Stratos Wealth Advisors’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 | $547K | Buy |
3,361
+114
| +4% | +$18.5K | 0.03% | 434 |
|
|
2025
Q1 | $596K | Buy |
3,247
+214
| +7% | +$39.3K | 0.03% | 401 |
|
|
2024
Q4 | $670K | Buy |
3,033
+120
| +4% | +$26.5K | 0.03% | 403 |
|
|
2024
Q3 | $751K | Buy |
2,913
+175
| +6% | +$45.1K | 0.03% | 407 |
|
|
2024
Q2 | $705K | Buy |
2,738
+410
| +18% | +$105K | 0.03% | 399 |
|
|
2024
Q1 | $633K | Buy |
2,328
+123
| +6% | +$33.4K | 0.04% | 415 |
|
|
2023
Q4 | $533K | Buy |
2,205
+77
| +4% | +$18.6K | 0.03% | 452 |
|
|
2023
Q3 | $535K | Sell |
2,128
-84
| -4% | -$21.1K | 0.04% | 420 |
|
|
2023
Q2 | $544K | Sell |
2,212
-1
| -0% | -$246 | 0.04% | 420 |
|
|
2023
Q1 | $500K | Sell |
2,213
-138
| -6% | -$31.2K | 0.04% | 417 |
|
|
2022
Q4 | $545K | Sell |
2,351
-52
| -2% | -$12.1K | 0.05% | 384 |
|
|
2022
Q3 | $552K | Buy |
2,403
+22
| +0.9% | +$5.05K | 0.06% | 341 |
|
|
2022
Q2 | $555K | Sell |
2,381
-532
| -18% | -$124K | 0.05% | 344 |
|
|
2022
Q1 | $671K | Buy |
2,913
+561
| +24% | +$129K | 0.05% | 331 |
|
|
2021
Q4 | $590K | Buy |
2,352
+120
| +5% | +$30.1K | 0.04% | 367 |
|
|
2021
Q3 | $470K | Buy |
2,232
+101
| +5% | +$21.3K | 0.04% | 373 |
|
|
2021
Q2 | $499K | Buy |
2,131
+353
| +20% | +$82.7K | 0.04% | 357 |
|
|
2021
Q1 | $405K | Buy |
1,778
+137
| +8% | +$31.2K | 0.04% | 349 |
|
|
2020
Q4 | $360K | Buy |
1,641
+165
| +11% | +$36.2K | 0.05% | 292 |
|
|
2020
Q3 | $280K | Buy |
+1,476
| New | +$280K | 0.07% | 263 |
|