SVWAG
Sound View Wealth Advisors Group’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,368
| Closed | -$251K | – | 433 |
|
|
2025
Q1 | $251K | Buy |
1,368
+315
| +30% | +$57.8K | 0.02% | 362 |
|
|
2024
Q4 | $233K | Sell |
1,053
-13
| -1% | -$2.87K | 0.02% | 378 |
|
|
2024
Q3 | $275K | Buy |
1,066
+256
| +32% | +$66K | 0.02% | 350 |
|
|
2024
Q2 | $208K | Buy |
810
+1
| +0.1% | +$257 | 0.02% | 347 |
|
|
2024
Q1 | $220K | Sell |
809
-138
| -15% | -$37.5K | 0.02% | 347 |
|
|
2023
Q4 | $229K | Sell |
947
-339
| -26% | -$82K | 0.03% | 352 |
|
|
2023
Q3 | $323K | Buy |
1,286
+347
| +37% | +$87.2K | 0.04% | 277 |
|
|
2023
Q2 | $231K | Sell |
939
-372
| -28% | -$91.5K | 0.03% | 326 |
|
|
2023
Q1 | $296K | Buy |
1,311
+364
| +38% | +$82.2K | 0.04% | 280 |
|
|
2022
Q4 | $229K | Sell |
947
-404
| -30% | -$97.7K | 0.03% | 352 |
|
|
2022
Q3 | $310K | Sell |
1,351
-5
| -0.4% | -$1.15K | 0.07% | 206 |
|
|
2022
Q2 | $316K | Sell |
1,356
-1
| -0.1% | -$233 | 0.07% | 214 |
|
|
2022
Q1 | $313K | Buy |
1,357
+3
| +0.2% | +$692 | 0.06% | 234 |
|
|
2021
Q4 | $340K | Sell |
1,354
-4
| -0.3% | -$1K | 0.06% | 217 |
|
|
2021
Q3 | $286K | Buy |
1,358
+3
| +0.2% | +$632 | 0.06% | 238 |
|
|
2021
Q2 | $317K | Sell |
1,355
-2
| -0.1% | -$468 | 0.07% | 229 |
|
|
2021
Q1 | $309K | Sell |
1,357
-2
| -0.1% | -$455 | 0.07% | 212 |
|
|
2020
Q4 | $298K | Sell |
1,359
-8
| -0.6% | -$1.75K | 0.07% | 203 |
|
|
2020
Q3 | $259K | Sell |
1,367
-202
| -13% | -$38.3K | 0.07% | 208 |
|
|
2020
Q2 | $274K | Buy |
1,569
+58
| +4% | +$10.1K | 0.08% | 197 |
|
|
2020
Q1 | $217K | Buy |
1,511
+49
| +3% | +$7.04K | 0.08% | 199 |
|
|
2019
Q4 | $277K | Sell |
1,462
-74
| -5% | -$14K | 0.08% | 201 |
|
|
2019
Q3 | $318K | Sell |
1,536
-114
| -7% | -$23.6K | 0.09% | 183 |
|
|
2019
Q2 | $325K | Buy |
+1,650
| New | +$325K | 0.1% | 182 |
|