Tempus Wealth Planning’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,225
| Closed | -$492K | – | 268 |
|
|
2024
Q4 | $492K | Buy |
2,225
+406
| +22% | +$89.7K | 0.15% | 147 |
|
|
2024
Q3 | $469K | Buy |
1,819
+93
| +5% | +$24K | 0.17% | 128 |
|
|
2024
Q2 | $444K | Buy |
1,726
+60
| +4% | +$15.4K | 0.19% | 120 |
|
|
2024
Q1 | $453K | Sell |
1,666
-6
| -0.4% | -$1.63K | 0.2% | 120 |
|
|
2023
Q4 | $404K | Sell |
1,672
-123
| -7% | -$29.7K | 0.18% | 122 |
|
|
2023
Q3 | $451K | Sell |
1,795
-23
| -1% | -$5.78K | 0.23% | 94 |
|
|
2023
Q2 | $447K | Buy |
1,818
+67
| +4% | +$16.5K | 0.2% | 111 |
|
|
2023
Q1 | $396K | Buy |
1,751
+41
| +2% | +$9.26K | 0.19% | 111 |
|
|
2022
Q4 | $396K | Sell |
1,710
-101
| -6% | -$23.4K | 0.24% | 111 |
|
|
2022
Q3 | $416K | Sell |
1,811
-264
| -13% | -$60.6K | 0.28% | 100 |
|
|
2022
Q2 | $484K | Sell |
2,075
-196
| -9% | -$45.7K | 0.4% | 73 |
|
|
2022
Q1 | $523K | Sell |
2,271
-334
| -13% | -$76.9K | 0.37% | 77 |
|
|
2021
Q4 | $654K | Buy |
2,605
+63
| +2% | +$15.8K | 0.35% | 78 |
|
|
2021
Q3 | $536K | Buy |
2,542
+198
| +8% | +$41.8K | 0.3% | 85 |
|
|
2021
Q2 | $548K | Buy |
2,344
+267
| +13% | +$62.4K | 0.36% | 80 |
|
|
2021
Q1 | $474K | Buy |
2,077
+211
| +11% | +$48.2K | 0.5% | 52 |
|
|
2020
Q4 | $409K | Sell |
1,866
-5
| -0.3% | -$1.1K | 0.53% | 39 |
|
|
2020
Q3 | $355K | Sell |
1,871
-43
| -2% | -$8.16K | 0.51% | 44 |
|
|
2020
Q2 | $335K | Sell |
1,914
-242
| -11% | -$42.4K | 0.5% | 47 |
|
|
2020
Q1 | $309K | Buy |
2,156
+501
| +30% | +$71.8K | 0.51% | 42 |
|
|
2019
Q4 | $314K | Buy |
+1,655
| New | +$314K | 0.28% | 62 |
|