WFA of San Diego’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 | $81.3K | Buy |
+500
| New | +$81.3K | 0.06% | 158 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$116K | – | 381 |
|
|
2022
Q4 | $116K | Buy |
+500
| New | +$116K | 0.09% | 129 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$125K | – | 154 |
|
|
2021
Q4 | $125K | Buy |
+500
| New | +$125K | 0.07% | 148 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$219 | – | 122 |
|
|
2020
Q4 | $219 | Buy |
+100
| New | +$219 | 0.06% | 46 |
|