Pinnacle Wealth Planning Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $28.5K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $112K | Buy |
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