WJWM
Williams Jones Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
6,293
+646
| +11% | +$105K | 0.01% | 253 |
|
|
2025
Q1 | $1.04M | Sell |
5,647
-25
| -0.4% | -$4.59K | 0.01% | 242 |
|
|
2024
Q4 | $1.25M | Sell |
5,672
-506
| -8% | -$112K | 0.02% | 228 |
|
|
2024
Q3 | $1.59M | Sell |
6,178
-80
| -1% | -$20.6K | 0.02% | 214 |
|
|
2024
Q2 | $1.61M | Sell |
6,258
-45
| -0.7% | -$11.6K | 0.02% | 214 |
|
|
2024
Q1 | $1.71M | Sell |
6,303
-215
| -3% | -$58.4K | 0.02% | 209 |
|
|
2023
Q4 | $1.58M | Sell |
6,518
-225
| -3% | -$54.4K | 0.02% | 213 |
|
|
2023
Q3 | $1.69M | Hold |
6,743
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $1.66M | Hold |
6,743
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $1.52M | Sell |
6,743
-8
| -0.1% | -$1.81K | 0.02% | 226 |
|
|
2022
Q4 | $1.56M | Sell |
6,751
-5
| -0.1% | -$1.16K | 0.03% | 223 |
|
|
2022
Q3 | $1.55M | Sell |
6,756
-52
| -0.8% | -$11.9K | 0.03% | 224 |
|
|
2022
Q2 | $1.59M | Buy |
6,808
+5,747
| +542% | +$1.34M | 0.03% | 224 |
|
|
2022
Q1 | $244K | Buy |
1,061
+185
| +21% | +$42.5K | ﹤0.01% | 449 |
|
|
2021
Q4 | $220K | Sell |
876
-198
| -18% | -$49.7K | ﹤0.01% | 450 |
|
|
2021
Q3 | $226K | Buy |
1,074
+189
| +21% | +$39.8K | ﹤0.01% | 439 |
|
|
2021
Q2 | $207K | Sell |
885
-26
| -3% | -$6.08K | ﹤0.01% | 459 |
|
|
2021
Q1 | $208K | Buy |
+911
| New | +$208K | ﹤0.01% | 455 |
|
|
2019
Q4 | – | Sell |
-2,069
| Closed | -$429K | – | 461 |
|
|
2019
Q3 | $429K | Buy |
+2,069
| New | +$429K | 0.01% | 283 |
|