NORTHCAPE WEALTH MANAGEMENT, LLC STZ Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Constellation Brands Inc Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 12,720.00 shares of Constellation Brands Inc(STZ), totaling $2.33 Mil. This investment constitutes 0.75% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Constellation Brands Inc(STZ) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 6 purchases of STZ, at an average price of $220.83, for a total of 17,743.00 shares. In addition, there have been 7 sales at an average price of $241.74 for 5,023.00 shares. Based on historical transaction data and STZ's current price of $169.04, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his STZ holdings is $-553,746.01, reflecting a -14.13% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC STZ ($169.04) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC STZ ($169.04) 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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