Wealth Advisors of Iowa’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 | – | Sell |
-1,121
| Closed | -$206K | – | 82 |
|
|
2025
Q1 | $206K | Hold |
1,121
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $248K | Hold |
1,121
| – | – | 0.12% | 54 |
|
|
2024
Q3 | $289K | Hold |
1,121
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $288K | Hold |
1,121
| – | – | 0.16% | 38 |
|
|
2024
Q1 | $305K | Hold |
1,121
| – | – | 0.19% | 46 |
|
|
2023
Q4 | $271K | Sell |
1,121
-110
| -9% | -$26.6K | 0.18% | 47 |
|
|
2023
Q3 | $309K | Sell |
1,231
-981
| -44% | -$247K | 0.22% | 44 |
|
|
2023
Q2 | $1.19M | Buy |
2,212
+981
| +80% | +$528K | 0.86% | 14 |
|
|
2023
Q1 | $278K | Hold |
1,231
| – | – | 0.22% | 47 |
|
|
2022
Q4 | $285K | Hold |
1,231
| – | – | 0.23% | 53 |
|
|
2022
Q3 | $283K | Sell |
1,231
-1,862
| -60% | -$428K | 0.26% | 40 |
|
|
2022
Q2 | $717K | Buy |
3,093
+2,062
| +200% | +$478K | 0.13% | 52 |
|
|
2022
Q1 | $237K | Hold |
1,031
| – | – | 0.12% | 55 |
|
|
2021
Q4 | $259K | Hold |
1,031
| – | – | 0.14% | 50 |
|
|
2021
Q3 | $217K | Hold |
1,031
| – | – | 0.12% | 52 |
|
|
2021
Q2 | $241K | Hold |
1,031
| – | – | 0.13% | 46 |
|
|
2021
Q1 | $235K | Hold |
1,031
| – | – | 0.13% | 47 |
|
|
2020
Q4 | $226K | Buy |
+1,031
| New | +$226K | 0.14% | 37 |
|