Transamerica Financial 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 | $5.18K | Buy |
+32
| New | +$5.18K | ﹤0.01% | 360 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$11K | – | 653 |
|
|
2023
Q3 | $11K | Hold |
42
| – | – | ﹤0.01% | 328 |
|
|
2023
Q2 | $11K | Hold |
42
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $10K | Buy |
42
+41
| +4,100% | +$9.76K | ﹤0.01% | 321 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 645 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 609 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$11K | – | 449 |
|
|
2020
Q2 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 247 |
|
|
2015
Q2 | – | Sell |
-8
| Closed | -$1K | – | 930 |
|
|
2015
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 847 |
|