Athena Investment Management’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 | $384K | Hold |
2,358
| – | – | 0.21% | 106 |
|
|
2025
Q1 | $433K | Hold |
2,358
| – | – | 0.26% | 89 |
|
|
2024
Q4 | $521K | Hold |
2,358
| – | – | 0.3% | 79 |
|
|
2024
Q3 | $608K | Hold |
2,358
| – | – | 0.35% | 65 |
|
|
2024
Q2 | $607K | Sell |
2,358
-4
| -0.2% | -$1.03K | 0.37% | 68 |
|
|
2024
Q1 | $642K | Hold |
2,362
| – | – | 0.39% | 64 |
|
|
2023
Q4 | $571K | Hold |
2,362
| – | – | 0.37% | 67 |
|
|
2023
Q3 | $594K | Hold |
2,362
| – | – | 0.43% | 59 |
|
|
2023
Q2 | $581K | Hold |
2,362
| – | – | 0.4% | 61 |
|
|
2023
Q1 | $534K | Hold |
2,362
| – | – | 0.38% | 60 |
|
|
2022
Q4 | $547K | Hold |
2,362
| – | – | 0.4% | 61 |
|
|
2022
Q3 | $543K | Hold |
2,362
| – | – | 0.46% | 51 |
|
|
2022
Q2 | $550K | Hold |
2,362
| – | – | 0.43% | 54 |
|
|
2022
Q1 | $540K | Buy |
+2,362
| New | +$540K | 0.42% | 57 |
|