Pacific Capital Wealth Advisors’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 |
-12
| Closed | -$2.65K | – | 338 |
|
|
2024
Q4 | $2.65K | Hold |
12
| – | – | ﹤0.01% | 337 |
|
|
2024
Q3 | $3.09K | Hold |
12
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $3.09K | Hold |
12
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $3.26K | Hold |
12
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $2.9K | Buy |
+12
| New | +$2.9K | ﹤0.01% | 274 |
|