Pinnacle Wealth Planning Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-912
| Closed | -$235K | – | 544 |
|
|
2024
Q3 | $235K | Buy |
912
+1
| +0.1% | +$258 | 0.03% | 398 |
|
|
2024
Q2 | $234K | Hold |
911
| – | – | 0.03% | 365 |
|
|
2024
Q1 | $248K | Hold |
911
| – | – | 0.04% | 358 |
|
|
2023
Q4 | $220K | Hold |
911
| – | – | 0.03% | 367 |
|
|
2023
Q3 | $229K | Sell |
911
-8
| -0.9% | -$2.01K | 0.04% | 324 |
|
|
2023
Q2 | $226K | Hold |
919
| – | – | 0.04% | 341 |
|
|
2023
Q1 | $208K | Sell |
919
-8
| -0.9% | -$1.81K | 0.03% | 389 |
|
|
2022
Q4 | $215K | Sell |
927
-12
| -1% | -$2.78K | 0.04% | 346 |
|
|
2022
Q3 | $216K | Sell |
939
-1
| -0.1% | -$230 | 0.04% | 308 |
|
|
2022
Q2 | $219K | Buy |
+940
| New | +$219K | 0.04% | 320 |
|
|
2022
Q1 | – | Sell |
-860
| Closed | -$216K | – | 470 |
|
|
2021
Q4 | $216K | Buy |
+860
| New | +$216K | 0.04% | 344 |
|
|
2021
Q1 | – | Sell |
-514
| Closed | -$112K | – | 1734 |
|
|
2020
Q4 | $112K | Buy |
+514
| New | +$112K | 0.03% | 425 |
|