Balboa Wealth Partners’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 |
-975
| Closed | -$216K | – | 365 |
|
|
2024
Q4 | $216K | Sell |
975
-9
| -0.9% | -$1.99K | 0.05% | 266 |
|
|
2024
Q3 | $253K | Buy |
+984
| New | +$253K | 0.06% | 216 |
|
|
2023
Q1 | – | Sell |
-1,014
| Closed | -$235K | – | 325 |
|
|
2022
Q4 | $235K | Sell |
1,014
-49
| -5% | -$11.4K | 0.11% | 192 |
|
|
2022
Q3 | $244K | Buy |
+1,063
| New | +$244K | 0.11% | 170 |
|