A detailed history of Bergan Kdv Wealth Management, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 32 shares of STZ stock, worth $7,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32
Previous 41 21.95%
Holding current value
$7,500
Previous $9,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$218.23 - $249.19 $1,964 - $2,242
-9 Reduced 21.95%
32 $7,000
Q1 2023

Apr 27, 2023

BUY
$208.68 - $233.59 $1,878 - $2,102
9 Added 28.13%
41 $9,000
Q4 2022

Jan 31, 2023

BUY
$221.24 - $261.02 $3,318 - $3,915
15 Added 88.24%
32 $7,000
Q4 2020

Feb 04, 2021

SELL
$165.01 - $219.05 $1,650 - $2,190
-10 Reduced 37.04%
17 $4,000
Q2 2020

Aug 13, 2020

SELL
$131.22 - $185.93 $6,429 - $9,110
-49 Reduced 64.47%
27 $5,000
Q1 2020

Apr 24, 2020

BUY
$105.64 - $208.34 $1,056 - $2,083
10 Added 15.15%
76 $11,000
Q4 2019

Feb 10, 2020

BUY
$174.89 - $209.41 $11,542 - $13,821
66 New
66 $13,000
Q2 2019

Aug 12, 2019

SELL
$176.45 - $212.54 $31,937 - $38,469
-181 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
$156.95 - $228.67 $7,847 - $11,433
50 Added 38.17%
181 $29,000
Q3 2018

Nov 09, 2018

SELL
$200.49 - $221.81 $1,804 - $1,996
-9 Reduced 6.43%
131 $28,000
Q2 2018

Jul 23, 2018

BUY
$215.92 - $234.22 $30,228 - $32,790
140 New
140 $31,000

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 $37.8B
  • 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
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