Visionary 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 | $267K | Buy |
1,643
+294
| +22% | +$47.8K | 0.01% | 484 |
|
|
2025
Q1 | $248K | Sell |
1,349
-163
| -11% | -$29.9K | 0.01% | 484 |
|
|
2024
Q4 | $334K | Buy |
1,512
+36
| +2% | +$7.95K | 0.02% | 420 |
|
|
2024
Q3 | $380K | Buy |
1,476
+5
| +0.3% | +$1.29K | 0.02% | 388 |
|
|
2024
Q2 | $379K | Sell |
1,471
-37
| -2% | -$9.52K | 0.02% | 374 |
|
|
2024
Q1 | $410K | Buy |
1,508
+39
| +3% | +$10.6K | 0.03% | 356 |
|
|
2023
Q4 | $355K | Sell |
1,469
-11
| -0.7% | -$2.66K | 0.03% | 365 |
|
|
2023
Q3 | $372K | Sell |
1,480
-8
| -0.5% | -$2.01K | 0.03% | 338 |
|
|
2023
Q2 | $366K | Buy |
1,488
+4
| +0.3% | +$985 | 0.03% | 335 |
|
|
2023
Q1 | $335K | Hold |
1,484
| – | – | 0.03% | 333 |
|
|
2022
Q4 | $344K | Buy |
1,484
+3
| +0.2% | +$695 | 0.03% | 297 |
|
|
2022
Q3 | $340K | Sell |
1,481
-15
| -1% | -$3.44K | 0.04% | 275 |
|
|
2022
Q2 | $349K | Buy |
1,496
+24
| +2% | +$5.6K | 0.03% | 300 |
|
|
2022
Q1 | $339K | Buy |
+1,472
| New | +$339K | 0.03% | 303 |
|