WealthBridge Investment Counsel’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-23,045
| Closed | -$3.75M | – | 47 |
|
|
2025
Q2 | $3.75M | Sell |
23,045
-2,700
| -10% | -$484K | 1.22% | 32 |
|
|
2025
Q1 | $4.72M | Sell |
25,745
-1,105
| -4% | -$201K | 1.72% | 29 |
|
|
2024
Q4 | $5.93M | Sell |
26,850
-80
| -0.3% | -$19K | 2.18% | 24 |
|
|
2024
Q3 | $6.94M | Sell |
26,930
-50
| -0.2% | -$12.4K | 2.46% | 20 |
|
|
2024
Q2 | $6.94M | Buy |
26,980
+780
| +3% | +$201K | 2.66% | 16 |
|
|
2024
Q1 | $7.12M | Buy |
26,200
+105
| +0.4% | +$26.6K | 2.64% | 18 |
|
|
2023
Q4 | $6.31M | Buy |
26,095
+50
| +0.2% | +$11.9K | 2.52% | 19 |
|
|
2023
Q3 | $6.55M | Buy |
26,045
+400
| +2% | +$104K | 2.85% | 15 |
|
|
2023
Q2 | $6.31M | Buy |
25,645
+150
| +0.6% | +$35.1K | 2.66% | 18 |
|
|
2023
Q1 | $5.76M | Sell |
25,495
-750
| -3% | -$167K | 2.55% | 20 |
|
|
2022
Q4 | $6.08M | Buy |
26,245
+950
| +4% | +$227K | 2.66% | 17 |
|
|
2022
Q3 | $5.81M | Buy |
25,295
+280
| +1% | +$68.2K | 3.06% | 13 |
|
|
2022
Q2 | $5.83M | Buy |
25,015
+825
| +3% | +$201K | 2.96% | 15 |
|
|
2022
Q1 | $5.57M | Buy |
24,190
+1,180
| +5% | +$272K | 2.46% | 20 |
|
|
2021
Q4 | $5.78M | Buy |
23,010
+100
| +0.4% | +$22.8K | 2.45% | 20 |
|
|
2021
Q3 | $4.83M | Buy |
22,910
+1,250
| +6% | +$273K | 2.17% | 24 |
|
|
2021
Q2 | $5.07M | Buy |
21,660
+1,310
| +6% | +$308K | 2.24% | 23 |
|
|
2021
Q1 | $4.64M | Buy |
20,350
+650
| +3% | +$146K | 2.27% | 22 |
|
|
2020
Q4 | $4.32M | Buy |
19,700
+775
| +4% | +$152K | 2.26% | 22 |
|
|
2020
Q3 | $3.59M | Buy |
18,925
+375
| +2% | +$68.4K | 2.18% | 23 |
|
|
2020
Q2 | $3.25M | Buy |
18,550
+500
| +3% | +$83.3K | 2.15% | 24 |
|
|
2020
Q1 | $2.59M | Sell |
18,050
-75
| -0.4% | -$13.2K | 2.2% | 22 |
|
|
2019
Q4 | $3.44M | Buy |
+18,125
| New | +$3.42M | 1.95% | 21 |
|
Other funds holding STZ
