WealthPlan Investment Management’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 | $6.01M | Buy |
36,927
+1,646
| +5% | +$268K | 0.44% | 75 |
|
|
2025
Q1 | $6.47M | Buy |
35,281
+5,124
| +17% | +$940K | 0.64% | 62 |
|
|
2024
Q4 | $6.66M | Sell |
30,157
-3
| -0% | -$663 | 0.66% | 59 |
|
|
2024
Q3 | $7.77M | Buy |
30,160
+6,867
| +29% | +$1.77M | 0.79% | 46 |
|
|
2024
Q2 | $5.99M | Buy |
23,293
+635
| +3% | +$163K | 0.91% | 46 |
|
|
2024
Q1 | $6.16M | Buy |
22,658
+637
| +3% | +$173K | 0.94% | 44 |
|
|
2023
Q4 | $5.32M | Sell |
22,021
-503
| -2% | -$122K | 0.85% | 49 |
|
|
2023
Q3 | $5.66M | Buy |
22,524
+13,209
| +142% | +$3.32M | 1% | 46 |
|
|
2023
Q2 | $2.29M | Sell |
9,315
-12,685
| -58% | -$3.12M | 0.68% | 54 |
|
|
2023
Q1 | $4.97M | Sell |
22,000
-15,259
| -41% | -$3.45M | 0.86% | 47 |
|
|
2022
Q4 | $8.52M | Sell |
37,259
-1,360
| -4% | -$311K | 0.6% | 52 |
|
|
2022
Q3 | $9.53M | Buy |
+38,619
| New | +$9.53M | 0.7% | 52 |
|
|
2022
Q1 | $9.72M | Buy |
+39,488
| New | +$9.72M | 0.67% | 55 |
|