Blue Zone Wealth Advisors’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 | $3.81M | Buy |
23,393
+1,314
| +6% | +$214K | 0.95% | 50 |
|
|
2025
Q1 | $4.05M | Buy |
22,079
+2,078
| +10% | +$381K | 1.13% | 45 |
|
|
2024
Q4 | $4.42M | Buy |
20,001
+335
| +2% | +$74K | 1.27% | 34 |
|
|
2024
Q3 | $5.07M | Buy |
19,666
+196
| +1% | +$50.5K | 1.58% | 26 |
|
|
2024
Q2 | $5.01M | Sell |
19,470
-266
| -1% | -$68.4K | 1.73% | 21 |
|
|
2024
Q1 | $5.36M | Buy |
19,736
+154
| +0.8% | +$41.9K | 1.84% | 22 |
|
|
2023
Q4 | $4.73M | Buy |
19,582
+2,291
| +13% | +$554K | 1.89% | 22 |
|
|
2023
Q3 | $4.35M | Buy |
+17,291
| New | +$4.35M | 1.91% | 19 |
|