Cape Investment Advisory’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $3.83K | Buy |
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|
2025
Q3 | $1.75K | Sell |
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|
2025
Q2 | $4.97K | Buy |
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|
2025
Q1 | $5.41K | Hold |
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|
2024
Q4 | $6.5K | Buy |
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|
2024
Q3 | $6.54K | Buy |
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|
2024
Q2 | $3.17K | Hold |
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|
2024
Q1 | $3.33K | Hold |
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|
2023
Q4 | $2.95K | Hold |
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|
2023
Q3 | $3.06K | Hold |
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|
2023
Q2 | $2.98K | Hold |
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|
2023
Q1 | $2.73K | Buy |
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