Arlington Trust’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 | $240K | Sell |
1,477
-1,049
| -42% | -$171K | 0.05% | 156 |
|
|
2025
Q1 | $464K | Sell |
2,526
-374
| -13% | -$68.6K | 0.1% | 103 |
|
|
2024
Q4 | $641K | Hold |
2,900
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $747K | Hold |
2,900
| – | – | 0.16% | 74 |
|
|
2024
Q2 | $746K | Hold |
2,900
| – | – | 0.18% | 71 |
|
|
2024
Q1 | $788K | Sell |
2,900
-9
| -0.3% | -$2.45K | 0.2% | 69 |
|
|
2023
Q4 | $703K | Buy |
+2,909
| New | +$703K | 0.2% | 67 |
|