Silverlake Wealth Management’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 |
-1,160
| Closed | -$256K | – | 270 |
|
|
2024
Q4 | $256K | Sell |
1,160
-9
| -0.8% | -$1.99K | 0.1% | 217 |
|
|
2024
Q3 | $301K | Hold |
1,169
| – | – | 0.11% | 202 |
|
|
2024
Q2 | $301K | Sell |
1,169
-80
| -6% | -$20.6K | 0.12% | 187 |
|
|
2024
Q1 | $339K | Sell |
1,249
-3
| -0.2% | -$815 | 0.17% | 153 |
|
|
2023
Q4 | $303K | Sell |
1,252
-844
| -40% | -$204K | 0.17% | 157 |
|
|
2023
Q3 | $527K | Buy |
2,096
+108
| +5% | +$27.1K | 0.3% | 87 |
|
|
2023
Q2 | $489K | Buy |
1,988
+11
| +0.6% | +$2.71K | 0.27% | 91 |
|
|
2023
Q1 | $447K | Sell |
1,977
-6
| -0.3% | -$1.36K | 0.27% | 92 |
|
|
2022
Q4 | $460K | Buy |
1,983
+1
| +0.1% | +$232 | 0.29% | 83 |
|
|
2022
Q3 | $455K | Buy |
1,982
+40
| +2% | +$9.19K | 0.31% | 82 |
|
|
2022
Q2 | $453K | Sell |
1,942
-125
| -6% | -$29.1K | 0.3% | 84 |
|
|
2022
Q1 | $476K | Hold |
2,067
| – | – | 0.27% | 94 |
|
|
2021
Q4 | $519K | Buy |
+2,067
| New | +$519K | 0.28% | 93 |
|