Koa Wealth Management, LLC STZ Holdings History
Koa Wealth Management, LLC's Constellation Brands Inc Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 17,875.00 shares of Constellation Brands Inc(STZ), totaling $3.28 Mil. This investment constitutes 2.65% of their stock portfolio, and Koa Wealth Management, LLC now holds 0.01% of the outstanding Constellation Brands Inc(STZ) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 3 purchases of STZ, at an average price of $215.40, for a total of 18,099.00 shares. In addition, there have been 2 sales at an average price of $245.01 for 224.00 shares. Based on historical transaction data and STZ's current price of $175.69, Koa Wealth Management, LLC's estimated gain on his STZ holdings is $-703,207.50, reflecting a -18.04% gain to date.
Koa Wealth Management, LLC STZ ($175.69) Holding Chart
Koa Wealth Management, LLC STZ ($175.69) 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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