Number of Shares
3,009.00
Current Holdings Value*
$552,210.00
% of Portfolio
0.36%
Total Estimate Gain
$-494,544.70
% of Total Estimate Gain
-28.54%

MCCARTER PRIVATE WEALTH SERVICES LLC's Constellation Brands Inc Holding Summary

As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 3,009.00 shares of Constellation Brands Inc(STZ), totaling $552,210.00. This investment constitutes 0.36% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding Constellation Brands Inc(STZ) stock.

The initial trade took place in 2024Q3. And since then MCCARTER PRIVATE WEALTH SERVICES LLC has made 1 purchases of STZ, at an average price of $247.54, for a total of 7,001.00 shares. In addition, there have been 1 sales at an average price of $181.67 for 3,992.00 shares. Based on historical transaction data and STZ's current price of $170.57, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his STZ holdings is $-494,544.70, reflecting a -28.54% gain to date.

MCCARTER PRIVATE WEALTH SERVICES LLC STZ ($170.57) Holding Chart

MCCARTER PRIVATE WEALTH SERVICES LLC STZ ($170.57) 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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