TriaGen Wealth Management’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 |
-7,008
| Closed | -$1.55M | – | 190 |
|
|
2024
Q4 | $1.55M | Sell |
7,008
-14
| -0.2% | -$3.09K | 0.52% | 55 |
|
|
2024
Q3 | $1.81M | Sell |
7,022
-36
| -0.5% | -$9.28K | 0.61% | 47 |
|
|
2024
Q2 | $1.82M | Sell |
7,058
-16
| -0.2% | -$4.12K | 0.7% | 44 |
|
|
2024
Q1 | $1.92M | Buy |
+7,074
| New | +$1.92M | 0.8% | 39 |
|
|
2023
Q1 | – | Sell |
-14,636
| Closed | -$3.39M | – | 183 |
|
|
2022
Q4 | $3.39M | Sell |
14,636
-116
| -0.8% | -$26.9K | 1.88% | 10 |
|
|
2022
Q3 | $3.39M | Buy |
14,752
+7,884
| +115% | +$1.81M | 1.87% | 12 |
|
|
2022
Q2 | $1.6M | Sell |
6,868
-84
| -1% | -$19.6K | 1.14% | 26 |
|
|
2022
Q1 | $1.6M | Sell |
6,952
-933
| -12% | -$215K | 0.83% | 45 |
|
|
2021
Q4 | $1.98M | Sell |
7,885
-7,894
| -50% | -$1.98M | 0.98% | 32 |
|
|
2021
Q3 | $3.32M | Sell |
15,779
-110
| -0.7% | -$23.2K | 1.81% | 8 |
|
|
2021
Q2 | $3.57M | Buy |
+15,889
| New | +$3.57M | 1.84% | 8 |
|