Xcel Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.18M | Hold |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.23M | Hold |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.48M | Hold |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $855K | Buy |
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