Prestige Wealth Management 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
Q2 | $29K | Buy |
178
+20
| +13% | +$3.25K | 0.01% | 314 |
|
|
2025
Q1 | $29K | Sell |
158
-305
| -66% | -$56K | 0.01% | 307 |
|
|
2024
Q4 | $102K | Sell |
463
-7
| -1% | -$1.55K | 0.02% | 201 |
|
|
2024
Q3 | $121K | Sell |
470
-1,051
| -69% | -$271K | 0.03% | 179 |
|
|
2024
Q2 | $391K | Sell |
1,521
-74
| -5% | -$19K | 0.08% | 102 |
|
|
2024
Q1 | $433K | Buy |
1,595
+30
| +2% | +$8.15K | 0.09% | 100 |
|
|
2023
Q4 | $378K | Sell |
1,565
-8
| -0.5% | -$1.93K | 0.09% | 101 |
|
|
2023
Q3 | $395K | Buy |
1,573
+30
| +2% | +$7.54K | 0.1% | 94 |
|
|
2023
Q2 | $380K | Sell |
1,543
-948
| -38% | -$233K | 0.09% | 105 |
|
|
2023
Q1 | $563K | Buy |
2,491
+980
| +65% | +$221K | 0.14% | 78 |
|
|
2022
Q4 | $350K | Sell |
1,511
-834
| -36% | -$193K | 0.09% | 101 |
|
|
2022
Q3 | $539K | Buy |
2,345
+75
| +3% | +$17.2K | 0.15% | 66 |
|
|
2022
Q2 | $529K | Sell |
2,270
-5
| -0.2% | -$1.17K | 0.14% | 68 |
|
|
2022
Q1 | $524K | Buy |
2,275
+776
| +52% | +$179K | 0.13% | 78 |
|
|
2021
Q4 | $376K | Buy |
1,499
+1,022
| +214% | +$256K | 0.09% | 93 |
|
|
2021
Q3 | $100K | Hold |
477
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $111K | Hold |
477
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $108K | Buy |
477
+2
| +0.4% | +$453 | 0.03% | 176 |
|
|
2020
Q4 | $104K | Sell |
475
-73
| -13% | -$16K | 0.03% | 171 |
|
|
2020
Q3 | $104K | Hold |
548
| – | – | 0.03% | 166 |
|
|
2020
Q2 | $96K | Sell |
548
-39
| -7% | -$6.83K | 0.03% | 154 |
|
|
2020
Q1 | $84K | Hold |
587
| – | – | 0.04% | 132 |
|
|
2019
Q4 | $112K | Sell |
587
-495
| -46% | -$94.4K | 0.06% | 153 |
|
|
2019
Q3 | $225K | Buy |
1,082
+23
| +2% | +$4.78K | 0.13% | 103 |
|
|
2019
Q2 | $208K | Buy |
1,059
+7
| +0.7% | +$1.38K | 0.13% | 107 |
|
|
2019
Q1 | $184K | Buy |
1,052
+127
| +14% | +$22.2K | 0.11% | 112 |
|
|
2018
Q4 | $149K | Buy |
+925
| New | +$149K | 0.11% | 121 |
|