A detailed history of Strategic Wealth Partners, Ltd. transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 28,991 shares of STZ stock, worth $6.74 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
28,991
Previous 28,519 1.66%
Holding current value
$6.74 Million
Previous $7.34 Million 1.76%
% of portfolio
0.79%
Previous 0.78%

Shares

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

Oct 08, 2024

BUY
$236.42 - $259.82 $111,590 - $122,635
472 Added 1.66%
28,991 $7.47 Million
Q2 2024

Oct 08, 2024

BUY
$243.97 - $268.34 $186,637 - $205,280
765 Added 2.76%
28,519 $7.34 Million
Q1 2024

May 20, 2024

BUY
$241.42 - $272.04 $559,370 - $630,316
2,317 Added 9.11%
27,754 $7.54 Million
Q4 2023

May 20, 2024

BUY
$228.39 - $249.36 $1.19 Million - $1.3 Million
5,205 Added 25.73%
25,437 $6.15 Million
Q3 2023

May 20, 2024

BUY
$247.47 - $272.8 $105,669 - $116,485
427 Added 2.16%
20,232 $5.08 Million
Q2 2023

May 20, 2024

SELL
$218.23 - $249.19 $2,400 - $2,741
-11 Reduced 0.06%
19,805 $4.87 Million
Q1 2023

Apr 24, 2023

BUY
$208.68 - $233.59 $871,239 - $975,238
4,175 Added 26.69%
19,816 $4.48 Million
Q4 2022

Apr 24, 2023

BUY
$221.24 - $261.02 $529,869 - $625,142
2,395 Added 18.08%
15,641 $3.62 Million
Q3 2022

Apr 24, 2023

BUY
$229.68 - $308.0 $8,038 - $10,780
35 Added 0.26%
13,246 $3.04 Million
Q2 2022

Aug 22, 2022

BUY
$225.77 - $258.78 $499,177 - $572,162
2,211 Added 20.1%
13,211 $3.08 Million
Q1 2022

May 19, 2022

BUY
$212.39 - $254.6 $798,374 - $957,041
3,759 Added 51.91%
11,000 $2.53 Million
Q4 2021

Feb 11, 2022

BUY
$211.62 - $250.97 $22,854 - $27,104
108 Added 1.51%
7,241 $1.82 Million
Q3 2021

Nov 12, 2021

BUY
$209.08 - $232.03 $323,446 - $358,950
1,547 Added 27.69%
7,133 $1.5 Million
Q2 2021

Aug 25, 2021

SELL
$221.25 - $243.02 $25,665 - $28,190
-116 Reduced 2.03%
5,586 $1.31 Million
Q1 2021

May 24, 2021

SELL
$210.93 - $241.27 $52,099 - $59,593
-247 Reduced 4.15%
5,702 $1.3 Million
Q4 2020

Feb 18, 2021

SELL
$165.01 - $219.05 $41,417 - $54,981
-251 Reduced 4.05%
5,949 $1.3 Million
Q3 2020

Nov 10, 2020

BUY
$171.09 - $196.59 $103,509 - $118,936
605 Added 10.81%
6,200 $1.18 Million
Q2 2020

Aug 11, 2020

BUY
$131.22 - $185.93 $252,336 - $357,543
1,923 Added 52.37%
5,595 $979,000
Q4 2019

Jan 30, 2020

SELL
$174.89 - $209.41 $307,631 - $368,352
-1,759 Reduced 32.39%
3,672 $697,000
Q3 2019

Oct 28, 2019

BUY
$186.69 - $210.18 $822,929 - $926,473
4,408 Added 430.89%
5,431 $197 Million
Q2 2019

Aug 06, 2019

BUY
$176.45 - $212.54 $176,626 - $212,752
1,001 Added 4550.0%
1,023 $203,000
Q1 2019

May 14, 2019

BUY
$150.94 - $175.33 $1,056 - $1,227
7 Added 46.67%
22 $4,000
Q4 2018

Jan 24, 2019

SELL
$156.95 - $228.67 $5,022 - $7,317
-32 Reduced 68.09%
15 $2,000
Q3 2018

Dec 06, 2018

BUY
$200.49 - $221.81 $5,613 - $6,210
28 Added 147.37%
47 $10,000
Q1 2018

Jul 13, 2018

BUY
$208.73 - $230.34 $3,965 - $4,376
19 New
19 $4,000

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 $37.5B
  • 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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.