Angeles Investment Advisors’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 |
-1,476
| Closed | -$326K | – | 173 |
|
|
2024
Q4 | $326K | Buy |
1,476
+13
| +0.9% | +$2.87K | 0.02% | 132 |
|
|
2024
Q3 | $377K | Sell |
1,463
-150
| -9% | -$38.7K | 0.02% | 136 |
|
|
2024
Q2 | $415K | Hold |
1,613
| – | – | 0.02% | 124 |
|
|
2024
Q1 | $438K | Hold |
1,613
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $390K | Buy |
+1,613
| New | +$390K | 0.02% | 128 |
|