BOK Financial Private Wealth’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 |
-32
| Closed | -$7.07K | – | 647 |
|
|
2024
Q4 | $7.07K | Buy |
32
+2
| +7% | +$442 | ﹤0.01% | 390 |
|
|
2024
Q3 | $7.73K | Sell |
30
-138
| -82% | -$35.6K | ﹤0.01% | 410 |
|
|
2024
Q2 | $43.2K | Buy |
+168
| New | +$43.2K | ﹤0.01% | 273 |
|
|
2024
Q1 | – | Sell |
-251
| Closed | -$60.7K | – | 539 |
|
|
2023
Q4 | $60.7K | Sell |
251
-15
| -6% | -$3.63K | ﹤0.01% | 225 |
|
|
2023
Q3 | $66.9K | Buy |
266
+25
| +10% | +$6.28K | 0.01% | 209 |
|
|
2023
Q2 | $59.3K | Buy |
241
+44
| +22% | +$10.8K | ﹤0.01% | 220 |
|
|
2023
Q1 | $44.5K | Sell |
197
-84
| -30% | -$19K | ﹤0.01% | 246 |
|
|
2022
Q4 | $65.1K | Buy |
281
+84
| +43% | +$19.5K | 0.01% | 220 |
|
|
2022
Q3 | $45K | Buy |
+197
| New | +$45K | ﹤0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-12,979
| Closed | -$2.46M | – | 204 |
|
|
2019
Q4 | $2.46M | Buy |
+12,979
| New | +$2.46M | 0.21% | 75 |
|