Anchor Capital Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,324
| Closed | -$341K | – | 257 |
|
|
2024
Q3 | $341K | Buy |
1,324
+93
| +8% | +$24K | 0.01% | 215 |
|
|
2024
Q2 | $317K | Buy |
1,231
+53
| +4% | +$13.6K | 0.01% | 219 |
|
|
2024
Q1 | $320K | Sell |
1,178
-2,441
| -67% | -$663K | 0.01% | 223 |
|
|
2023
Q4 | $875K | Buy |
3,619
+15
| +0.4% | +$3.63K | 0.02% | 180 |
|
|
2023
Q3 | $906K | Buy |
3,604
+140
| +4% | +$35.2K | 0.03% | 171 |
|
|
2023
Q2 | $853K | Buy |
+3,464
| New | +$853K | 0.02% | 186 |
|