WealthPlan Investment Management, LLC's ownership history for STZ

WealthPlan Investment Management, LLC currently holds 16.5K shares with a market value of $2.3M. It started holding STZ on 2024-09-30. At its peak, it held 36.9K shares on 2025-06-30. Its highest holding value was $7.8M on 2024-09-30. At its lowest, it held 16.5K shares on 2025-12-31, with a value of $2.3M on 2025-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 20.4K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 13.6K.