A detailed history of Shelton Wealth Management, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 2,906 shares of STZ stock, worth $697,120. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,906
Previous 2,661 9.21%
Holding current value
$697,120
Previous $684,000 9.36%
% of portfolio
0.42%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$236.42 - $259.82 $57,922 - $63,655
245 Added 9.21%
2,906 $748,000
Q2 2024

Jul 23, 2024

BUY
$243.97 - $268.34 $127,596 - $140,341
523 Added 24.46%
2,661 $684,000
Q1 2024

May 14, 2024

SELL
$241.42 - $272.04 $22,934 - $25,843
-95 Reduced 4.25%
2,138 $581,000
Q4 2023

Feb 14, 2024

BUY
$228.39 - $249.36 $283,203 - $309,206
1,240 Added 124.87%
2,233 $539,000
Q2 2023

Aug 01, 2023

BUY
$218.23 - $249.19 $5,455 - $6,229
25 Added 2.58%
993 $244,000
Q1 2023

May 08, 2023

BUY
$208.68 - $233.59 $208 - $233
1 Added 0.1%
968 $218,000
Q4 2022

Feb 09, 2023

SELL
$221.24 - $261.02 $20,575 - $24,274
-93 Reduced 8.77%
967 $224,000
Q3 2022

Nov 08, 2022

BUY
$229.68 - $308.0 $229 - $308
1 Added 0.09%
1,060 $243,000
Q2 2022

Jul 28, 2022

BUY
$225.77 - $258.78 $225 - $258
1 Added 0.09%
1,059 $247,000
Q1 2022

May 10, 2022

BUY
$212.39 - $254.6 $424 - $509
2 Added 0.19%
1,058 $244,000
Q4 2021

Jan 26, 2022

BUY
$211.62 - $250.97 $223,470 - $265,024
1,056 New
1,056 $265,000

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 $38.7B
  • 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 Shelton Wealth Management, LLC Portfolio

Follow Shelton 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 Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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