Boston Family Office’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 |
-923
| Closed | -$204K | – | 284 |
|
|
2024
Q4 | $204K | Sell |
923
-112
| -11% | -$24.8K | 0.01% | 269 |
|
|
2024
Q3 | $267K | Buy |
1,035
+191
| +23% | +$49.3K | 0.02% | 241 |
|
|
2024
Q2 | $217K | Hold |
844
| – | – | 0.02% | 250 |
|
|
2024
Q1 | $229K | Sell |
844
-33
| -4% | -$8.95K | 0.02% | 243 |
|
|
2023
Q4 | $212K | Sell |
877
-132
| -13% | -$31.9K | 0.02% | 246 |
|
|
2023
Q3 | $254K | Hold |
1,009
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $248K | Hold |
1,009
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $228K | Sell |
1,009
-119
| -11% | -$26.9K | 0.02% | 242 |
|
|
2022
Q4 | $261K | Sell |
1,128
-573
| -34% | -$133K | 0.02% | 244 |
|
|
2022
Q3 | $390K | Sell |
1,701
-930
| -35% | -$213K | 0.03% | 211 |
|
|
2022
Q2 | $613K | Hold |
2,631
| – | – | 0.05% | 181 |
|
|
2022
Q1 | $606K | Buy |
2,631
+1
| +0% | +$230 | 0.04% | 189 |
|
|
2021
Q4 | $660K | Buy |
2,630
+184
| +8% | +$46.2K | 0.04% | 189 |
|
|
2021
Q3 | $515K | Buy |
2,446
+136
| +6% | +$28.6K | 0.04% | 201 |
|
|
2021
Q2 | $540K | Buy |
2,310
+33
| +1% | +$7.71K | 0.04% | 201 |
|
|
2021
Q1 | $519K | Buy |
2,277
+225
| +11% | +$51.3K | 0.04% | 202 |
|
|
2020
Q4 | $449K | Buy |
2,052
+52
| +3% | +$11.4K | 0.03% | 208 |
|
|
2020
Q3 | $379K | Buy |
2,000
+117
| +6% | +$22.2K | 0.03% | 199 |
|
|
2020
Q2 | $329K | Buy |
1,883
+184
| +11% | +$32.1K | 0.03% | 207 |
|
|
2020
Q1 | $244K | Buy |
1,699
+224
| +15% | +$32.2K | 0.03% | 221 |
|
|
2019
Q4 | $280K | Buy |
+1,475
| New | +$280K | 0.03% | 231 |
|