A detailed history of Heritage Wealth Advisors transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 16 shares of STZ stock, worth $2,892. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 150 89.33%
Holding current value
$2,892
Previous $38,000 89.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$236.42 - $259.82 $31,680 - $34,815
-134 Reduced 89.33%
16 $4,000
Q1 2024

May 08, 2024

SELL
$241.42 - $272.04 $3,379 - $3,808
-14 Reduced 8.54%
150 $40,000
Q4 2023

Feb 09, 2024

BUY
$228.39 - $249.36 $3,197 - $3,491
14 Added 9.33%
164 $39,000
Q3 2023

Dec 12, 2024

SELL
$247.47 - $272.8 $3,959 - $4,364
-16 Reduced 9.64%
150 $37,000
Q3 2023

Nov 08, 2023

SELL
$247.47 - $272.8 $3,959 - $4,364
-16 Reduced 9.64%
150 $37,000
Q2 2023

Dec 12, 2024

BUY
$218.23 - $249.19 $32,734 - $37,378
150 Added 937.5%
166 $40,000
Q2 2023

Aug 09, 2023

BUY
$218.23 - $249.19 $3,491 - $3,987
16 Added 10.67%
166 $40,000
Q3 2022

Dec 12, 2024

BUY
$229.68 - $308.0 $30,777 - $41,272
134 Added 837.5%
150 $34,000
Q3 2022

Nov 10, 2022

SELL
$229.68 - $308.0 $18,374 - $24,640
-80 Reduced 34.78%
150 $34,000
Q2 2022

Aug 04, 2022

BUY
$225.77 - $258.78 $18,061 - $20,702
80 Added 53.33%
230 $54,000
Q2 2020

Jul 17, 2020

SELL
$131.22 - $185.93 $38,053 - $53,919
-290 Reduced 65.91%
150 $26,000
Q2 2020

Jul 17, 2020

BUY
$131.22 - $185.93 $38,053 - $53,919
290 Added 193.33%
440 $26,000
Q1 2020

May 05, 2020

SELL
$105.64 - $208.34 $32,325 - $63,752
-306 Reduced 67.11%
150 $21,000
Q4 2019

Feb 04, 2020

BUY
$174.89 - $209.41 $79,749 - $95,490
456 New
456 $86,000

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 $29.1B
  • 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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