SWA
SFMG Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
2,803
+53
| +2% | +$8.62K | 0.03% | 164 |
|
|
2025
Q1 | $505K | Sell |
2,750
-598
| -18% | -$110K | 0.04% | 148 |
|
|
2024
Q4 | $740K | Buy |
3,348
+2
| +0.1% | +$442 | 0.06% | 116 |
|
|
2024
Q3 | $862K | Buy |
3,346
+3
| +0.1% | +$773 | 0.07% | 105 |
|
|
2024
Q2 | $860K | Sell |
3,343
-2
| -0.1% | -$515 | 0.07% | 96 |
|
|
2024
Q1 | $909K | Sell |
3,345
-229
| -6% | -$62.2K | 0.08% | 96 |
|
|
2023
Q4 | $864K | Sell |
3,574
-20
| -0.6% | -$4.84K | 0.08% | 94 |
|
|
2023
Q3 | $903K | Sell |
3,594
-29
| -0.8% | -$7.29K | 0.09% | 90 |
|
|
2023
Q2 | $892K | Sell |
3,623
-34
| -0.9% | -$8.37K | 0.09% | 91 |
|
|
2023
Q1 | $826K | Buy |
3,657
+86
| +2% | +$19.4K | 0.09% | 94 |
|
|
2022
Q4 | $828K | Buy |
3,571
+2
| +0.1% | +$464 | 0.09% | 98 |
|
|
2022
Q3 | $797K | Buy |
3,569
+2
| +0.1% | +$447 | 0.09% | 97 |
|
|
2022
Q2 | $831K | Buy |
3,567
+3
| +0.1% | +$699 | 0.1% | 95 |
|
|
2022
Q1 | $821K | Sell |
3,564
-7
| -0.2% | -$1.61K | 0.08% | 104 |
|
|
2021
Q4 | $896K | Sell |
3,571
-308
| -8% | -$77.3K | 0.09% | 104 |
|
|
2021
Q3 | $817K | Sell |
3,879
-6,833
| -64% | -$1.44M | 0.09% | 102 |
|
|
2021
Q2 | $2.51M | Buy |
10,712
+31
| +0.3% | +$7.25K | 0.28% | 45 |
|
|
2021
Q1 | $2.44M | Buy |
10,681
+2,691
| +34% | +$613K | 0.28% | 45 |
|
|
2020
Q4 | $1.75M | Buy |
7,990
+1,713
| +27% | +$375K | 0.22% | 56 |
|
|
2020
Q3 | $1.19M | Buy |
6,277
+102
| +2% | +$19.3K | 0.16% | 56 |
|
|
2020
Q2 | $1.08M | Buy |
6,175
+2,160
| +54% | +$378K | 0.15% | 55 |
|
|
2020
Q1 | $576K | Buy |
4,015
+474
| +13% | +$68K | 0.09% | 67 |
|
|
2019
Q4 | $672K | Sell |
3,541
-112
| -3% | -$21.3K | 0.08% | 83 |
|
|
2019
Q3 | $757K | Buy |
3,653
+2
| +0.1% | +$414 | 0.1% | 65 |
|
|
2019
Q2 | $745K | Sell |
3,651
-700
| -16% | -$143K | 0.1% | 65 |
|
|
2019
Q1 | $652K | Buy |
+4,351
| New | +$652K | 0.09% | 60 |
|