Cape Investment Advisory’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 | $4.97K | Buy |
31
+2
| +7% | +$321 | ﹤0.01% | 753 |
|
|
2025
Q1 | $5.41K | Hold |
29
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $6.5K | Buy |
29
+4
| +16% | +$897 | ﹤0.01% | 681 |
|
|
2024
Q3 | $6.54K | Buy |
25
+13
| +108% | +$3.4K | ﹤0.01% | 645 |
|
|
2024
Q2 | $3.17K | Hold |
12
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $3.33K | Hold |
12
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $2.95K | Hold |
12
| – | – | ﹤0.01% | 869 |
|
|
2023
Q3 | $3.06K | Hold |
12
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $2.99K | Hold |
12
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $2.73K | Buy |
+12
| New | +$2.73K | ﹤0.01% | 774 |
|