A detailed history of Tria Gen Wealth Management LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 7,074 shares of STZ stock, worth $1.81 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
7,074
Holding current value
$1.81 Million
% of portfolio
0.87%

Shares

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

Apr 23, 2024

BUY
$241.42 - $272.04 $1.71 Million - $1.92 Million
7,074 New
7,074 $1.92 Million
Q4 2022

Feb 09, 2023

SELL
$221.24 - $261.02 $25,663 - $30,278
-116 Reduced 0.79%
14,636 $3.39 Million
Q3 2022

Oct 21, 2022

BUY
$229.68 - $308.0 $1.81 Million - $2.43 Million
7,884 Added 114.79%
14,752 $3.39 Million
Q2 2022

Jul 29, 2022

SELL
$225.77 - $258.78 $18,964 - $21,737
-84 Reduced 1.21%
6,868 $1.6 Million
Q1 2022

Apr 29, 2022

SELL
$212.39 - $254.6 $198,159 - $237,541
-933 Reduced 11.83%
6,952 $1.6 Million
Q4 2021

Feb 09, 2022

SELL
$211.62 - $250.97 $1.67 Million - $1.98 Million
-7,894 Reduced 50.03%
7,885 $1.98 Million
Q3 2021

Nov 10, 2021

SELL
$209.08 - $232.03 $22,998 - $25,523
-110 Reduced 0.69%
15,779 $3.32 Million
Q2 2021

Aug 02, 2021

BUY
$221.25 - $243.02 $3.52 Million - $3.86 Million
15,889 New
15,889 $3.57 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 $41.2B
  • 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 Tria Gen Wealth Management LLC Portfolio

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

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.