Smith Salley 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
Q2 | $11.7M | Buy |
71,830
+3,012
| +4% | +$490K | 0.68% | 44 |
|
|
2025
Q1 | $12.6M | Sell |
68,818
-2,459
| -3% | -$451K | 0.83% | 40 |
|
|
2024
Q4 | $15.8M | Buy |
71,277
+1,270
| +2% | +$281K | 1.01% | 34 |
|
|
2024
Q3 | $18M | Buy |
70,007
+5,126
| +8% | +$1.32M | 1.18% | 31 |
|
|
2024
Q2 | $16.7M | Buy |
64,881
+3,997
| +7% | +$1.03M | 1.2% | 30 |
|
|
2024
Q1 | $16.5M | Sell |
60,884
-17,591
| -22% | -$4.78M | 1.28% | 29 |
|
|
2023
Q4 | $19M | Buy |
78,475
+2,575
| +3% | +$623K | 1.23% | 31 |
|
|
2023
Q3 | $19.1M | Buy |
75,900
+3,073
| +4% | +$772K | 1.42% | 23 |
|
|
2023
Q2 | $17.9M | Buy |
72,827
+677
| +0.9% | +$167K | 1.32% | 27 |
|
|
2023
Q1 | $16.3M | Buy |
72,150
+1,392
| +2% | +$314K | 1.3% | 27 |
|
|
2022
Q4 | $16.4M | Sell |
70,758
-107
| -0.2% | -$24.8K | 1.4% | 25 |
|
|
2022
Q3 | $16.3M | Buy |
70,865
+361
| +0.5% | +$82.9K | 1.51% | 20 |
|
|
2022
Q2 | $16.4M | Buy |
70,504
+2,416
| +4% | +$563K | 1.42% | 23 |
|
|
2022
Q1 | $15.7M | Buy |
68,088
+689
| +1% | +$159K | 1.18% | 33 |
|
|
2021
Q4 | $16.9M | Buy |
67,399
+690
| +1% | +$173K | 1.2% | 33 |
|
|
2021
Q3 | $14.1M | Buy |
66,709
+1,416
| +2% | +$298K | 1.11% | 34 |
|
|
2021
Q2 | $15.3M | Buy |
65,293
+1,531
| +2% | +$358K | 1.24% | 30 |
|
|
2021
Q1 | $14.5M | Buy |
63,762
+2,655
| +4% | +$605K | 1.3% | 27 |
|
|
2020
Q4 | $13.4M | Buy |
61,107
+4,397
| +8% | +$963K | 1.36% | 26 |
|
|
2020
Q3 | $10.7M | Buy |
56,710
+695
| +1% | +$132K | 1.3% | 26 |
|
|
2020
Q2 | $9.8M | Buy |
56,015
+8,194
| +17% | +$1.43M | 1.31% | 30 |
|
|
2020
Q1 | $6.86M | Buy |
47,821
+8,936
| +23% | +$1.28M | 1.14% | 34 |
|
|
2019
Q4 | $7.38M | Buy |
38,885
+355
| +0.9% | +$67.4K | 0.97% | 37 |
|
|
2019
Q3 | $7.99M | Buy |
38,530
+1,701
| +5% | +$353K | 1.13% | 34 |
|
|
2019
Q2 | $7.25M | Buy |
36,829
+1,626
| +5% | +$320K | 1.09% | 37 |
|
|
2019
Q1 | $6.17M | Buy |
+35,203
| New | +$6.17M | 0.99% | 38 |
|