Strategic Wealth Partners’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 | $373K | Buy |
+2,290
| New | +$373K | 0.03% | 248 |
|
|
2024
Q4 | $550K | Sell |
3,370
-25,621
| -88% | -$4.18M | 0.05% | 198 |
|
|
2024
Q3 | $7.47M | Buy |
28,991
+472
| +2% | +$122K | 0.72% | 46 |
|
|
2024
Q2 | $7.34M | Buy |
28,519
+765
| +3% | +$197K | 0.77% | 38 |
|
|
2024
Q1 | $7.54M | Buy |
27,754
+2,317
| +9% | +$630K | 0.83% | 34 |
|
|
2023
Q4 | $6.15M | Buy |
25,437
+5,205
| +26% | +$1.26M | 0.76% | 38 |
|
|
2023
Q3 | $5.08M | Buy |
20,232
+427
| +2% | +$107K | 0.67% | 34 |
|
|
2023
Q2 | $4.87M | Sell |
19,805
-11
| -0.1% | -$2.71K | 0.63% | 34 |
|
|
2023
Q1 | $4.48M | Buy |
19,816
+4,175
| +27% | +$943K | 0.69% | 31 |
|
|
2022
Q4 | $3.62M | Buy |
15,641
+2,395
| +18% | +$555K | 0.67% | 39 |
|
|
2022
Q3 | $3.04M | Buy |
13,246
+35
| +0.3% | +$8.04K | 0.65% | 44 |
|
|
2022
Q2 | $3.08M | Buy |
13,211
+2,211
| +20% | +$515K | 0.66% | 45 |
|
|
2022
Q1 | $2.53M | Buy |
11,000
+3,759
| +52% | +$866K | 0.49% | 64 |
|
|
2021
Q4 | $1.82M | Buy |
7,241
+108
| +2% | +$27.1K | 0.34% | 94 |
|
|
2021
Q3 | $1.5M | Buy |
7,133
+1,547
| +28% | +$326K | 0.44% | 61 |
|
|
2021
Q2 | $1.31M | Sell |
5,586
-116
| -2% | -$27.1K | 0.43% | 62 |
|
|
2021
Q1 | $1.3M | Sell |
5,702
-247
| -4% | -$56.3K | 0.52% | 52 |
|
|
2020
Q4 | $1.3M | Sell |
5,949
-251
| -4% | -$55K | 0.55% | 53 |
|
|
2020
Q3 | $1.18M | Buy |
6,200
+605
| +11% | +$115K | 0.59% | 46 |
|
|
2020
Q2 | $979K | Buy |
5,595
+1,923
| +52% | +$336K | 0.51% | 59 |
|
|
2020
Q1 | $697K | Hold |
3,672
| – | – | 0.36% | 81 |
|
|
2019
Q4 | $697K | Sell |
3,672
-1,759
| -32% | -$334K | 0.36% | 81 |
|
|
2019
Q3 | $197K | Buy |
5,431
+4,408
| +431% | +$160K | 1.01% | 29 |
|
|
2019
Q2 | $203K | Buy |
1,023
+1,001
| +4,550% | +$199K | 0.1% | 132 |
|
|
2019
Q1 | $4K | Buy |
22
+7
| +47% | +$1.27K | ﹤0.01% | 681 |
|
|
2018
Q4 | $2K | Sell |
15
-32
| -68% | -$4.27K | ﹤0.01% | 645 |
|
|
2018
Q3 | $10K | Buy |
47
+28
| +147% | +$5.96K | 0.01% | 479 |
|
|
2018
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 662 |
|
|
2018
Q1 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 678 |
|