Baron Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-815
| Closed | -$210K | – | 220 |
|
|
2024
Q3 | $210K | Sell |
815
-31
| -4% | -$7.99K | 0.1% | 188 |
|
|
2024
Q2 | $218K | Sell |
846
-272
| -24% | -$69.9K | 0.11% | 155 |
|
|
2024
Q1 | $304K | Sell |
1,118
-9
| -0.8% | -$2.45K | 0.16% | 118 |
|
|
2023
Q4 | $273K | Sell |
1,127
-6
| -0.5% | -$1.45K | 0.15% | 125 |
|
|
2023
Q3 | $285K | Sell |
1,133
-99
| -8% | -$24.9K | 0.18% | 99 |
|
|
2023
Q2 | $303K | Buy |
1,232
+123
| +11% | +$30.3K | 0.19% | 93 |
|
|
2023
Q1 | $251K | Buy |
1,109
+94
| +9% | +$21.2K | 0.18% | 104 |
|
|
2022
Q4 | $235K | Buy |
+1,015
| New | +$235K | 0.18% | 108 |
|