TF
TLWM Financial’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
3,371
+20
| +0.6% | +$3.25K | 0.1% | 56 |
|
|
2025
Q1 | $615K | Buy |
3,351
+32
| +1% | +$5.87K | 0.12% | 55 |
|
|
2024
Q4 | $733K | Buy |
3,319
+114
| +4% | +$25.2K | 0.14% | 56 |
|
|
2024
Q3 | $826K | Sell |
3,205
-36
| -1% | -$9.28K | 0.17% | 50 |
|
|
2024
Q2 | $834K | Buy |
3,241
+50
| +2% | +$12.9K | 0.18% | 48 |
|
|
2024
Q1 | $867K | Sell |
3,191
-85
| -3% | -$23.1K | 0.19% | 46 |
|
|
2023
Q4 | $792K | Buy |
3,276
+22
| +0.7% | +$5.32K | 0.19% | 46 |
|
|
2023
Q3 | $818K | Buy |
3,254
+79
| +2% | +$19.9K | 0.22% | 41 |
|
|
2023
Q2 | $781K | Buy |
3,175
+11
| +0.3% | +$2.71K | 0.23% | 40 |
|
|
2023
Q1 | $715K | Sell |
3,164
-24
| -0.8% | -$5.42K | 0.23% | 41 |
|
|
2022
Q4 | $739K | Sell |
3,188
-2,331
| -42% | -$540K | 0.27% | 36 |
|
|
2022
Q3 | $719K | Buy |
5,519
+2,372
| +75% | +$309K | 0.32% | 38 |
|
|
2022
Q2 | $732K | Sell |
3,147
-62
| -2% | -$14.4K | 0.28% | 39 |
|
|
2022
Q1 | $737K | Buy |
3,209
+157
| +5% | +$36.1K | 0.26% | 47 |
|
|
2021
Q4 | $766K | Buy |
3,052
+108
| +4% | +$27.1K | 0.26% | 46 |
|
|
2021
Q3 | $619K | Buy |
2,944
+40
| +1% | +$8.41K | 0.24% | 47 |
|
|
2021
Q2 | $680K | Buy |
2,904
+32
| +1% | +$7.49K | 0.24% | 45 |
|
|
2021
Q1 | $654K | Buy |
2,872
+129
| +5% | +$29.4K | 0.25% | 44 |
|
|
2020
Q4 | $601K | Buy |
2,743
+11
| +0.4% | +$2.41K | 0.24% | 44 |
|
|
2020
Q3 | $451K | Buy |
2,732
+86
| +3% | +$14.2K | 0.21% | 47 |
|
|
2020
Q2 | $459K | Buy |
2,646
+6
| +0.2% | +$1.04K | 0.27% | 43 |
|
|
2020
Q1 | $374K | Buy |
2,640
+114
| +5% | +$16.2K | 0.22% | 43 |
|
|
2019
Q4 | $482K | Sell |
2,526
-25
| -1% | -$4.77K | 0.23% | 48 |
|
|
2019
Q3 | $532K | Sell |
2,551
-87
| -3% | -$18.1K | 0.27% | 35 |
|
|
2019
Q2 | $527K | Sell |
2,638
-48
| -2% | -$9.59K | 0.3% | 36 |
|
|
2019
Q1 | $474K | Buy |
+2,686
| New | +$474K | 0.27% | 41 |
|