Compass Wealth Management LLC STZ Holdings History
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 $175.62, Compass Wealth Management LLC's estimated gain on his STZ holdings is $-2.48 Mil, reflecting a -23.85% gain to date.
Compass Wealth Management LLC STZ ($175.62) Holding Chart
Compass Wealth Management LLC STZ ($175.62) 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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