Bank Julius Baer & Co’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 | $396K | Buy |
2,435
+260
| +12% | +$42.3K | ﹤0.01% | 405 |
|
2025
Q1 | $451K | Sell |
2,175
-4,885
| -69% | -$1.01M | ﹤0.01% | 376 |
|
2024
Q4 | $1.72M | Buy |
7,060
+113
| +2% | +$27.6K | 0.01% | 280 |
|
2024
Q3 | $2.12M | Sell |
6,947
-394
| -5% | -$120K | 0.01% | 251 |
|
2024
Q2 | $2.1M | Sell |
7,341
-872
| -11% | -$250K | 0.01% | 209 |
|
2024
Q1 | $2.23M | Buy |
8,213
+26
| +0.3% | +$7.07K | 0.01% | 221 |
|
2023
Q4 | $1.98M | Sell |
8,187
-70
| -0.8% | -$16.9K | 0.01% | 240 |
|
2023
Q3 | $2.08M | Sell |
8,257
-949
| -10% | -$238K | 0.01% | 206 |
|
2023
Q2 | $2.27M | Buy |
9,206
+349
| +4% | +$85.9K | 0.01% | 205 |
|
2023
Q1 | $2M | Buy |
8,857
+3,421
| +63% | +$773K | 0.01% | 210 |
|
2022
Q4 | $1.26M | Buy |
5,436
+149
| +3% | +$34.5K | 0.01% | 235 |
|
2022
Q3 | $1.21M | Buy |
5,287
+45
| +0.9% | +$10.3K | 0.01% | 231 |
|
2022
Q2 | $1.22M | Sell |
5,242
-1,198
| -19% | -$279K | 0.01% | 251 |
|
2022
Q1 | $1.48M | Sell |
6,440
-2,249
| -26% | -$518K | 0.01% | 248 |
|
2021
Q4 | $2.18M | Buy |
8,689
+27
| +0.3% | +$6.78K | 0.01% | 264 |
|
2021
Q3 | $1.83M | Sell |
8,662
-1,851
| -18% | -$390K | 0.01% | 266 |
|
2021
Q2 | $2.46M | Sell |
10,513
-4,407
| -30% | -$1.03M | 0.02% | 260 |
|
2021
Q1 | $3.4M | Buy |
14,920
+1,161
| +8% | +$265K | 0.03% | 223 |
|
2020
Q4 | $3.01M | Buy |
13,759
+391
| +3% | +$85.7K | 0.02% | 224 |
|
2020
Q3 | $2.53M | Sell |
13,368
-252
| -2% | -$47.8K | 0.02% | 205 |
|
2020
Q2 | $2.38M | Sell |
13,620
-3,921
| -22% | -$686K | 0.03% | 186 |
|
2020
Q1 | $2.51M | Buy |
+17,541
| New | +$2.51M | 0.06% | 138 |
|