A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 10,265 shares of STZ stock, worth $2.64 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
10,265
Previous 10,315 0.48%
Holding current value
$2.64 Million
Previous $2.49 Million 11.87%
% of portfolio
1.56%
Previous 1.51%

Shares

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

May 10, 2024

SELL
$241.42 - $272.04 $12,071 - $13,602
-50 Reduced 0.48%
10,265 $2.79 Million
Q3 2023

Nov 09, 2023

BUY
$247.47 - $272.8 $49,494 - $54,560
200 Added 1.98%
10,315 $2.59 Million
Q2 2023

Aug 10, 2023

SELL
$218.23 - $249.19 $21,823 - $24,919
-100 Reduced 0.98%
10,115 $2.49 Million
Q1 2023

May 11, 2023

SELL
$208.68 - $233.59 $26,085 - $29,198
-125 Reduced 1.21%
10,215 $2.31 Million
Q1 2022

May 12, 2022

SELL
$212.39 - $254.6 $21,239 - $25,460
-100 Reduced 0.96%
10,340 $2.38 Million
Q4 2021

Feb 11, 2022

SELL
$211.62 - $250.97 $241,458 - $286,356
-1,141 Reduced 9.85%
10,440 $2.62 Million
Q3 2021

Nov 10, 2021

SELL
$209.08 - $232.03 $490,919 - $544,806
-2,348 Reduced 16.86%
11,581 $2.44 Million
Q2 2021

Aug 12, 2021

BUY
$221.25 - $243.02 $110,846 - $121,753
501 Added 3.73%
13,929 $3.26 Million
Q1 2021

May 11, 2021

BUY
$210.93 - $241.27 $791,409 - $905,245
3,752 Added 38.78%
13,428 $3.06 Million
Q4 2020

Feb 11, 2021

SELL
$165.01 - $219.05 $50,163 - $66,591
-304 Reduced 3.05%
9,676 $2.12 Million
Q3 2020

Nov 12, 2020

SELL
$171.09 - $196.59 $30,796 - $35,386
-180 Reduced 1.77%
9,980 $1.89 Million
Q2 2020

Aug 10, 2020

SELL
$131.22 - $185.93 $117,966 - $167,151
-899 Reduced 8.13%
10,160 $1.78 Million
Q1 2020

May 07, 2020

SELL
$105.64 - $208.34 $1.1 Million - $2.17 Million
-10,431 Reduced 48.54%
11,059 $1.59 Million
Q4 2019

Feb 10, 2020

SELL
$174.89 - $209.41 $209,518 - $250,873
-1,198 Reduced 5.28%
21,490 $4.08 Million
Q3 2019

Nov 12, 2019

BUY
$186.69 - $210.18 $186 - $210
1 Added 0.0%
22,688 $4.7 Million
Q2 2019

Aug 12, 2019

BUY
$176.45 - $212.54 $304,729 - $367,056
1,727 Added 8.24%
22,687 $4.47 Million
Q1 2019

May 10, 2019

BUY
$150.94 - $175.33 $846,320 - $983,075
5,607 Added 36.52%
20,960 $3.68 Million
Q4 2018

Feb 11, 2019

BUY
$156.95 - $228.67 $54,147 - $78,891
345 Added 2.3%
15,353 $2.47 Million
Q3 2018

Nov 13, 2018

SELL
$200.49 - $221.81 $30,073 - $33,271
-150 Reduced 0.99%
15,008 $3.24 Million
Q2 2018

Aug 09, 2018

SELL
$215.92 - $234.22 $39,513 - $42,862
-183 Reduced 1.19%
15,158 $3.32 Million
Q1 2018

May 08, 2018

BUY
$208.73 - $230.34 $62,827 - $69,332
301 Added 2.0%
15,341 $3.5 Million
Q4 2017

Feb 09, 2018

BUY
$199.08 - $228.57 $20,107 - $23,085
101 Added 0.68%
15,040 $3.44 Million
Q3 2017

Nov 09, 2017

BUY
$193.04 - $204.62 $2.88 Million - $3.06 Million
14,939
14,939 $2.98 Million

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 $41.5B
  • 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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