Wealth Alliance’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 |
-1,429
| Closed | -$262K | – | 567 |
|
|
2025
Q1 | $262K | Sell |
1,429
-119
| -8% | -$21.8K | 0.03% | 430 |
|
|
2024
Q4 | $342K | Sell |
1,548
-121
| -7% | -$26.7K | 0.04% | 347 |
|
|
2024
Q3 | $430K | Buy |
1,669
+93
| +6% | +$24K | 0.05% | 305 |
|
|
2024
Q2 | $406K | Sell |
1,576
-361
| -19% | -$92.9K | 0.05% | 303 |
|
|
2024
Q1 | $526K | Sell |
1,937
-69
| -3% | -$18.7K | 0.07% | 260 |
|
|
2023
Q4 | $485K | Sell |
2,006
-131
| -6% | -$31.7K | 0.07% | 264 |
|
|
2023
Q3 | $537K | Sell |
2,137
-613
| -22% | -$154K | 0.08% | 227 |
|
|
2023
Q2 | $677K | Sell |
2,750
-1,927
| -41% | -$474K | 0.1% | 202 |
|
|
2023
Q1 | $1.06M | Sell |
4,677
-8
| -0.2% | -$1.81K | 0.17% | 128 |
|
|
2022
Q4 | $1.09M | Sell |
4,685
-3
| -0.1% | -$695 | 0.19% | 124 |
|
|
2022
Q3 | $1.08M | Buy |
4,688
+111
| +2% | +$25.5K | 0.21% | 106 |
|
|
2022
Q2 | $1.07M | Buy |
4,577
+2,798
| +157% | +$652K | 0.2% | 115 |
|
|
2022
Q1 | $410K | Buy |
1,779
+34
| +2% | +$7.84K | 0.08% | 262 |
|
|
2021
Q4 | $438K | Sell |
1,745
-133
| -7% | -$33.4K | 0.09% | 252 |
|
|
2021
Q3 | $396K | Sell |
1,878
-117
| -6% | -$24.7K | 0.09% | 264 |
|
|
2021
Q2 | $467K | Sell |
1,995
-266
| -12% | -$62.3K | 0.11% | 211 |
|
|
2021
Q1 | $515K | Sell |
2,261
-190
| -8% | -$43.3K | 0.14% | 171 |
|
|
2020
Q4 | $537K | Sell |
2,451
-115
| -4% | -$25.2K | 0.16% | 162 |
|
|
2020
Q3 | $486K | Buy |
2,566
+45
| +2% | +$8.52K | 0.17% | 147 |
|
|
2020
Q2 | $441K | Buy |
2,521
+352
| +16% | +$61.6K | 0.17% | 151 |
|
|
2020
Q1 | $311K | Buy |
+2,169
| New | +$311K | 0.17% | 154 |
|