Western Wealth 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
Q1 | – | Sell |
-910
| Closed | -$201K | – | 702 |
|
|
2024
Q4 | $201K | Sell |
910
-4,027
| -82% | -$890K | 0.01% | 642 |
|
|
2024
Q3 | $1.27M | Buy |
4,937
+3,791
| +331% | +$977K | 0.07% | 266 |
|
|
2024
Q2 | $295K | Buy |
1,146
+1
| +0.1% | +$257 | 0.02% | 505 |
|
|
2024
Q1 | $311K | Sell |
1,145
-3,897
| -77% | -$1.06M | 0.02% | 495 |
|
|
2023
Q4 | $1.22M | Sell |
5,042
-51
| -1% | -$12.3K | 0.09% | 239 |
|
|
2023
Q3 | $1.28M | Buy |
5,093
+184
| +4% | +$46.2K | 0.11% | 199 |
|
|
2023
Q2 | $1.21M | Buy |
4,909
+260
| +6% | +$64K | 0.1% | 203 |
|
|
2023
Q1 | $1.05M | Buy |
4,649
+214
| +5% | +$48.3K | 0.1% | 224 |
|
|
2022
Q4 | $1.03M | Sell |
4,435
-1,128
| -20% | -$261K | 0.11% | 214 |
|
|
2022
Q3 | $1.33M | Buy |
5,563
+716
| +15% | +$171K | 0.08% | 250 |
|
|
2022
Q2 | $1.16M | Buy |
4,847
+229
| +5% | +$54.7K | 0.07% | 275 |
|
|
2022
Q1 | $1.06M | Buy |
4,618
+3,475
| +304% | +$800K | 0.05% | 325 |
|
|
2021
Q4 | $287K | Buy |
+1,143
| New | +$287K | 0.03% | 484 |
|
|
2021
Q2 | $907K | Buy |
3,857
+1,856
| +93% | +$436K | 0.09% | 229 |
|
|
2021
Q1 | $456K | Buy |
2,001
+1,086
| +119% | +$247K | 0.06% | 300 |
|
|
2020
Q4 | $200K | Buy |
+915
| New | +$200K | 0.03% | 451 |
|
|
2020
Q2 | – | Sell |
-1,901
| Closed | -$273K | – | 436 |
|
|
2020
Q1 | $273K | Sell |
1,901
-1,870
| -50% | -$269K | 0.06% | 281 |
|
|
2019
Q4 | $716K | Sell |
3,771
-457
| -11% | -$86.8K | 0.11% | 183 |
|
|
2019
Q3 | $874K | Buy |
4,228
+139
| +3% | +$28.7K | 0.18% | 132 |
|
|
2019
Q2 | $810K | Buy |
4,089
+308
| +8% | +$61K | 0.11% | 152 |
|
|
2019
Q1 | $662K | Sell |
3,781
-384
| -9% | -$67.2K | 0.15% | 164 |
|
|
2018
Q4 | $670K | Buy |
+4,165
| New | +$670K | 0.18% | 139 |
|