A detailed history of Wealth Plan Investment Management, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 30,160 shares of STZ stock, worth $6.87 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
30,160
Previous 23,293 29.48%
Holding current value
$6.87 Million
Previous $5.99 Million 29.64%
% of portfolio
0.84%
Previous 0.98%

Shares

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

Nov 05, 2024

BUY
$236.42 - $259.82 $1.62 Million - $1.78 Million
6,867 Added 29.48%
30,160 $7.77 Million
Q2 2024

Aug 09, 2024

BUY
$243.97 - $268.34 $154,920 - $170,395
635 Added 2.8%
23,293 $5.99 Million
Q1 2024

May 16, 2024

BUY
$241.42 - $272.04 $153,784 - $173,289
637 Added 2.89%
22,658 $6.16 Million
Q4 2023

Jan 05, 2024

SELL
$228.39 - $249.36 $114,880 - $125,428
-503 Reduced 2.23%
22,021 $5.32 Million
Q3 2023

Nov 15, 2023

BUY
$247.47 - $272.8 $2.06 Million - $2.27 Million
8,322 Added 58.6%
22,524 $5.66 Million
Q3 2023

Nov 09, 2023

BUY
$247.47 - $272.8 $1.21 Million - $1.33 Million
4,887 Added 52.46%
14,202 $3.57 Million
Q2 2023

Aug 14, 2023

SELL
$218.23 - $249.19 $1.16 Million - $1.33 Million
-5,327 Reduced 36.38%
9,315 $2.29 Million
Q2 2023

Jul 25, 2023

SELL
$218.23 - $249.19 $1.61 Million - $1.83 Million
-7,358 Reduced 33.45%
14,642 $3.6 Million
Q1 2023

May 08, 2023

SELL
$208.68 - $233.59 $3.18 Million - $3.56 Million
-15,259 Reduced 40.95%
22,000 $4.97 Million
Q4 2022

Feb 15, 2023

SELL
$221.24 - $261.02 $300,886 - $354,987
-1,360 Reduced 3.52%
37,259 $8.63 Million
Q3 2022

Dec 12, 2022

SELL
$229.68 - $308.0 $199,591 - $267,652
-869 Reduced 2.2%
38,619 $9.53 Million
Q1 2022

Sep 07, 2022

BUY
$212.39 - $254.6 $8.39 Million - $10.1 Million
39,488 New
39,488 $9.72 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 $36.7B
  • 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
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