XWM
Xcel Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,104
| Closed | -$1.35M | – | 134 |
|
|
2024
Q4 | $1.35M | Sell |
6,104
-292
| -5% | -$64.5K | 0.37% | 53 |
|
|
2024
Q3 | $1.65M | Sell |
6,396
-1,580
| -20% | -$407K | 0.48% | 46 |
|
|
2024
Q2 | $2.05M | Buy |
7,976
+734
| +10% | +$189K | 0.64% | 40 |
|
|
2024
Q1 | $1.97M | Sell |
7,242
-425
| -6% | -$115K | 0.62% | 39 |
|
|
2023
Q4 | $1.85M | Sell |
7,667
-1,200
| -14% | -$290K | 0.65% | 41 |
|
|
2023
Q3 | $2.23M | Sell |
8,867
-697
| -7% | -$175K | 0.88% | 30 |
|
|
2023
Q2 | $2.35M | Sell |
9,564
-95
| -1% | -$23.4K | 0.74% | 38 |
|
|
2023
Q1 | $2.18M | Hold |
9,659
| – | – | 0.77% | 37 |
|
|
2022
Q4 | $2.24M | Sell |
9,659
-150
| -2% | -$34.8K | 0.88% | 31 |
|
|
2022
Q3 | $2.25M | Sell |
9,809
-125
| -1% | -$28.7K | 0.84% | 40 |
|
|
2022
Q2 | $2.32M | Sell |
9,934
-3,915
| -28% | -$912K | 0.84% | 37 |
|
|
2022
Q1 | $3.19M | Buy |
13,849
+200
| +1% | +$46.1K | 0.87% | 35 |
|
|
2021
Q4 | $3.43M | Buy |
13,649
+880
| +7% | +$221K | 0.88% | 36 |
|
|
2021
Q3 | $2.69M | Buy |
12,769
+3,050
| +31% | +$643K | 0.78% | 38 |
|
|
2021
Q2 | $2.27M | Sell |
9,719
-50
| -0.5% | -$11.7K | 0.69% | 42 |
|
|
2021
Q1 | $2.23M | Hold |
9,769
| – | – | 0.79% | 37 |
|
|
2020
Q4 | $2.14M | Buy |
9,769
+1,950
| +25% | +$427K | 0.92% | 35 |
|
|
2020
Q3 | $1.48M | Hold |
7,819
| – | – | 0.76% | 37 |
|
|
2020
Q2 | $1.37M | Buy |
7,819
+1,850
| +31% | +$323K | 0.85% | 35 |
|
|
2020
Q1 | $855K | Buy |
+5,969
| New | +$855K | 0.77% | 38 |
|