Aptus 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
Q1 | – | Sell |
-1,965
| Closed | -$434K | – | 1488 |
|
|
2024
Q4 | $434K | Buy |
1,965
+718
| +58% | +$159K | ﹤0.01% | 672 |
|
|
2024
Q3 | $321K | Buy |
1,247
+26
| +2% | +$6.7K | ﹤0.01% | 644 |
|
|
2024
Q2 | $314K | Buy |
1,221
+51
| +4% | +$13.1K | 0.01% | 612 |
|
|
2024
Q1 | $318K | Buy |
1,170
+128
| +12% | +$34.8K | 0.01% | 607 |
|
|
2023
Q4 | $252K | Buy |
1,042
+159
| +18% | +$38.4K | 0.01% | 493 |
|
|
2023
Q3 | $222K | Buy |
+883
| New | +$222K | 0.01% | 537 |
|