Number of Shares
43,643.00
Current Holdings Value*
$8.01 Mil
% of Portfolio
2.04%
Total Estimate Gain
$-2.77 Mil
% of Total Estimate Gain
-26.64%

Compass Wealth Management LLC's Constellation Brands Inc Holding Summary

As of 2025-03-31, Compass Wealth Management LLC held 43,643.00 shares of Constellation Brands Inc(STZ), totaling $8.01 Mil. This investment constitutes 2.04% of their stock portfolio, and Compass Wealth Management LLC now holds 0.02% of the outstanding Constellation Brands Inc(STZ) stock.

The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 7 purchases of STZ, at an average price of $232.48, for a total of 44,790.00 shares. In addition, there have been 2 sales at an average price of $230.66 for 1,147.00 shares. Based on historical transaction data and STZ's current price of $168.97, Compass Wealth Management LLC's estimated gain on his STZ holdings is $-2.77 Mil, reflecting a -26.64% gain to date.

Compass Wealth Management LLC STZ ($168.97) Holding Chart

Compass Wealth Management LLC STZ ($168.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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