Spire 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 | $145K | Sell |
894
-232
| -21% | -$37.7K | 0.01% | 850 |
|
|
2025
Q1 | $207K | Sell |
1,126
-1,601
| -59% | -$294K | 0.01% | 819 |
|
|
2024
Q4 | $603K | Buy |
2,727
+187
| +7% | +$41.3K | 0.02% | 508 |
|
|
2024
Q3 | $655K | Buy |
2,540
+162
| +7% | +$41.7K | 0.02% | 461 |
|
|
2024
Q2 | $612K | Sell |
2,378
-1,213
| -34% | -$312K | 0.02% | 448 |
|
|
2024
Q1 | $976K | Sell |
3,591
-505
| -12% | -$137K | 0.02% | 383 |
|
|
2023
Q4 | $1.04M | Sell |
4,096
-103
| -2% | -$26.2K | 0.03% | 351 |
|
|
2023
Q3 | $1.06M | Sell |
4,199
-265
| -6% | -$66.6K | 0.04% | 318 |
|
|
2023
Q2 | $1.1M | Sell |
4,464
-162
| -4% | -$39.9K | 0.04% | 333 |
|
|
2023
Q1 | $1.04M | Buy |
4,626
+383
| +9% | +$86.5K | 0.04% | 335 |
|
|
2022
Q4 | $983K | Sell |
4,243
-34
| -0.8% | -$7.88K | 0.06% | 235 |
|
|
2022
Q3 | $982K | Sell |
4,277
-710
| -14% | -$163K | 0.06% | 214 |
|
|
2022
Q2 | $1.16M | Sell |
4,987
-3,454
| -41% | -$805K | 0.05% | 301 |
|
|
2022
Q1 | $1.94M | Sell |
8,441
-3,248
| -28% | -$748K | 0.05% | 284 |
|
|
2021
Q4 | $2.93M | Buy |
11,689
+3,382
| +41% | +$849K | 0.07% | 251 |
|
|
2021
Q3 | $1.75M | Sell |
8,307
-211
| -2% | -$44.5K | 0.05% | 309 |
|
|
2021
Q2 | $1.99M | Sell |
8,518
-978
| -10% | -$229K | 0.05% | 289 |
|
|
2021
Q1 | $1.84M | Buy |
+9,496
| New | +$1.84M | 0.05% | 297 |
|