Mission 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 |
-924
| Closed | -$204K | – | 658 |
|
|
2024
Q4 | $204K | Buy |
+924
| New | +$204K | ﹤0.01% | 598 |
|
|
2021
Q3 | – | Sell |
-1,202
| Closed | -$281K | – | 501 |
|
|
2021
Q2 | $281K | Sell |
1,202
-101
| -8% | -$23.6K | 0.01% | 404 |
|
|
2021
Q1 | $297K | Sell |
1,303
-2
| -0.2% | -$456 | 0.02% | 364 |
|
|
2020
Q4 | $286K | Sell |
1,305
-277
| -18% | -$60.7K | 0.02% | 343 |
|
|
2020
Q3 | $300K | Buy |
+1,582
| New | +$300K | 0.02% | 279 |
|