Plante Moran Financial 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
Q2 | $658 | Hold |
4
| – | – | ﹤0.01% | 714 |
|
|
2025
Q1 | $738 | Hold |
4
| – | – | ﹤0.01% | 734 |
|
|
2024
Q4 | $884 | Hold |
4
| – | – | ﹤0.01% | 825 |
|
|
2024
Q3 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $1.09K | Hold |
4
| – | – | ﹤0.01% | 783 |
|
|
2023
Q4 | $967 | Hold |
4
| – | – | ﹤0.01% | 763 |
|
|
2023
Q3 | $1.01K | Buy |
+4
| New | +$1.01K | ﹤0.01% | 691 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$6.03K | – | 936 |
|
|
2022
Q4 | $6.03K | Buy |
+26
| New | +$6.03K | ﹤0.01% | 647 |
|
|
2022
Q1 | – | Sell |
-39
| Closed | -$10K | – | 1013 |
|
|
2021
Q4 | $10K | Buy |
39
+36
| +1,200% | +$9.23K | ﹤0.01% | 690 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $1K | Sell |
3
-357
| -99% | -$119K | ﹤0.01% | 922 |
|
|
2021
Q1 | $82K | Buy |
360
+257
| +250% | +$58.5K | 0.02% | 280 |
|
|
2020
Q4 | $23K | Sell |
103
-163
| -61% | -$36.4K | 0.01% | 507 |
|
|
2020
Q3 | $50K | Buy |
266
+166
| +166% | +$31.2K | 0.02% | 321 |
|
|
2020
Q2 | $17K | Buy |
+100
| New | +$17K | 0.01% | 457 |
|
|
2019
Q4 | – | Sell |
-234
| Closed | -$49K | – | 891 |
|
|
2019
Q3 | $49K | Hold |
234
| – | – | 0.01% | 343 |
|
|
2019
Q2 | $46K | Sell |
234
-295
| -56% | -$58K | 0.01% | 354 |
|
|
2019
Q1 | $93K | Buy |
529
+295
| +126% | +$51.9K | 0.03% | 226 |
|
|
2018
Q4 | $38K | Buy |
+234
| New | +$38K | 0.01% | 341 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | -$3K | – | 1007 |
|
|
2017
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 766 |
|
|
2016
Q1 | – | Sell |
-49
| Closed | -$7K | – | 1017 |
|
|
2015
Q4 | $7K | Hold |
49
| – | – | 0.01% | 653 |
|
|
2015
Q3 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 563 |
|