Private 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 | $10.6K | Buy |
65
+5
| +8% | +$813 | ﹤0.01% | 471 |
|
2025
Q1 | $11K | Buy |
60
+14
| +30% | +$2.57K | ﹤0.01% | 436 |
|
2024
Q4 | $10.2K | Hold |
46
| – | – | ﹤0.01% | 465 |
|
2024
Q3 | $11.9K | Hold |
46
| – | – | ﹤0.01% | 409 |
|
2024
Q2 | $11.8K | Hold |
46
| – | – | 0.01% | 402 |
|
2024
Q1 | $12.5K | Hold |
46
| – | – | 0.01% | 359 |
|
2023
Q4 | $11.1K | Buy |
+46
| New | +$11.1K | 0.01% | 387 |
|