Private Wealth Partners’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 |
-1,746
| Closed | -$386K | – | 181 |
|
|
2024
Q4 | $386K | Buy |
1,746
+16
| +0.9% | +$3.54K | 0.03% | 140 |
|
|
2024
Q3 | $446K | Sell |
1,730
-1,990
| -53% | -$513K | 0.04% | 129 |
|
|
2024
Q2 | $957K | Buy |
3,720
+120
| +3% | +$30.9K | 0.07% | 92 |
|
|
2024
Q1 | $978K | Buy |
3,600
+215
| +6% | +$58.4K | 0.08% | 85 |
|
|
2023
Q4 | $818K | Sell |
3,385
-480
| -12% | -$116K | 0.07% | 95 |
|
|
2023
Q3 | $971K | Buy |
3,865
+10
| +0.3% | +$2.51K | 0.09% | 80 |
|
|
2023
Q2 | $949K | Sell |
3,855
-150
| -4% | -$36.9K | 0.09% | 85 |
|
|
2023
Q1 | $905K | Buy |
+4,005
| New | +$905K | 0.09% | 87 |
|
|
2022
Q2 | – | Sell |
-14,645
| Closed | -$3.37M | – | 84 |
|
|
2022
Q1 | $3.37M | Sell |
14,645
-1,310
| -8% | -$302K | 0.3% | 51 |
|
|
2021
Q4 | $4M | Buy |
15,955
+4,585
| +40% | +$1.15M | 0.34% | 48 |
|
|
2021
Q3 | $2.4M | Sell |
11,370
-505
| -4% | -$106K | 0.22% | 53 |
|
|
2021
Q2 | $2.78M | Buy |
+11,875
| New | +$2.78M | 0.26% | 52 |
|