Berkshire Bank’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 |
-1,510
| Closed | -$334K | – | 162 |
|
|
2024
Q4 | $334K | Buy |
1,510
+510
| +51% | +$113K | 0.08% | 119 |
|
|
2024
Q3 | $258K | Hold |
1,000
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $257K | Hold |
1,000
| – | – | 0.06% | 126 |
|
|
2024
Q1 | $272K | Hold |
1,000
| – | – | 0.07% | 127 |
|
|
2023
Q4 | $242K | Hold |
1,000
| – | – | 0.06% | 131 |
|
|
2023
Q3 | $251K | Hold |
1,000
| – | – | 0.07% | 122 |
|
|
2023
Q2 | $246K | Hold |
1,000
| – | – | 0.07% | 123 |
|
|
2023
Q1 | $226K | Hold |
1,000
| – | – | 0.07% | 127 |
|
|
2022
Q4 | $232K | Hold |
1,000
| – | – | 0.07% | 129 |
|
|
2022
Q3 | $230K | Hold |
1,000
| – | – | 0.07% | 127 |
|
|
2022
Q2 | $233K | Hold |
1,000
| – | – | 0.07% | 124 |
|
|
2022
Q1 | $230K | Hold |
1,000
| – | – | 0.05% | 132 |
|
|
2021
Q4 | $251K | Buy |
+1,000
| New | +$251K | 0.06% | 122 |
|