Pinnacle Wealth Management Advisory Group’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 |
-1,162
| Closed | -$257K | – | 377 |
|
|
2024
Q4 | $257K | Sell |
1,162
-70
| -6% | -$15.5K | 0.02% | 306 |
|
|
2024
Q3 | $317K | Sell |
1,232
-9
| -0.7% | -$2.32K | 0.03% | 266 |
|
|
2024
Q2 | $319K | Buy |
1,241
+31
| +3% | +$7.98K | 0.03% | 258 |
|
|
2024
Q1 | $329K | Buy |
1,210
+16
| +1% | +$4.35K | 0.04% | 244 |
|
|
2023
Q4 | $289K | Sell |
1,194
-95
| -7% | -$23K | 0.03% | 257 |
|
|
2023
Q3 | $324K | Buy |
1,289
+17
| +1% | +$4.27K | 0.04% | 223 |
|
|
2023
Q2 | $313K | Buy |
1,272
+241
| +23% | +$59.3K | 0.04% | 232 |
|
|
2023
Q1 | $233K | Buy |
1,031
+66
| +7% | +$14.9K | 0.03% | 273 |
|
|
2022
Q4 | $224K | Sell |
965
-726
| -43% | -$168K | 0.03% | 268 |
|
|
2022
Q3 | $388K | Sell |
1,691
-252
| -13% | -$57.8K | 0.06% | 184 |
|
|
2022
Q2 | $453K | Buy |
1,943
+18
| +0.9% | +$4.2K | 0.07% | 178 |
|
|
2022
Q1 | $443K | Sell |
1,925
-1,350
| -41% | -$311K | 0.06% | 196 |
|
|
2021
Q4 | $822K | Buy |
3,275
+1
| +0% | +$251 | 0.13% | 137 |
|
|
2021
Q3 | $690K | Buy |
3,274
+100
| +3% | +$21.1K | 0.16% | 122 |
|
|
2021
Q2 | $742K | Buy |
+3,174
| New | +$742K | 0.17% | 121 |
|