.09% | 188 |
|
|
2021
Q1 | $609K | Sell |
2,673
-135
| -5% | -$30.8K | 0.09% | 186 |
|
|
2020
Q4 | $615K | Buy |
2,808
+334
| +14% | +$73.2K | 0.1% | 166 |
|
|
2020
Q3 | $469K | Buy |
+2,474
| New | +$469K | 0.12% | 147 |
|
|
2019
Q3 | – | Sell |
-219
| Closed | -$432 | – | 453 |
|
|
2019
Q2 | $432 | Buy |
+219
| New | +$432 | 0.02% | 392 |
|
|
2018
Q3 | – | Sell |
-1,231
| Closed | -$269K | – | 198 |
|
|
2018
Q2 | $269K | Buy |
+1,231
| New | +$269K | 0.13% | 146 |
|