Wealthcare Advisory Partners’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 | $324K | Buy |
1,993
+112
| +6% | +$18.2K | 0.01% | 767 |
|
|
2025
Q1 | $345K | Sell |
1,881
-2,317
| -55% | -$425K | 0.01% | 696 |
|
|
2024
Q4 | $928K | Sell |
4,198
-661
| -14% | -$146K | 0.03% | 436 |
|
|
2024
Q3 | $1.25M | Buy |
4,859
+266
| +6% | +$68.5K | 0.04% | 366 |
|
|
2024
Q2 | $1.18M | Buy |
4,593
+755
| +20% | +$194K | 0.04% | 342 |
|
|
2024
Q1 | $1.04M | Buy |
3,838
+207
| +6% | +$56.3K | 0.03% | 345 |
|
|
2023
Q4 | $878K | Buy |
3,631
+1,500
| +70% | +$363K | 0.03% | 348 |
|
|
2023
Q3 | $536K | Sell |
2,131
-65
| -3% | -$16.3K | 0.02% | 417 |
|
|
2023
Q2 | $540K | Sell |
2,196
-152
| -6% | -$37.4K | 0.02% | 429 |
|
|
2023
Q1 | $530K | Sell |
2,348
-68
| -3% | -$15.4K | 0.02% | 441 |
|
|
2022
Q4 | $560K | Buy |
2,416
+137
| +6% | +$31.8K | 0.03% | 394 |
|
|
2022
Q3 | $524K | Buy |
2,279
+1,054
| +86% | +$242K | 0.03% | 353 |
|
|
2022
Q2 | $285K | Buy |
1,225
+170
| +16% | +$39.6K | 0.02% | 441 |
|
|
2022
Q1 | $243K | Sell |
1,055
-296
| -22% | -$68.2K | 0.01% | 475 |
|
|
2021
Q4 | $339K | Sell |
1,351
-71
| -5% | -$17.8K | 0.02% | 411 |
|
|
2021
Q3 | $300K | Sell |
1,422
-448
| -24% | -$94.5K | 0.02% | 413 |
|
|
2021
Q2 | $437K | Sell |
1,870
-3
| -0.2% | -$701 | 0.03% | 342 |
|
|
2021
Q1 | $427K | Buy |
1,873
+216
| +13% | +$49.2K | 0.03% | 322 |
|
|
2020
Q4 | $363K | Buy |
+1,657
| New | +$363K | 0.03% | 292 |
|
|
2020
Q2 | – | Sell |
-235
| Closed | -$34K | – | 1220 |
|
|
2020
Q1 | $34K | Sell |
235
-71
| -23% | -$10.3K | 0.01% | 592 |
|
|
2019
Q4 | $58K | Buy |
306
+80
| +35% | +$15.2K | 0.01% | 519 |
|
|
2019
Q3 | $47K | Buy |
226
+1
| +0.4% | +$208 | 0.01% | 545 |
|
|
2019
Q2 | $44K | Buy |
225
+160
| +246% | +$31.3K | 0.01% | 543 |
|
|
2019
Q1 | $11K | Hold |
65
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 793 |
|
|
2018
Q3 | $14K | Hold |
65
| – | – | ﹤0.01% | 766 |
|
|
2018
Q2 | $14K | Buy |
65
+1
| +2% | +$215 | ﹤0.01% | 755 |
|
|
2018
Q1 | $15K | Hold |
64
| – | – | ﹤0.01% | 652 |
|
|
2017
Q4 | $15K | Buy |
64
+14
| +28% | +$3.28K | ﹤0.01% | 596 |
|
|
2017
Q3 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 553 |
|