Blue Trust Inc’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 | $194K | Buy |
1,194
+243
| +26% | +$39.5K | ﹤0.01% | 779 |
|
|
2025
Q1 | $174K | Sell |
951
-72
| -7% | -$13.2K | ﹤0.01% | 764 |
|
|
2024
Q4 | $226K | Buy |
1,023
+2
| +0.2% | +$442 | ﹤0.01% | 601 |
|
|
2024
Q3 | $263K | Buy |
1,021
+658
| +181% | +$169K | ﹤0.01% | 738 |
|
|
2024
Q2 | $98.6K | Buy |
363
+20
| +6% | +$5.43K | ﹤0.01% | 982 |
|
|
2024
Q1 | $93.2K | Buy |
343
+90
| +36% | +$24.5K | ﹤0.01% | 737 |
|
|
2023
Q4 | $64K | Sell |
253
-98
| -28% | -$24.8K | ﹤0.01% | 843 |
|
|
2023
Q3 | $86K | Buy |
351
+23
| +7% | +$5.64K | ﹤0.01% | 665 |
|
|
2023
Q2 | $74K | Sell |
328
-196
| -37% | -$44.2K | ﹤0.01% | 574 |
|
|
2023
Q1 | $122K | Sell |
524
-1,007
| -66% | -$234K | ﹤0.01% | 707 |
|
|
2022
Q4 | $351K | Buy |
1,531
+1,055
| +222% | +$242K | 0.01% | 322 |
|
|
2022
Q3 | $111K | Buy |
476
+60
| +14% | +$14K | ﹤0.01% | 500 |
|
|
2022
Q2 | $96K | Buy |
+416
| New | +$96K | ﹤0.01% | 510 |
|