U.S. Capital 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
Q2 | $297K | Buy |
1,823
+97
| +6% | +$15.8K | 0.01% | 714 |
|
|
2025
Q1 | $317K | Buy |
+1,726
| New | +$317K | 0.01% | 691 |
|
|
2024
Q4 | – | Sell |
-4,068
| Closed | -$1.05M | – | 828 |
|
|
2024
Q3 | $1.05M | Sell |
4,068
-920
| -18% | -$237K | 0.04% | 348 |
|
|
2024
Q2 | $1.28M | Buy |
4,988
+112
| +2% | +$28.8K | 0.05% | 313 |
|
|
2024
Q1 | $1.33M | Sell |
4,876
-19
| -0.4% | -$5.16K | 0.05% | 300 |
|
|
2023
Q4 | $1.18M | Sell |
4,895
-74
| -1% | -$17.9K | 0.05% | 310 |
|
|
2023
Q3 | $1.25M | Buy |
4,969
+33
| +0.7% | +$8.29K | 0.06% | 277 |
|
|
2023
Q2 | $1.21M | Buy |
4,936
+116
| +2% | +$28.6K | 0.06% | 291 |
|
|
2023
Q1 | $1.09M | Hold |
4,820
| – | – | 0.05% | 289 |
|
|
2022
Q4 | $1.12M | Hold |
4,820
| – | – | 0.05% | 311 |
|
|
2022
Q3 | $1.11M | Sell |
4,820
-115
| -2% | -$26.4K | 0.06% | 318 |
|
|
2022
Q2 | $1.15M | Sell |
4,935
-2,425
| -33% | -$565K | 0.05% | 326 |
|
|
2022
Q1 | $1.7M | Sell |
7,360
-560
| -7% | -$129K | 0.06% | 298 |
|
|
2021
Q4 | $1.99M | Buy |
7,920
+550
| +7% | +$138K | 0.08% | 256 |
|
|
2021
Q3 | $1.55M | Buy |
+7,370
| New | +$1.55M | 0.07% | 304 |
|