Xcel Wealth Management, LLC STZ Holdings History
Xcel Wealth Management, LLC's Constellation Brands Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held - shares of Constellation Brands Inc(STZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Constellation Brands Inc(STZ) stock.
The initial trade took place in 2020Q1. And since then Xcel Wealth Management, LLC has made 7 purchases of STZ, at an average price of $194.93, for a total of 14,633.00 shares. In addition, there have been 12 sales at an average price of $218.47 for 14,633.00 shares. Based on historical transaction data and STZ's current price of $172.19, Xcel Wealth Management, LLC's estimated gain on his STZ holdings is $344,443.61, reflecting a 12.08% gain to date.
Xcel Wealth Management, LLC STZ ($172.19) Holding Chart
Xcel Wealth Management, LLC STZ ($172.19) 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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