Number of Shares
94,056.00
Current Holdings Value*
$17.26 Mil
% of Portfolio
1.83%
Total Estimate Gain
$-294,898.74
% of Total Estimate Gain
-1.74%

W.G. Shaheen & Associates DBA Whitney & Co's Constellation Brands Inc Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 94,056.00 shares of Constellation Brands Inc(STZ), totaling $17.26 Mil. This investment constitutes 1.83% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0.05% of the outstanding Constellation Brands Inc(STZ) stock.

The initial trade took place in 2013Q4. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 25 purchases of STZ, at an average price of $172.04, for a total of 98,588.00 shares. In addition, there have been 10 sales at an average price of $137.39 for 4,532.00 shares. Based on historical transaction data and STZ's current price of $170.57, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his STZ holdings is $-294,898.74, reflecting a -1.74% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co STZ ($170.57) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co 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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