Atlas Brown’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 | $564K | Sell |
3,466
-15
| -0.4% | -$2.44K | 0.18% | 111 |
|
|
2025
Q1 | $639K | Buy |
3,481
+170
| +5% | +$31.2K | 0.22% | 102 |
|
|
2024
Q4 | $732K | Buy |
3,311
+4
| +0.1% | +$884 | 0.25% | 94 |
|
|
2024
Q3 | $852K | Sell |
3,307
-1
| -0% | -$258 | 0.3% | 86 |
|
|
2024
Q2 | $851K | Buy |
3,308
+1
| +0% | +$257 | 0.31% | 87 |
|
|
2024
Q1 | $899K | Buy |
3,307
+1
| +0% | +$272 | 0.33% | 83 |
|
|
2023
Q4 | $799K | Sell |
3,306
-22
| -0.7% | -$5.32K | 0.33% | 88 |
|
|
2023
Q3 | $836K | Buy |
3,328
+22
| +0.7% | +$5.53K | 0.38% | 77 |
|
|
2023
Q2 | $814K | Hold |
3,306
| – | – | 0.36% | 86 |
|
|
2023
Q1 | $747K | Hold |
3,306
| – | – | 0.34% | 88 |
|
|
2022
Q4 | $766K | Hold |
3,306
| – | – | 0.38% | 83 |
|
|
2022
Q3 | $759K | Hold |
3,306
| – | – | 0.39% | 82 |
|
|
2022
Q2 | $770K | Hold |
3,306
| – | – | 0.36% | 85 |
|
|
2022
Q1 | $761K | Hold |
3,306
| – | – | 0.31% | 94 |
|
|
2021
Q4 | $830K | Hold |
3,306
| – | – | 0.32% | 94 |
|
|
2021
Q3 | $697K | Hold |
3,306
| – | – | 0.3% | 101 |
|
|
2021
Q2 | $773K | Hold |
3,306
| – | – | 0.33% | 93 |
|
|
2021
Q1 | $754K | Hold |
3,306
| – | – | 0.36% | 86 |
|
|
2020
Q4 | $724K | Hold |
3,306
| – | – | 0.37% | 84 |
|
|
2020
Q3 | $627K | Hold |
3,306
| – | – | 0.37% | 81 |
|
|
2020
Q2 | $578K | Hold |
3,306
| – | – | 0.37% | 80 |
|
|
2020
Q1 | $474K | Buy |
3,306
+5
| +0.2% | +$717 | 0.37% | 81 |
|
|
2019
Q4 | $626K | Buy |
3,301
+1
| +0% | +$190 | 0.39% | 73 |
|
|
2019
Q3 | $684K | Hold |
3,300
| – | – | 0.49% | 67 |
|
|
2019
Q2 | $650K | Hold |
3,300
| – | – | 0.45% | 68 |
|
|
2019
Q1 | $579K | Sell |
3,300
-165
| -5% | -$29K | 0.41% | 71 |
|
|
2018
Q4 | $557K | Buy |
3,465
+1
| +0% | +$161 | 0.43% | 69 |
|
|
2018
Q3 | $747K | Buy |
3,464
+1
| +0% | +$216 | 0.46% | 64 |
|
|
2018
Q2 | $755K | Buy |
3,463
+300
| +9% | +$65.4K | 0.18% | 61 |
|
|
2018
Q1 | $721K | Buy |
3,163
+163
| +5% | +$37.2K | 0.13% | 62 |
|
|
2017
Q4 | $666K | Buy |
3,000
+200
| +7% | +$44.4K | 0.12% | 70 |
|
|
2017
Q3 | $558K | Hold |
2,800
| – | – | 0.12% | 76 |
|
|
2017
Q2 | $542K | Hold |
2,800
| – | – | 0.47% | 64 |
|
|
2017
Q1 | $454K | Hold |
2,800
| – | – | 0.36% | 76 |
|
|
2016
Q4 | $466K | Hold |
2,800
| – | – | 0.19% | 68 |
|
|
2016
Q3 | $466K | Hold |
2,800
| – | – | 0.19% | 68 |
|
|
2016
Q2 | $463K | Hold |
2,800
| – | – | 0.19% | 68 |
|
|
2016
Q1 | $423K | Hold |
2,800
| – | – | 0.18% | 76 |
|
|
2015
Q4 | $409K | Hold |
2,800
| – | – | 0.26% | 66 |
|
|
2015
Q3 | $351K | Hold |
2,800
| – | – | 0.15% | 75 |
|
|
2015
Q2 | $347K | Hold |
2,800
| – | – | 0.13% | 84 |
|
|
2015
Q1 | $325K | Hold |
2,800
| – | – | 0.09% | 84 |
|
|
2014
Q4 | $275K | Hold |
2,800
| – | – | 0.07% | 89 |
|
|
2014
Q3 | $244K | Hold |
2,800
| – | – | 0.09% | 93 |
|
|
2014
Q2 | $247K | Hold |
2,800
| – | – | 0.12% | 91 |
|
|
2014
Q1 | $238K | Buy |
+2,800
| New | +$238K | 0.13% | 81 |
|