Caldwell Sutter Capital’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 | $16.3K | Hold |
100
| – | – | 0.01% | 486 |
|
|
2025
Q1 | $18.4K | Sell |
100
-127
| -56% | -$23.3K | 0.01% | 479 |
|
|
2024
Q4 | $50.2K | Hold |
227
| – | – | 0.02% | 354 |
|
|
2024
Q3 | $58.5K | Hold |
227
| – | – | 0.03% | 338 |
|
|
2024
Q2 | $58.4K | Hold |
227
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $61.7K | Hold |
227
| – | – | 0.03% | 328 |
|
|
2023
Q4 | $54.9K | Sell |
227
-75
| -25% | -$18.1K | 0.03% | 322 |
|
|
2023
Q3 | $75.9K | Hold |
302
| – | – | 0.04% | 287 |
|
|
2023
Q2 | $74.3K | Buy |
302
+175
| +138% | +$43.1K | 0.04% | 287 |
|
|
2023
Q1 | $28.7K | Hold |
127
| – | – | 0.02% | 303 |
|
|
2022
Q4 | $29.4K | Buy |
+127
| New | +$29.4K | 0.03% | 207 |
|