Annis Gardner Whiting 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Sell |
163
-3
| -2% | -$488 | 0.01% | 513 |
|
|
2025
Q1 | $30.5K | Sell |
166
-18
| -10% | -$3.3K | 0.01% | 401 |
|
|
2024
Q4 | $40.7K | Hold |
184
| – | – | 0.01% | 371 |
|
|
2024
Q3 | $47.4K | Sell |
184
-3
| -2% | -$773 | 0.01% | 370 |
|
|
2024
Q2 | $48.1K | Buy |
187
+2
| +1% | +$515 | 0.01% | 406 |
|
|
2024
Q1 | $50.3K | Buy |
185
+3
| +2% | +$815 | 0.02% | 381 |
|
|
2023
Q4 | $44K | Buy |
182
+18
| +11% | +$4.35K | 0.02% | 312 |
|
|
2023
Q3 | $41.2K | Buy |
+164
| New | +$41.2K | 0.02% | 300 |
|