Wealth Enhancement Advisory Services’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 | $35.8M | Sell |
207,646
-4,678
| -2% | -$806K | 0.06% | 286 |
|
|
2025
Q1 | $39M | Sell |
212,324
-66,165
| -24% | -$12.1M | 0.07% | 248 |
|
|
2024
Q4 | $61.5M | Buy |
278,489
+55,980
| +25% | +$12.4M | 0.12% | 167 |
|
|
2024
Q3 | $57.3M | Sell |
222,509
-847
| -0.4% | -$218K | 0.12% | 165 |
|
|
2024
Q2 | $57.5M | Buy |
223,356
+904
| +0.4% | +$233K | 0.14% | 152 |
|
|
2024
Q1 | $60.5M | Buy |
222,452
+5,368
| +2% | +$1.46M | 0.16% | 138 |
|
|
2023
Q4 | $52.5M | Buy |
217,084
+1,175
| +0.5% | +$284K | 0.15% | 145 |
|
|
2023
Q3 | $54.3M | Buy |
+215,909
| New | +$54.3M | 0.18% | 124 |
|
|
2018
Q4 | – | Sell |
-9,755
| Closed | -$2.07M | – | 203 |
|
|
2018
Q3 | $2.07M | Sell |
9,755
-4,412
| -31% | -$936K | 0.12% | 58 |
|
|
2018
Q2 | $3.09M | Buy |
14,167
+3,454
| +32% | +$752K | 0.19% | 45 |
|
|
2018
Q1 | $2.4M | Buy |
+10,713
| New | +$2.4M | 0.16% | 58 |
|
|
2016
Q4 | – | Sell |
-4,000
| Closed | -$674K | – | 179 |
|
|
2016
Q3 | $674K | Buy |
+4,000
| New | +$674K | 0.1% | 117 |
|