TRUE Private Wealth 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
Q1 | – | Sell |
-7,858
| Closed | -$1.74M | – | 240 |
|
|
2024
Q4 | $1.74M | Sell |
7,858
-324
| -4% | -$71.6K | 0.21% | 73 |
|
|
2024
Q3 | $2.11M | Buy |
+8,182
| New | +$2.11M | 0.25% | 60 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$7K | – | 633 |
|
|
2020
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 580 |
|
|
2020
Q3 | $6K | Hold |
34
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 565 |
|
|
2020
Q1 | $4K | Sell |
34
-77
| -69% | -$9.06K | ﹤0.01% | 550 |
|
|
2019
Q4 | $21K | Buy |
+111
| New | +$21K | ﹤0.01% | 480 |
|
|
2019
Q3 | – | Sell |
-276
| Closed | -$54K | – | 644 |
|
|
2019
Q2 | $54K | Buy |
+276
| New | +$54K | 0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-241
| Closed | -$52K | – | 830 |
|
|
2018
Q3 | $52K | Buy |
+241
| New | +$52K | 0.01% | 454 |
|