Pitti Group Wealth Management’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 |
-1,225
| Closed | -$271K | – | 78 |
|
|
2024
Q4 | $271K | Buy |
1,225
+360
| +42% | +$79.6K | 0.27% | 61 |
|
|
2024
Q3 | $209K | Hold |
865
| – | – | 0.23% | 59 |
|
|
2024
Q2 | $209K | Buy |
865
+10
| +1% | +$2.42K | 0.23% | 59 |
|
|
2024
Q1 | $230K | Sell |
855
-10
| -1% | -$2.68K | 0.26% | 58 |
|
|
2023
Q4 | $209K | Buy |
865
+66
| +8% | +$16K | 0.23% | 59 |
|
|
2023
Q3 | $201K | Buy |
+799
| New | +$201K | 0.23% | 63 |
|
|
2023
Q2 | – | Sell |
-1,489
| Closed | -$336K | – | 70 |
|
|
2023
Q1 | $336K | Sell |
1,489
-16
| -1% | -$3.61K | 0.38% | 53 |
|
|
2022
Q4 | $349K | Sell |
1,505
-34
| -2% | -$7.88K | 0.42% | 50 |
|
|
2022
Q3 | $353K | Sell |
1,539
-4
| -0.3% | -$917 | 0.49% | 45 |
|
|
2022
Q2 | $360K | Sell |
1,543
-30
| -2% | -$7K | 0.49% | 45 |
|
|
2022
Q1 | $362K | Sell |
1,573
-70
| -4% | -$16.1K | 0.42% | 47 |
|
|
2021
Q4 | $412K | Buy |
+1,643
| New | +$412K | 0.46% | 53 |
|