Meritas 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 | – | Sell |
-1,115
| Closed | -$205K | – | 55 |
|
|
2025
Q1 | $205K | Hold |
1,115
| – | – | 0.12% | 50 |
|
|
2024
Q4 | $246K | Hold |
1,115
| – | – | 0.15% | 47 |
|
|
2024
Q3 | $287K | Hold |
1,115
| – | – | 0.18% | 40 |
|
|
2024
Q2 | $287K | Hold |
1,115
| – | – | 0.2% | 38 |
|
|
2024
Q1 | $303K | Hold |
1,115
| – | – | 0.21% | 35 |
|
|
2023
Q4 | $270K | Hold |
1,115
| – | – | 0.2% | 39 |
|
|
2023
Q3 | $280K | Sell |
1,115
-420
| -27% | -$106K | 0.21% | 33 |
|
|
2023
Q2 | $378K | Buy |
1,535
+420
| +38% | +$103K | 0.28% | 31 |
|
|
2023
Q1 | $252K | Hold |
1,115
| – | – | 0.2% | 35 |
|
|
2022
Q4 | $258K | Buy |
+1,115
| New | +$258K | 0.21% | 37 |
|