A detailed history of 9258 Wealth Management, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,249 shares of STZ stock, worth $284,309. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,249
Previous 1,249 -0.0%
Holding current value
$284,309
Previous $321,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$243.97 - $268.34 $109,054 - $119,947
447 Added 55.74%
1,249 $321,000
Q1 2024

May 03, 2024

BUY
$241.42 - $272.04 $193,618 - $218,176
802 New
802 $217,000
Q3 2023

Nov 08, 2023

SELL
$247.47 - $272.8 $2,474 - $2,728
-10 Reduced 1.01%
980 $246,000
Q1 2023

May 03, 2023

SELL
$208.68 - $233.59 $6,677 - $7,474
-32 Reduced 3.13%
990 $223,000
Q4 2022

Feb 03, 2023

SELL
$221.24 - $261.02 $3,982 - $4,698
-18 Reduced 1.73%
1,022 $236,000
Q3 2022

Nov 08, 2022

SELL
$229.68 - $308.0 $21,360 - $28,644
-93 Reduced 8.21%
1,040 $239,000
Q2 2022

Aug 04, 2022

SELL
$225.77 - $258.78 $24,157 - $27,689
-107 Reduced 8.63%
1,133 $264,000
Q1 2022

May 13, 2022

SELL
$212.39 - $254.6 $14,654 - $17,567
-69 Reduced 5.27%
1,240 $286,000
Q4 2021

Feb 11, 2022

SELL
$211.62 - $250.97 $28,780 - $34,131
-136 Reduced 9.41%
1,309 $329,000
Q3 2021

Nov 12, 2021

BUY
$209.08 - $232.03 $57,497 - $63,808
275 Added 23.5%
1,445 $304,000
Q2 2021

Aug 13, 2021

BUY
$221.25 - $243.02 $31,417 - $34,508
142 Added 13.81%
1,170 $274,000
Q1 2021

May 11, 2021

BUY
$210.93 - $241.27 $216,836 - $248,025
1,028 New
1,028 $234,000

Others Institutions Holding STZ

About CONSTELLATION BRANDS, INC.


  • Ticker STZ
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 161,224,000
  • Market Cap $36.7B
  • Description
  • Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It provides beer primarily under the Corona Extra, Corona Premier, Corona Familiar, Corona Light, Corona Refresca, Corona Hard Seltzer, Modelo Especial, Modelo Neg...
More about STZ
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.