Bordeaux 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 | – | Sell |
-1,158
| Closed | -$213K | – | 172 |
|
|
2025
Q1 | $213K | Buy |
1,158
+89
| +8% | +$16.3K | 0.04% | 149 |
|
|
2024
Q4 | $236K | Sell |
1,069
-2
| -0.2% | -$442 | 0.04% | 141 |
|
|
2024
Q3 | $276K | Buy |
1,071
+14
| +1% | +$3.61K | 0.05% | 128 |
|
|
2024
Q2 | $272K | Sell |
1,057
-25
| -2% | -$6.43K | 0.05% | 114 |
|
|
2024
Q1 | $294K | Buy |
1,082
+23
| +2% | +$6.25K | 0.1% | 84 |
|
|
2023
Q4 | $256K | Hold |
1,059
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $266K | Buy |
1,059
+2
| +0.2% | +$503 | 0.11% | 77 |
|
|
2023
Q2 | $260K | Buy |
+1,057
| New | +$260K | 0.11% | 81 |
|