TSWM
Triangle Securities Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
6,849
-261
| -4% | -$42.5K | 0.27% | 91 |
|
|
2025
Q1 | $1.3M | Sell |
7,110
-612
| -8% | -$112K | 0.34% | 80 |
|
|
2024
Q4 | $1.71M | Sell |
7,722
-129
| -2% | -$28.5K | 0.44% | 65 |
|
|
2024
Q3 | $2.02M | Buy |
7,851
+131
| +2% | +$33.8K | 0.52% | 57 |
|
|
2024
Q2 | $1.99M | Sell |
7,720
-54
| -0.7% | -$13.9K | 0.56% | 59 |
|
|
2024
Q1 | $2.11M | Sell |
7,774
-19
| -0.2% | -$5.16K | 0.6% | 53 |
|
|
2023
Q4 | $1.88M | Buy |
7,793
+36
| +0.5% | +$8.7K | 0.59% | 57 |
|
|
2023
Q3 | $1.95M | Sell |
7,757
-15
| -0.2% | -$3.77K | 0.69% | 42 |
|
|
2023
Q2 | $1.91M | Sell |
7,772
-231
| -3% | -$56.9K | 0.66% | 47 |
|
|
2023
Q1 | $1.81M | Sell |
8,003
-21
| -0.3% | -$4.74K | 0.65% | 50 |
|
|
2022
Q4 | $1.86M | Sell |
8,024
-47
| -0.6% | -$10.9K | 0.68% | 47 |
|
|
2022
Q3 | $1.85M | Sell |
8,071
-60
| -0.7% | -$13.8K | 0.76% | 41 |
|
|
2022
Q2 | $1.9M | Buy |
8,131
+1
| +0% | +$233 | 0.74% | 45 |
|
|
2022
Q1 | $1.87M | Sell |
8,130
-109
| -1% | -$25.1K | 0.63% | 53 |
|
|
2021
Q4 | $2.07M | Buy |
8,239
+97
| +1% | +$24.3K | 0.65% | 45 |
|
|
2021
Q3 | $1.72M | Buy |
8,142
+141
| +2% | +$29.7K | 0.58% | 55 |
|
|
2021
Q2 | $1.87M | Buy |
8,001
+125
| +2% | +$29.2K | 0.63% | 54 |
|
|
2021
Q1 | $1.8M | Buy |
7,876
+355
| +5% | +$81K | 0.65% | 51 |
|
|
2020
Q4 | $1.65M | Sell |
7,521
-75
| -1% | -$16.4K | 0.65% | 52 |
|
|
2020
Q3 | $1.44M | Sell |
7,596
-65
| -0.8% | -$12.3K | 0.65% | 52 |
|
|
2020
Q2 | $1.34M | Buy |
7,661
+1,345
| +21% | +$235K | 0.64% | 53 |
|
|
2020
Q1 | $905K | Buy |
6,316
+506
| +9% | +$72.5K | 0.52% | 65 |
|
|
2019
Q4 | $1.1M | Buy |
5,810
+280
| +5% | +$53.1K | 0.48% | 61 |
|
|
2019
Q3 | $1.15M | Buy |
5,530
+40
| +0.7% | +$8.29K | 0.56% | 58 |
|
|
2019
Q2 | $1.1M | Buy |
5,490
+2,940
| +115% | +$589K | 0.56% | 58 |
|
|
2019
Q1 | $447K | Buy |
+2,550
| New | +$447K | 0.23% | 105 |
|