Nikulski Financial’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 |
-1,235
| Closed | -$273K | – | 140 |
|
|
2024
Q4 | $273K | Hold |
1,235
| – | – | 0.08% | 114 |
|
|
2024
Q3 | $318K | Sell |
1,235
-190
| -13% | -$49K | 0.1% | 104 |
|
|
2024
Q2 | $367K | Sell |
1,425
-75
| -5% | -$19.3K | 0.12% | 96 |
|
|
2024
Q1 | $408K | Hold |
1,500
| – | – | 0.14% | 93 |
|
|
2023
Q4 | $363K | Hold |
1,500
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $377K | Hold |
1,500
| – | – | 0.16% | 97 |
|
|
2023
Q2 | $369K | Sell |
1,500
-20
| -1% | -$4.92K | 0.15% | 94 |
|
|
2023
Q1 | $343K | Sell |
1,520
-110
| -7% | -$24.8K | 0.15% | 100 |
|
|
2022
Q4 | $378K | Sell |
1,630
-25
| -2% | -$5.79K | 0.18% | 95 |
|
|
2022
Q3 | $380K | Hold |
1,655
| – | – | 0.2% | 94 |
|
|
2022
Q2 | $386K | Hold |
1,655
| – | – | 0.19% | 95 |
|
|
2022
Q1 | $381K | Hold |
1,655
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $415K | Sell |
1,655
-75
| -4% | -$18.8K | 0.17% | 89 |
|
|
2021
Q3 | $364K | Hold |
1,730
| – | – | 0.17% | 95 |
|
|
2021
Q2 | $391K | Sell |
1,730
-165
| -9% | -$37.3K | 0.18% | 93 |
|
|
2021
Q1 | $432K | Sell |
1,895
-10
| -0.5% | -$2.28K | 0.22% | 85 |
|
|
2020
Q4 | $417K | Buy |
1,905
+90
| +5% | +$19.7K | 0.23% | 80 |
|
|
2020
Q3 | $344K | Buy |
1,815
+280
| +18% | +$53.1K | 0.22% | 82 |
|
|
2020
Q2 | $269K | Buy |
+1,535
| New | +$269K | 0.19% | 91 |
|