Almanack Investment Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
1,458
| – | – | 0.04% | 183 |
|
|
2025
Q1 | $268K | Buy |
1,458
+181
| +14% | +$33.2K | 0.05% | 120 |
|
|
2024
Q4 | $282K | Sell |
1,277
-25
| -2% | -$5.53K | 0.04% | 147 |
|
|
2024
Q3 | $336K | Buy |
1,302
+59
| +5% | +$15.2K | 0.05% | 139 |
|
|
2024
Q2 | $320K | Hold |
1,243
| – | – | 0.05% | 137 |
|
|
2024
Q1 | $338K | Buy |
1,243
+27
| +2% | +$7.34K | 0.06% | 132 |
|
|
2023
Q4 | $294K | Buy |
1,216
+1
| +0.1% | +$242 | 0.05% | 128 |
|
|
2023
Q3 | $305K | Buy |
1,215
+1
| +0.1% | +$251 | 0.06% | 112 |
|
|
2023
Q2 | $299K | Hold |
1,214
| – | – | 0.05% | 134 |
|
|
2023
Q1 | $274K | Sell |
1,214
-29
| -2% | -$6.55K | 0.05% | 138 |
|
|
2022
Q4 | $288K | Buy |
+1,243
| New | +$288K | 0.06% | 137 |
|