Venturi 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 |
-216
| Closed | -$47.7K | – | 1663 |
|
|
2024
Q4 | $47.7K | Buy |
216
+20
| +10% | +$4.42K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $50.5K | Sell |
196
-13
| -6% | -$3.35K | ﹤0.01% | 762 |
|
|
2024
Q2 | $53.8K | Buy |
209
+159
| +318% | +$40.9K | ﹤0.01% | 646 |
|
|
2024
Q1 | $13.6K | Buy |
+50
| New | +$13.6K | ﹤0.01% | 846 |
|
|
2016
Q4 | – | Sell |
-1,268
| Closed | -$211K | – | 162 |
|
|
2016
Q3 | $211K | Sell |
1,268
-550
| -30% | -$91.5K | 0.07% | 136 |
|
|
2016
Q2 | $301K | Buy |
1,818
+50
| +3% | +$8.28K | 0.1% | 119 |
|
|
2016
Q1 | $267K | Buy |
+1,768
| New | +$267K | 0.1% | 118 |
|