Valley Wealth Managers’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 | $16.3K | Hold |
100
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $18.4K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $22.1K | Hold |
100
| – | – | ﹤0.01% | 257 |
|
|
2024
Q3 | $25.8K | Hold |
100
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $25.7K | Hold |
100
| – | – | ﹤0.01% | 246 |
|
|
2024
Q1 | $27.2K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2023
Q4 | $24.2K | Hold |
100
| – | – | ﹤0.01% | 238 |
|
|
2023
Q3 | $25.1K | Hold |
100
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $24.6K | Sell |
100
-13
| -12% | -$3.2K | ﹤0.01% | 238 |
|
|
2023
Q1 | $25.5K | Sell |
113
-39
| -26% | -$8.81K | ﹤0.01% | 245 |
|
|
2022
Q4 | $35.2K | Buy |
152
+39
| +35% | +$9.04K | ﹤0.01% | 246 |
|
|
2022
Q3 | $26K | Hold |
113
| – | – | ﹤0.01% | 275 |
|
|
2022
Q2 | $26K | Buy |
+113
| New | +$26K | ﹤0.01% | 285 |
|
|
2020
Q1 | – | Sell |
-2,081
| Closed | -$394K | – | 183 |
|
|
2019
Q4 | $394K | Buy |
2,081
+25
| +1% | +$4.73K | 0.04% | 147 |
|
|
2019
Q3 | $426K | Sell |
2,056
-975
| -32% | -$202K | 0.05% | 145 |
|
|
2019
Q2 | $597K | Sell |
3,031
-582
| -16% | -$115K | 0.06% | 128 |
|
|
2019
Q1 | $633K | Buy |
+3,613
| New | +$633K | 0.07% | 135 |
|