Alta Capital Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,059
| Closed | -$234K | – | 93 |
|
|
2024
Q4 | $234K | Buy |
1,059
+3
| +0.3% | +$663 | 0.01% | 90 |
|
|
2024
Q3 | $272K | Sell |
1,056
-8,315
| -89% | -$2.14M | 0.02% | 80 |
|
|
2024
Q2 | $2.41M | Sell |
9,371
-3,012
| -24% | -$775K | 0.15% | 57 |
|
|
2024
Q1 | $3.37M | Buy |
12,383
+35
| +0.3% | +$9.51K | 0.21% | 50 |
|
|
2023
Q4 | $2.99M | Sell |
12,348
-3,220
| -21% | -$778K | 0.19% | 51 |
|
|
2023
Q3 | $3.91M | Sell |
15,568
-1,926
| -11% | -$484K | 0.28% | 42 |
|
|
2023
Q2 | $4.31M | Sell |
17,494
-35,810
| -67% | -$8.81M | 0.3% | 41 |
|
|
2023
Q1 | $12M | Sell |
53,304
-1,737
| -3% | -$392K | 0.89% | 33 |
|
|
2022
Q4 | $12.8M | Sell |
55,041
-1,179
| -2% | -$273K | 0.98% | 33 |
|
|
2022
Q3 | $12.9M | Sell |
56,220
-4,229
| -7% | -$971K | 1.01% | 33 |
|
|
2022
Q2 | $14.1M | Sell |
60,449
-2,115
| -3% | -$493K | 1.03% | 31 |
|
|
2022
Q1 | $14.4M | Buy |
62,564
+424
| +0.7% | +$97.7K | 0.84% | 33 |
|
|
2021
Q4 | $15.6M | Buy |
62,140
+550
| +0.9% | +$138K | 0.81% | 33 |
|
|
2021
Q3 | $13M | Sell |
61,590
-56,496
| -48% | -$11.9M | 0.73% | 34 |
|
|
2021
Q2 | $27.6M | Buy |
118,086
+6,787
| +6% | +$1.59M | 0.79% | 34 |
|
|
2021
Q1 | $25.4M | Buy |
111,299
+41,664
| +60% | +$9.5M | 0.78% | 35 |
|
|
2020
Q4 | $15.3M | Sell |
69,635
-67,931
| -49% | -$14.9M | 0.86% | 38 |
|
|
2020
Q3 | $26.1M | Buy |
137,566
+957
| +0.7% | +$181K | 0.83% | 37 |
|
|
2020
Q2 | $23.9M | Buy |
136,609
+7,252
| +6% | +$1.27M | 0.84% | 36 |
|
|
2020
Q1 | $18.5M | Buy |
129,357
+58,490
| +83% | +$8.38M | 0.8% | 37 |
|
|
2019
Q4 | $13.4M | Buy |
70,867
+1,392
| +2% | +$264K | 0.88% | 34 |
|
|
2019
Q3 | $14.4M | Sell |
69,475
-34,914
| -33% | -$7.24M | 1% | 31 |
|
|
2019
Q2 | $20.6M | Sell |
104,389
-2,822
| -3% | -$556K | 1.15% | 34 |
|
|
2019
Q1 | $18.8M | Buy |
+107,211
| New | +$18.8M | 1.11% | 36 |
|