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Connectus Wealth, LLC

SEC CIK
0001857493
Latest filing
May 14, 2024

STZ holding history

Constellation Brands, Inc. in every 13F filed by Connectus Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STZ overviewAll 13F holders of STZFull Q1 2024 holdings

Shares (Q1 2024)
105,944
Value
$28.8M
% of portfolio
0.8%
Quarters held
8
Since Q2 2022
Holdings of STZ by Connectus Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024105,944$28.8M0.8%−743−0.7%ReducedHolders
Q4 2023106,687$25.8M0.5%−457−0.4%ReducedHolders
Q3 2023107,144$26.9M0.6%−2,712−2.5%ReducedHolders
Q2 2023109,856$27.0M0.6%+430.0%AddedHolders
Q1 2023109,813$24.8M0.6%+370+0.3%AddedHolders
Q4 2022109,443$25.4M0.7%−160−0.1%ReducedHolders
Q3 2022109,603$25.2M0.5%−622−0.6%ReducedHolders
Q2 2022110,225$25.7M0.6%+110,225NewHolders