A detailed history of Wealth Plan Partners, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 12,599 shares of STZ stock, worth $2.83 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
12,599
Previous 17,155 26.56%
Holding current value
$2.83 Million
Previous $4.41 Billion 26.44%
% of portfolio
0.44%
Previous 0.47%

Shares

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

Nov 05, 2024

SELL
$236.42 - $259.82 $1.08 Million - $1.18 Million
-4,556 Reduced 26.56%
12,599 $3.25 Billion
Q2 2024

Aug 09, 2024

BUY
$243.97 - $268.34 $310,817 - $341,865
1,274 Added 8.02%
17,155 $4.41 Billion
Q1 2024

May 07, 2024

BUY
$241.42 - $272.04 $315,777 - $355,828
1,308 Added 8.98%
15,881 $4.32 Billion
Q4 2023

Jan 05, 2024

BUY
$228.39 - $249.36 $84,732 - $92,512
371 Added 2.61%
14,573 $3.52 Billion
Q3 2023

Nov 01, 2023

BUY
$247.47 - $272.8 $1.66 Million - $1.83 Million
6,715 Added 89.69%
14,202 $3.57 Billion
Q2 2023

Jul 31, 2023

SELL
$218.23 - $249.19 $1.54 Million - $1.76 Million
-7,052 Reduced 48.5%
7,487 $1.84 Billion
Q1 2023

May 10, 2023

SELL
$208.68 - $233.59 $4.67 Million - $5.22 Million
-22,365 Reduced 60.6%
14,539 $3.28 Billion
Q4 2022

Feb 16, 2023

SELL
$221.24 - $261.02 $571,684 - $674,475
-2,584 Reduced 6.54%
36,904 $8.33 Billion
Q1 2022

May 03, 2022

SELL
$212.39 - $254.6 $673,701 - $807,591
-3,172 Reduced 7.44%
39,488 $9.72 Million
Q4 2021

Feb 01, 2022

BUY
$211.62 - $250.97 $310,869 - $368,674
1,469 Added 3.57%
42,660 $10.1 Million
Q3 2021

Dec 09, 2021

BUY
$209.08 - $232.03 $121,893 - $135,273
583 Added 1.44%
41,191 $8.68 Million
Q2 2021

Aug 19, 2021

BUY
$221.25 - $243.02 $598,038 - $656,883
2,703 Added 7.13%
40,608 $8.67 Million
Q1 2021

May 11, 2021

BUY
$210.93 - $241.27 $117,488 - $134,387
557 Added 1.49%
37,905 $9.1 Million
Q4 2020

Feb 09, 2021

SELL
$165.01 - $219.05 $343,385 - $455,843
-2,081 Reduced 5.28%
37,348 $8.35 Million
Q3 2020

Dec 18, 2020

BUY
$171.09 - $196.59 $698,218 - $802,283
4,081 Added 11.55%
39,429 $7.69 Million
Q2 2020

Aug 19, 2020

BUY
$131.22 - $185.93 $681,031 - $964,976
5,190 Added 17.21%
35,348 $6.24 Million
Q1 2020

May 15, 2020

BUY
$105.64 - $208.34 $728,493 - $1.44 Million
6,896 Added 29.64%
30,158 $4.76 Million
Q4 2019

Feb 14, 2020

BUY
$174.89 - $209.41 $743,457 - $890,201
4,251 Added 22.36%
23,262 $4.62 Million
Q3 2019

Nov 15, 2019

BUY
$186.69 - $210.18 $297,957 - $335,447
1,596 Added 9.16%
19,011 $3.5 Million
Q2 2019

Aug 19, 2019

BUY
$176.45 - $212.54 $2.33 Million - $2.8 Million
13,196 Added 312.78%
17,415 $3.42 Million
Q1 2019

May 16, 2019

BUY
$150.94 - $175.33 $636,815 - $739,717
4,219 New
4,219 $865,000
Q3 2018

Nov 21, 2018

SELL
$200.49 - $221.81 $216,729 - $239,776
-1,081 Closed
0 $0
Q2 2018

Aug 16, 2018

SELL
$215.92 - $234.22 $22,887 - $24,827
-106 Reduced 8.93%
1,081 $237,000
Q1 2018

May 16, 2018

BUY
$208.73 - $230.34 $247,762 - $273,413
1,187 New
1,187 $270,000

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 $36.2B
  • 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
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