Bleakley Financial Group’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 |
-2,637
| Closed | -$583K | – | 925 |
|
|
2024
Q4 | $583K | Sell |
2,637
-240
| -8% | -$53K | 0.02% | 573 |
|
|
2024
Q3 | $741K | Sell |
2,877
-201
| -7% | -$51.8K | 0.02% | 484 |
|
|
2024
Q2 | $792K | Buy |
3,078
+209
| +7% | +$53.8K | 0.02% | 474 |
|
|
2024
Q1 | $780K | Buy |
2,869
+154
| +6% | +$41.8K | 0.02% | 491 |
|
|
2023
Q4 | $656K | Buy |
2,715
+81
| +3% | +$19.6K | 0.02% | 512 |
|
|
2023
Q3 | $662K | Sell |
2,634
-785
| -23% | -$197K | 0.02% | 483 |
|
|
2023
Q2 | $842K | Buy |
3,419
+234
| +7% | +$57.6K | 0.03% | 447 |
|
|
2023
Q1 | $720K | Buy |
3,185
+136
| +4% | +$30.7K | 0.02% | 475 |
|
|
2022
Q4 | $707K | Buy |
+3,049
| New | +$707K | 0.03% | 456 |
|