A detailed history of Geneos Wealth Management Inc. transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 295 shares of STZ stock, worth $74,882. This represents 0.0% of its overall portfolio holdings.

Number of Shares
295
Previous 289 2.08%
Holding current value
$74,882
Previous $69,000 15.94%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$241.42 - $272.04 $1,448 - $1,632
6 Added 2.08%
295 $80,000
Q4 2023

Jan 26, 2024

SELL
$228.39 - $249.36 $7,536 - $8,228
-33 Reduced 10.25%
289 $69,000
Q3 2023

Oct 11, 2023

BUY
$247.47 - $272.8 $20,540 - $22,642
83 Added 34.73%
322 $80,000
Q2 2023

Aug 08, 2023

BUY
$218.23 - $249.19 $21,823 - $24,919
100 Added 71.94%
239 $58,000
Q1 2023

Apr 25, 2023

SELL
$208.68 - $233.59 $20,868 - $23,359
-100 Reduced 41.84%
139 $31,000
Q4 2022

Jan 30, 2023

SELL
$221.24 - $261.02 $14,823 - $17,488
-67 Reduced 21.9%
239 $55,000
Q3 2022

Nov 14, 2022

SELL
$229.68 - $308.0 $3.68 Million - $4.94 Million
-16,029 Reduced 98.13%
306 $70,000
Q2 2022

Jul 22, 2022

BUY
$225.77 - $258.78 $347,685 - $398,521
1,540 Added 10.41%
16,335 $3.81 Million
Q1 2022

May 16, 2022

SELL
$212.39 - $254.6 $325,169 - $389,792
-1,531 Reduced 9.38%
14,795 $3.41 Million
Q4 2021

Feb 09, 2022

SELL
$211.62 - $250.97 $1.17 Million - $1.39 Million
-5,545 Reduced 25.35%
16,326 $4.1 Million
Q3 2021

Nov 09, 2021

BUY
$209.08 - $232.03 $96,804 - $107,429
463 Added 2.16%
21,871 $4.67 Million
Q2 2021

Jul 08, 2021

SELL
$221.25 - $243.02 $127,882 - $140,465
-578 Reduced 2.63%
21,408 $4.95 Million
Q1 2021

Jun 17, 2021

BUY
$210.93 - $241.27 $13,288 - $15,200
63 Added 0.29%
21,986 $5.28 Million
Q4 2020

May 19, 2021

SELL
$165.01 - $219.05 $449,817 - $597,130
-2,726 Reduced 11.06%
21,923 $5.1 Million
Q3 2020

Sep 07, 2021

SELL
$171.09 - $196.59 $1.14 Million - $1.31 Million
-6,644 Reduced 21.23%
24,649 $4.48 Million
Q2 2020

Sep 07, 2021

BUY
$131.22 - $185.93 $33,461 - $47,412
255 Added 0.82%
31,293 $5.29 Million
Q1 2020

Sep 07, 2021

BUY
$105.64 - $208.34 $3.23 Million - $6.37 Million
30,585 Added 6751.66%
31,038 $4.5 Million
Q4 2019

Sep 07, 2021

BUY
$174.89 - $209.41 $6,995 - $8,376
40 Added 9.69%
453 $85,000
Q3 2019

Sep 07, 2021

SELL
$186.69 - $210.18 $9,147 - $10,298
-49 Reduced 10.61%
413 $85,000
Q2 2019

Sep 07, 2021

BUY
$176.45 - $212.54 $3,352 - $4,038
19 Added 4.29%
462 $91,000
Q1 2019

Sep 07, 2021

BUY
$150.94 - $175.33 $29,584 - $34,364
196 Added 79.35%
443 $77,000
Q3 2018

Sep 07, 2021

BUY
$200.49 - $221.81 $2,004 - $2,218
10 Added 4.22%
247 $53,000
Q2 2018

Sep 07, 2021

BUY
$215.92 - $234.22 $215 - $234
1 Added 0.42%
237 $51,000
Q4 2017

Sep 07, 2021

BUY
$199.08 - $228.57 $199 - $228
1 Added 0.43%
236 $54,000
Q1 2017

Sep 07, 2021

BUY
N/A
22 Added 10.33%
235 $38,000
Q4 2016

Sep 07, 2021

BUY
N/A
101 Added 90.18%
213 $32,000
Q3 2016

Sep 07, 2021

SELL
N/A
-298 Reduced 72.68%
112 $18,000
Q2 2016

Sep 07, 2021

BUY
N/A
200 Added 95.24%
410 $67,000
Q1 2016

Sep 07, 2021

BUY
N/A
210
210 $32,000

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 $40.9B
  • 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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