Schwarz Dygos Wheeler Investment 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 | $348K | Sell |
2,142
-91
| -4% | -$14.8K | 0.08% | 126 |
|
|
2025
Q1 | $410K | Sell |
2,233
-25
| -1% | -$4.59K | 0.1% | 112 |
|
|
2024
Q4 | $499K | Hold |
2,258
| – | – | 0.12% | 103 |
|
|
2024
Q3 | $582K | Hold |
2,258
| – | – | 0.15% | 98 |
|
|
2024
Q2 | $581K | Hold |
2,258
| – | – | 0.16% | 92 |
|
|
2024
Q1 | $614K | Buy |
2,258
+10
| +0.4% | +$2.72K | 0.17% | 88 |
|
|
2023
Q4 | $543K | Sell |
2,248
-20
| -0.9% | -$4.84K | 0.17% | 90 |
|
|
2023
Q3 | $570K | Buy |
2,268
+5
| +0.2% | +$1.26K | 0.19% | 80 |
|
|
2023
Q2 | $557K | Buy |
2,263
+130
| +6% | +$32K | 0.18% | 80 |
|
|
2023
Q1 | $482K | Hold |
2,133
| – | – | 0.17% | 80 |
|
|
2022
Q4 | $494K | Hold |
2,133
| – | – | 0.19% | 76 |
|
|
2022
Q3 | $490K | Buy |
2,133
+75
| +4% | +$17.2K | 0.22% | 68 |
|
|
2022
Q2 | $480K | Hold |
2,058
| – | – | 0.19% | 72 |
|
|
2022
Q1 | $474K | Sell |
2,058
-20
| -1% | -$4.61K | 0.16% | 83 |
|
|
2021
Q4 | $522K | Hold |
2,078
| – | – | 0.18% | 79 |
|
|
2021
Q3 | $438K | Sell |
2,078
-45
| -2% | -$9.49K | 0.16% | 85 |
|
|
2021
Q2 | $497K | Buy |
2,123
+260
| +14% | +$60.9K | 0.18% | 81 |
|
|
2021
Q1 | $425K | Buy |
1,863
+20
| +1% | +$4.56K | 0.18% | 78 |
|
|
2020
Q4 | $404K | Hold |
1,843
| – | – | 0.19% | 69 |
|
|
2020
Q3 | $349K | Buy |
1,843
+400
| +28% | +$75.7K | 0.2% | 72 |
|
|
2020
Q2 | $259K | Buy |
1,443
+22
| +2% | +$3.95K | 0.17% | 74 |
|
|
2020
Q1 | $204K | Buy |
1,421
+100
| +8% | +$14.4K | 0.17% | 74 |
|
|
2019
Q4 | $251K | Buy |
1,321
+200
| +18% | +$38K | 0.17% | 76 |
|
|
2019
Q3 | $232K | Buy |
+1,121
| New | +$232K | 0.18% | 72 |
|