NewEdge Wealth’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 |
-1,238
| Closed | -$227K | – | 1029 |
|
|
2025
Q1 | $227K | Sell |
1,238
-5,642
| -82% | -$1.04M | ﹤0.01% | 858 |
|
|
2024
Q4 | $1.52M | Sell |
6,880
-1,501
| -18% | -$332K | 0.03% | 410 |
|
|
2024
Q3 | $2.16M | Buy |
8,381
+5,360
| +177% | +$1.38M | 0.04% | 331 |
|
|
2024
Q2 | $777K | Sell |
3,021
-481
| -14% | -$124K | 0.02% | 455 |
|
|
2024
Q1 | $890K | Buy |
3,502
+1,264
| +56% | +$321K | 0.02% | 448 |
|
|
2023
Q4 | $541K | Buy |
2,238
+1,338
| +149% | +$323K | 0.01% | 496 |
|
|
2023
Q3 | $226K | Buy |
900
+34
| +4% | +$8.55K | 0.01% | 593 |
|
|
2023
Q2 | $213K | Sell |
866
-57
| -6% | -$14K | 0.01% | 596 |
|
|
2023
Q1 | $208K | Buy |
+923
| New | +$208K | 0.01% | 578 |
|
|
2022
Q3 | – | Sell |
-1,262
| Closed | -$294K | – | 592 |
|
|
2022
Q2 | $294K | Buy |
+1,262
| New | +$294K | 0.01% | 467 |
|